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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
XEC
401
DELISTED
CIMAREX ENERGY CO
XEC
$330K 0.06%
2,903
+81
+3% +$8.08K
TNL icon
402
Travel + Leisure Co
TNL
$4.66B
$329K 0.06%
6,909
– –
DISH
403
DELISTED
DISH Network Corp.
DISH
$329K 0.06%
6,062
+140
+2% +$8.28K
MELI icon
404
Mercado Libre
MELI
$95.2B
$325K 0.05%
1,257
– –
GAP
405
The Gap Inc
GAP
$7.23B
$325K 0.05%
10,990
– –
HWM icon
406
Howmet Aerospace
HWM
$113B
$323K 0.05%
16,917
+193
+1% +$3.69K
WYNN icon
407
Wynn Resorts
WYNN
$10.3B
$323K 0.05%
+2,168
New +$296K
GT icon
408
Goodyear
GT
$2B
$322K 0.05%
9,677
– –
HBI
409
DELISTED
Hanesbrands
HBI
$321K 0.05%
13,027
+375
+3% +$8.99K
KIM icon
410
Kimco Realty
KIM
$17.2B
$318K 0.05%
16,284
+1,950
+14% +$38.2K
AVY icon
411
Avery Dennison
AVY
$13B
$317K 0.05%
3,228
– –
EXPD icon
412
Expeditors International
EXPD
$22B
$314K 0.05%
5,241
– –
PVH icon
413
PVH
PVH
$4B
$311K 0.05%
2,464
+114
+5% +$13.9K
TFCF
414
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
$311K 0.05%
12,043
– –
HAS icon
415
Hasbro
HAS
$13.2B
$307K 0.05%
3,148
– –
LUMN icon
416
Lumen
LUMN
$6.57B
$303K 0.05%
16,033
+217
+1% +$4.57K
UHS icon
417
Universal Health Services
UHS
$10.2B
$303K 0.05%
2,730
– –
FLS icon
418
Flowserve
FLS
$9.71B
$302K 0.05%
7,085
+2,110
+42% +$88.7K
RJF icon
419
Raymond James Financial
RJF
$33.8B
$301K 0.05%
5,360
– –
LNG icon
420
Cheniere Energy
LNG
$55.2B
$300K 0.05%
6,668
+305
+5% +$13.5K
SPLK
421
DELISTED
Splunk Inc
SPLK
$300K 0.05%
4,515
+98
+2% +$6.13K
TWTR
422
DELISTED
Twitter, Inc.
TWTR
$297K 0.05%
17,633
+513
+3% +$8.96K
FLG
423
Flagstar Bank National Association
FLG
$5.93B
$296K 0.05%
7,655
+469
+7% +$17.7K
AMD icon
424
Advanced Micro Devices
AMD
$776B
$294K 0.05%
23,094
– –
DVA icon
425
DaVita
DVA
$15.4B
$291K 0.05%
4,893
– –
15 16
17
18 19

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
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
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
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.