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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
CDW icon
401
CDW
CDW
$19B
$362K 0.06%
5,215
– –
AKAM icon
402
Akamai
AKAM
$17.1B
$361K 0.06%
5,547
+171
+3% +$9.46K
GWW icon
403
W.W. Grainger
GWW
$64.5B
$361K 0.06%
+1,526
New +$316K
IRM icon
404
Iron Mountain
IRM
$37.2B
$358K 0.06%
9,500
– –
PHM icon
405
Pultegroup
PHM
$24.3B
$358K 0.06%
10,764
+317
+3% +$9.84K
HWM icon
406
Howmet Aerospace
HWM
$114B
$357K 0.06%
17,062
+145
+0.9% +$2.82K
SEIC icon
407
SEI Investments
SEIC
$12.3B
$355K 0.06%
4,940
+330
+7% +$22.1K
AES icon
408
AES
AES
$10.5B
$354K 0.06%
32,655
-1,288
-4% -$13.9K
DVA icon
409
DaVita
DVA
$15.4B
$354K 0.06%
4,893
– –
XEC
410
DELISTED
CIMAREX ENERGY CO
XEC
$354K 0.06%
2,903
– –
VER
411
DELISTED
VEREIT, Inc.
VER
$354K 0.06%
9,079
+529
+6% +$21.2K
TRMB icon
412
Trimble
TRMB
$13.3B
$352K 0.06%
8,657
– –
TFX icon
413
Teleflex
TFX
$6.22B
$348K 0.05%
1,398
– –
XL
414
DELISTED
XL Group Ltd.
XL
$348K 0.05%
9,894
-559
-5% -$21.7K
PVH icon
415
PVH
PVH
$4.04B
$346K 0.05%
2,524
+60
+2% +$7.84K
CCK icon
416
Crown Holdings
CCK
$13B
$344K 0.05%
6,115
– –
EXPD icon
417
Expeditors International
EXPD
$22B
$344K 0.05%
5,319
+78
+1% +$4.78K
FANG icon
418
Diamondback Energy
FANG
$55.8B
$344K 0.05%
2,723
+86
+3% +$9.32K
XRX icon
419
Xerox
XRX
$416M
$343K 0.05%
11,771
– –
TTWO icon
420
Take-Two Interactive
TTWO
$46B
$342K 0.05%
+3,114
New +$340K
JNPR
421
DELISTED
Juniper Networks
JNPR
$338K 0.05%
11,865
– –
MTD icon
422
Mettler-Toledo International
MTD
$28.9B
$338K 0.05%
546
+167
+44% +$107K
ALNY icon
423
Alnylam Pharmaceuticals
ALNY
$28.9B
$337K 0.05%
+2,653
New +$333K
ANSS
424
DELISTED
Ansys
ANSS
$336K 0.05%
+2,279
New +$323K
KSS icon
425
Kohl's
KSS
$2.3B
$334K 0.05%
6,161
– –
15 16
17
18 19

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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
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 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.