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II

IFM Investors Portfolio holdings

AUM $15.1B
1-Year Est. Return 40.57%
This Fund
S&P 500
This Quarter Est. Return
+7.19%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$633M
AUM Growth
+$40.8M
Cap. Flow
+$3.63M
Cap. Flow %
0.57%
Top 10 Hldgs %
19.63%
Holding
505
New
23
Increased
162
Reduced
138
Closed
4

Top Buys

Rank Stock Value
1
TPR icon
Tapestry
TPR
+$372K
2
BF.B icon
Brown-Forman Class B
BF.B
+$351K
3
TTWO icon
Take-Two Interactive
TTWO
+$340K
4
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$333K
5
HII icon
Huntington Ingalls Industries
HII
+$333K

Top Sells

Rank Stock Value
1
BCR
CR Bard Inc.
BCR
+$666K
2
LVLT
Level 3 Communications Inc
LVLT
+$452K
3
LMT icon
Lockheed Martin
LMT
+$377K
4
NUAN
Nuance Communications, Inc.
NUAN
+$340K
5
GD icon
General Dynamics
GD
+$249K

Sector Composition

Rank Sector Weight
1 Financials 17.09%
2 Technology 16.58%
3 Healthcare 13.47%
4 Communication Services 10.48%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTXS
351
DELISTED
Citrix Systems Inc
CTXS
$408K 0.06%
4,634
– –
NBL
352
DELISTED
Noble Energy, Inc.
NBL
$408K 0.06%
13,986
– –
AVY icon
353
Avery Dennison
AVY
$13.3B
$407K 0.06%
3,546
+318
+10% +$34.4K
BF.B icon
354
Brown-Forman Class B
BF.B
$12.8B
$405K 0.06%
+9,209
New +$351K
GPC icon
355
Genuine Parts
GPC
$17.9B
$404K 0.06%
4,255
– –
UDR icon
356
UDR
UDR
$12.3B
$404K 0.06%
10,499
+535
+5% +$20.8K
ETR icon
357
Entergy
ETR
$50.5B
$403K 0.06%
9,908
– –
EFX icon
358
Equifax
EFX
$20.5B
$402K 0.06%
3,405
– –
LKQ icon
359
LKQ Corp
LKQ
$5.97B
$402K 0.06%
9,890
– –
AJG icon
360
Arthur J. Gallagher & Co
AJG
$62.6B
$401K 0.06%
6,339
– –
NI icon
361
NiSource
NI
$21.2B
$401K 0.06%
15,626
– –
WP
362
DELISTED
Worldpay, Inc.
WP
$400K 0.06%
5,432
– –
CMS icon
363
CMS Energy
CMS
$22.4B
$399K 0.06%
8,428
+178
+2% +$8.62K
TPR icon
364
Tapestry
TPR
$31.5B
$399K 0.06%
+9,018
New +$372K
FNF icon
365
Fidelity National Financial
FNF
$13.8B
$398K 0.06%
10,535
-2,293
-18% -$83.6K
IFF icon
366
International Flavors & Fragrances
IFF
$20.6B
$396K 0.06%
2,594
– –
TNL icon
367
Travel + Leisure Co
TNL
$4.76B
$396K 0.06%
7,562
+653
+9% +$32.4K
GGP
368
DELISTED
GGP Inc.
GGP
$396K 0.06%
16,941
+469
+3% +$10.4K
CTRA
369
DELISTED
Coterra Energy
CTRA
$393K 0.06%
13,756
– –
HES
370
DELISTED
Hess
HES
$390K 0.06%
8,219
– –
HOLX
371
DELISTED
Hologic
HOLX
$390K 0.06%
9,133
– –
CINF icon
372
Cincinnati Financial
CINF
$27.3B
$387K 0.06%
5,159
– –
DRE
373
DELISTED
Duke Realty Corp.
DRE
$386K 0.06%
14,194
– –
CTAS icon
374
Cintas
CTAS
$81.1B
$385K 0.06%
9,884
+4,064
+70% +$155K
MELI icon
375
Mercado Libre
MELI
$95.2B
$384K 0.06%
1,220
-37
-3% -$10K
13 14
15
16 17

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IA
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AT
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UM
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FCAS
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RFC
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GF
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Verition Fund Management
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Mawer Investment Management
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IFM Investors's Q4 2017 Portfolio in Review

As of Q4 2017, IFM Investors held 505 positions worth $633M, up 6.9% from $593M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

IFM Investors's Q4 2017 filing shows 23 new, 162 increased, 138 reduced and 4 closed positions. Its largest new stake was Tapestry: 9,018 shares worth $399K. The largest sale was CR Bard Inc., an estimated $666K.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 17% a quarter earlier, followed by Technology and Healthcare.

  • IFM Investors's largest Q4 2017 buy was Tapestry: 9,018 shares worth $399K.
  • IFM Investors added most to Becton Dickinson in Q4 2017, an estimated $221K increase.
  • IFM Investors's biggest Q4 2017 reduction was Lockheed Martin, cutting an estimated $377K.
  • IFM Investors fully exited CR Bard Inc. in Q4 2017, selling an estimated $666K.
  • IFM Investors's ten largest holdings make up 20% of its $633M portfolio in Q4 2017.
  • IFM Investors opened 23 new positions and closed 4 in Q4 2017.
  • IFM Investors's portfolio value rose 6.9% quarter-over-quarter to $633M.

Based on IFM Investors's 13F filing for Q4 2017, filed 29 Jan 2018.