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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
+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
BFH icon
376
Bread Financial
BFH
$4.49B
$383K 0.06%
1,895
– –
IT icon
377
Gartner
IT
$10.1B
$383K 0.06%
3,113
– –
CHD icon
378
Church & Dwight Co
CHD
$23.7B
$382K 0.06%
7,606
– –
EXR icon
379
Extra Space Storage
EXR
$31.6B
$381K 0.06%
4,356
– –
LSXMK
380
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$380K 0.06%
12,564
– –
KMX icon
381
CarMax
KMX
$8.2B
$379K 0.06%
5,914
– –
WHR icon
382
Whirlpool
WHR
$2.57B
$379K 0.06%
2,246
– –
TIF
383
DELISTED
Tiffany & Co.
TIF
$379K 0.06%
3,645
– –
DOC icon
384
Healthpeak Properties
DOC
$15B
$378K 0.06%
14,506
– –
ULTA icon
385
Ulta Beauty
ULTA
$22.7B
$377K 0.06%
1,686
– –
VNO icon
386
Vornado Realty Trust
VNO
$7.51B
$376K 0.06%
4,808
– –
RMD icon
387
ResMed
RMD
$31.1B
$375K 0.06%
4,426
– –
SPLK
388
DELISTED
Splunk Inc
SPLK
$374K 0.06%
4,515
– –
CPRI icon
389
Capri Holdings
CPRI
$1.85B
$373K 0.06%
5,931
-79
-1% -$4.33K
KSU
390
DELISTED
Kansas City Southern
KSU
$373K 0.06%
3,544
+248
+8% +$26.4K
LNG icon
391
Cheniere Energy
LNG
$54.2B
$370K 0.06%
6,867
+199
+3% +$9.6K
QVCGA
392
DELISTED
QVC Group Inc Series A
QVCGA
$369K 0.06%
311
– –
BKR icon
393
Baker Hughes
BKR
$60.1B
$368K 0.06%
11,625
+263
+2% +$8.44K
PANW icon
394
Palo Alto Networks
PANW
$277B
$368K 0.06%
15,252
– –
GAP
395
The Gap Inc
GAP
$7.25B
$368K 0.06%
10,802
-188
-2% -$5.6K
IDXX icon
396
Idexx Laboratories
IDXX
$44.5B
$367K 0.06%
2,348
+180
+8% +$28.3K
BALL icon
397
Ball Corp
BALL
$17.3B
$366K 0.06%
9,675
– –
BWA icon
398
BorgWarner
BWA
$12.9B
$366K 0.06%
8,143
+181
+2% +$8.37K
PKG icon
399
Packaging Corp of America
PKG
$22B
$363K 0.06%
3,012
+92
+3% +$10.7K
FRC
400
DELISTED
First Republic Bank
FRC
$363K 0.06%
4,192
– –
14 15
16
17 18

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IA
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AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
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
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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.