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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
CPB icon
426
Campbell Soup
CPB
$6.67B
$290K 0.05%
6,191
– –
GL icon
427
Globe Life
GL
$14.3B
$290K 0.05%
3,621
+385
+12% +$30K
QRVO icon
428
Qorvo
QRVO
$7.89B
$289K 0.05%
4,082
– –
CPRI icon
429
Capri Holdings
CPRI
$1.88B
$288K 0.05%
6,010
– –
LUV icon
430
Southwest Airlines
LUV
$23B
$286K 0.05%
5,106
+106
+2% +$5.95K
PHM icon
431
Pultegroup
PHM
$24.6B
$286K 0.05%
10,447
– –
BBWI icon
432
Bath & Body Works
BBWI
$4.23B
$283K 0.05%
8,420
+147
+2% +$4.93K
DISCK
433
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$282K 0.05%
13,939
+241
+2% +$5.41K
KSS icon
434
Kohl's
KSS
$2.28B
$281K 0.05%
6,161
+296
+5% +$12.1K
SEIC icon
435
SEI Investments
SEIC
$12.5B
$281K 0.05%
4,610
– –
BG icon
436
Bunge Global
BG
$20.2B
$280K 0.05%
4,027
– –
COTY icon
437
Coty
COTY
$2.46B
$280K 0.05%
16,951
+1,798
+12% +$32.5K
HOG icon
438
Harley-Davidson
HOG
$2.66B
$280K 0.05%
5,805
+197
+4% +$9.59K
TRGP icon
439
Targa Resources
TRGP
$56.8B
$277K 0.05%
5,852
+506
+9% +$23K
ARMK icon
440
Aramark
ARMK
$14.9B
$275K 0.05%
9,376
– –
LEN icon
441
Lennar Class A
LEN
$20.5B
$275K 0.05%
5,465
– –
CDK
442
DELISTED
CDK Global, Inc.
CDK
$275K 0.05%
4,363
– –
HRL icon
443
Hormel Foods
HRL
$13.9B
$271K 0.05%
8,443
+1,527
+22% +$49.9K
VRSN icon
444
VeriSign
VRSN
$27B
$271K 0.05%
2,543
– –
DAL icon
445
Delta Air Lines
DAL
$60.2B
$269K 0.05%
5,571
– –
VIAB
446
DELISTED
Viacom Inc. Class B
VIAB
$269K 0.05%
9,651
– –
MHK icon
447
Mohawk Industries
MHK
$9.01B
$267K 0.05%
1,079
+55
+5% +$13.7K
SRCL
448
DELISTED
Stericycle Inc
SRCL
$265K 0.04%
3,707
+341
+10% +$25.1K
CMG icon
449
Chipotle Mexican Grill
CMG
$47.4B
$263K 0.04%
42,650
+1,450
+4% +$9.77K
AKAM icon
450
Akamai
AKAM
$17.1B
$262K 0.04%
5,376
+95
+2% +$4.54K
16 17
18
19 20

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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
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.