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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
ACGL icon
451
Arch Capital
ACGL
$33.9B
$260K 0.04%
7,914
+1,200
+18% +$38.7K
NCLH icon
452
Norwegian Cruise Line
NCLH
$9.21B
$259K 0.04%
4,801
+62
+1% +$3.47K
TSCO icon
453
Tractor Supply
TSCO
$17.4B
$259K 0.04%
20,445
+550
+3% +$6.24K
FANG icon
454
Diamondback Energy
FANG
$53.9B
$258K 0.04%
2,637
+61
+2% +$5.61K
CHRW icon
455
C.H. Robinson
CHRW
$18.1B
$255K 0.04%
3,345
– –
VOYA icon
456
Voya Financial
VOYA
$9.13B
$254K 0.04%
6,370
– –
CF icon
457
CF Industries
CF
$18.1B
$252K 0.04%
7,167
– –
VAR
458
DELISTED
Varian Medical Systems, Inc.
VAR
$248K 0.04%
2,479
– –
MOS icon
459
The Mosaic Company
MOS
$7.22B
$246K 0.04%
11,390
+306
+3% +$6.63K
MAN icon
460
ManpowerGroup
MAN
$2.55B
$244K 0.04%
2,075
– –
EG icon
461
Everest Group
EG
$14.2B
$243K 0.04%
1,062
+90
+9% +$22.7K
SEE
462
DELISTED
Sealed Air
SEE
$242K 0.04%
5,671
– –
NDAQ icon
463
Nasdaq
NDAQ
$52.3B
$241K 0.04%
9,333
– –
J icon
464
Jacobs Solutions
J
$16.9B
$240K 0.04%
4,971
– –
RHI icon
465
Robert Half
RHI
$4.2B
$240K 0.04%
4,773
– –
MTD icon
466
Mettler-Toledo International
MTD
$28.8B
$237K 0.04%
379
+22
+6% +$13.2K
CIT
467
DELISTED
CIT Group Inc.
CIT
$236K 0.04%
4,803
– –
LLL
468
DELISTED
L3 Technologies, Inc.
LLL
$229K 0.04%
+1,213
New +$218K
LH icon
469
Labcorp
LH
$25.3B
$227K 0.04%
1,751
– –
FLR icon
470
Fluor
FLR
$7.2B
$226K 0.04%
5,377
– –
S
471
DELISTED
Sprint Corporation
S
$224K 0.04%
28,851
+1,144
+4% +$9.39K
AGNC icon
472
AGNC Investment
AGNC
$12.6B
$223K 0.04%
10,300
– –
FTNT icon
473
Fortinet
FTNT
$123B
$220K 0.04%
30,630
+665
+2% +$5.05K
MAA icon
474
Mid-America Apartment Communities
MAA
$15.5B
$217K 0.04%
2,034
+138
+7% +$14.5K
STLD icon
475
Steel Dynamics
STLD
$38B
$214K 0.04%
+6,211
New +$218K
16 17 18
19
20

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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.