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IFM Investors Portfolio holdings

AUM $15.1B
1-Year Est. Return 40.57%
This Fund
S&P 500
This Quarter Est. Return
+4.98%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$593M
AUM Growth
+$36.9M
Cap. Flow
+$12.6M
Cap. Flow %
2.13%
Top 10 Hldgs %
19.06%
Holding
493
New
9
Increased
351
Reduced
21
Closed
11

Top Buys

Rank Stock Value
1
DD icon
DuPont de Nemours
DD
+$2.12M
2
IQV icon
IQVIA
IQV
+$545K
3
AAPL icon
Apple
AAPL
+$445K
4
XOM icon
ExxonMobil
XOM
+$441K
5
BKR icon
Baker Hughes
BKR
+$403K

Top Sells

Rank Stock Value
1
DD
Du Pont De Nemours E I
DD
+$1.91M
2
BHI
Baker Hughes
BHI
+$604K
3
RAI
Reynolds American Inc
RAI
+$600K
4
WFM
Whole Foods Market Inc
WFM
+$429K
5
EVHC
Envision Healthcare Holdings Inc
EVHC
+$248K

Sector Composition

Rank Sector Weight
1 Financials 16.84%
2 Technology 16.12%
3 Healthcare 14.22%
4 Communication Services 10.65%
5 Industrials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRO
376
DELISTED
Marathon Oil Corporation
MRO
$365K 0.06%
26,928
+443
+2% +$5.26K
WDAY icon
377
Workday
WDAY
$40.8B
$363K 0.06%
3,448
+51
+2% +$5.26K
EFX icon
378
Equifax
EFX
$20.5B
$361K 0.06%
3,405
– –
BWA icon
379
BorgWarner
BWA
$13B
$359K 0.06%
7,962
+85
+1% +$3.47K
CBRE icon
380
CBRE Group
CBRE
$43B
$359K 0.06%
9,475
+141
+2% +$5.19K
KSU
381
DELISTED
Kansas City Southern
KSU
$358K 0.06%
3,296
– –
EQT icon
382
EQT Corp
EQT
$33.5B
$357K 0.06%
10,059
-33
-0.3% -$1.12K
LKQ icon
383
LKQ Corp
LKQ
$5.91B
$356K 0.06%
9,890
– –
QVCGA
384
DELISTED
QVC Group Inc Series A
QVCGA
$356K 0.06%
311
– –
CTXS
385
DELISTED
Citrix Systems Inc
CTXS
$356K 0.06%
4,634
+106
+2% +$8.23K
VER
386
DELISTED
VEREIT, Inc.
VER
$354K 0.06%
8,550
– –
EXR icon
387
Extra Space Storage
EXR
$31.6B
$348K 0.06%
4,356
– –
CDW icon
388
CDW
CDW
$18.9B
$344K 0.06%
5,215
+340
+7% +$21.3K
GGP
389
DELISTED
GGP Inc.
GGP
$342K 0.06%
16,472
+263
+2% +$5.75K
RMD icon
390
ResMed
RMD
$31.2B
$341K 0.06%
4,426
– –
TRMB icon
391
Trimble
TRMB
$13.5B
$340K 0.06%
8,657
– –
NUAN
392
DELISTED
Nuance Communications, Inc.
NUAN
$340K 0.06%
24,978
+6,840
+38% +$97.7K
TFX icon
393
Teleflex
TFX
$6.18B
$338K 0.06%
1,398
– –
IDXX icon
394
Idexx Laboratories
IDXX
$44.8B
$337K 0.06%
2,168
+135
+7% +$21.3K
DRI icon
395
Darden Restaurants
DRI
$23.6B
$336K 0.06%
4,267
+232
+6% +$19.5K
BFH icon
396
Bread Financial
BFH
$4.48B
$335K 0.06%
1,895
+22
+1% +$4.08K
HOLX
397
DELISTED
Hologic
HOLX
$335K 0.06%
9,133
+208
+2% +$8.4K
PKG icon
398
Packaging Corp of America
PKG
$22.4B
$335K 0.06%
2,920
+50
+2% +$5.59K
TIF
399
DELISTED
Tiffany & Co.
TIF
$335K 0.06%
3,645
+91
+3% +$8.33K
JNPR
400
DELISTED
Juniper Networks
JNPR
$330K 0.06%
11,865
+387
+3% +$10.8K
14 15
16
17 18

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
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Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

IFM Investors's Q3 2017 Portfolio in Review

As of Q3 2017, IFM Investors held 493 positions worth $593M, up 6.6% from $556M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Trading was light in Q3 2017: portfolio turnover was 4.1%. IFM Investors opened 9 new positions and exited 11, leaving the 493-position portfolio largely intact.

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 Q3 2017 buy was IQVIA: 5,876 shares worth $559K.
  • IFM Investors added most to DuPont de Nemours in Q3 2017, an estimated $2.12M increase.
  • IFM Investors's biggest Q3 2017 reduction was Hewlett Packard, cutting an estimated $144K.
  • IFM Investors fully exited Du Pont De Nemours E I in Q3 2017, selling an estimated $1.91M.
  • IFM Investors's ten largest holdings make up 19% of its $593M portfolio in Q3 2017.
  • IFM Investors opened 9 new positions and closed 11 in Q3 2017.
  • IFM Investors's portfolio value rose 6.6% quarter-over-quarter to $593M.

Based on IFM Investors's 13F filing for Q3 2017, filed 16 Nov 2017.