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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
LUV icon
426
Southwest Airlines
LUV
$23B
$334K 0.05%
5,106
– –
HII icon
427
Huntington Ingalls Industries
HII
$13.1B
$332K 0.05%
+1,410
New +$333K
COTY icon
428
Coty
COTY
$2.48B
$330K 0.05%
16,606
-345
-2% -$5.89K
LEN icon
429
Lennar Class A
LEN
$20.4B
$329K 0.05%
5,374
-91
-2% -$5.17K
MKC icon
430
McCormick & Company Non-Voting
MKC
$13.9B
$323K 0.05%
+6,334
New +$316K
GL icon
431
Globe Life
GL
$14.4B
$320K 0.05%
3,527
-94
-3% -$8.07K
HSIC icon
432
Henry Schein
HSIC
$9.95B
$320K 0.05%
5,842
– –
EQT icon
433
EQT Corp
EQT
$33.3B
$319K 0.05%
10,311
+252
+3% +$8.26K
RJF icon
434
Raymond James Financial
RJF
$34.2B
$319K 0.05%
5,360
– –
ANET icon
435
Arista Networks
ANET
$225B
$316K 0.05%
+21,472
New +$287K
VOYA icon
436
Voya Financial
VOYA
$9.11B
$315K 0.05%
6,370
– –
GT icon
437
Goodyear
GT
$2.04B
$313K 0.05%
9,677
– –
DAL icon
438
Delta Air Lines
DAL
$60.3B
$312K 0.05%
5,571
– –
CDK
439
DELISTED
CDK Global, Inc.
CDK
$311K 0.05%
4,363
– –
CF icon
440
CF Industries
CF
$18.5B
$309K 0.05%
7,265
+98
+1% +$3.7K
UHS icon
441
Universal Health Services
UHS
$10.4B
$309K 0.05%
2,730
– –
MHK icon
442
Mohawk Industries
MHK
$7.97B
$308K 0.05%
1,116
+37
+3% +$9.93K
HRL icon
443
Hormel Foods
HRL
$13.9B
$307K 0.05%
8,443
– –
TSCO icon
444
Tractor Supply
TSCO
$16.8B
$306K 0.05%
20,445
– –
KIM icon
445
Kimco Realty
KIM
$17.2B
$303K 0.05%
16,711
+427
+3% +$7.99K
EG icon
446
Everest Group
EG
$14.5B
$301K 0.05%
1,362
+300
+28% +$67.6K
TRGP icon
447
Targa Resources
TRGP
$57.1B
$301K 0.05%
6,212
+360
+6% +$16.1K
FLG
448
Flagstar Bank National Association
FLG
$5.96B
$299K 0.05%
7,655
– –
CHRW icon
449
C.H. Robinson
CHRW
$17.2B
$298K 0.05%
3,345
– –
CPB icon
450
Campbell Soup
CPB
$6.66B
$298K 0.05%
6,191
– –
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
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RFC
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GF
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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.