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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
VIAB
451
DELISTED
Viacom Inc. Class B
VIAB
$297K 0.05%
9,651
– –
HOG icon
452
Harley-Davidson
HOG
$2.74B
$295K 0.05%
5,805
– –
DISCK
453
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$295K 0.05%
13,939
– –
MOS icon
454
The Mosaic Company
MOS
$6.96B
$292K 0.05%
11,390
– –
VRSN icon
455
VeriSign
VRSN
$26.8B
$291K 0.05%
2,543
– –
ARMK icon
456
Aramark
ARMK
$14.9B
$289K 0.05%
9,376
– –
DISH
457
DELISTED
DISH Network Corp.
DISH
$289K 0.05%
6,062
– –
HAS icon
458
Hasbro
HAS
$12.7B
$286K 0.05%
3,148
– –
NCLH icon
459
Norwegian Cruise Line
NCLH
$9.33B
$284K 0.04%
5,327
+526
+11% +$29.1K
QRVO icon
460
Qorvo
QRVO
$8.01B
$282K 0.04%
4,232
+150
+4% +$10.9K
SEE
461
DELISTED
Sealed Air
SEE
$280K 0.04%
5,671
– –
FLR icon
462
Fluor
FLR
$7.1B
$278K 0.04%
5,377
– –
FLS icon
463
Flowserve
FLS
$9.99B
$278K 0.04%
6,604
-481
-7% -$20.1K
FTNT icon
464
Fortinet
FTNT
$121B
$278K 0.04%
31,765
+1,135
+4% +$9.25K
XYZ
465
Block Inc
XYZ
$49.1B
$278K 0.04%
+8,008
New +$293K
VAR
466
DELISTED
Varian Medical Systems, Inc.
VAR
$276K 0.04%
2,479
– –
BG icon
467
Bunge Global
BG
$20.3B
$273K 0.04%
4,076
+49
+1% +$3.33K
HBI
468
DELISTED
Hanesbrands
HBI
$272K 0.04%
13,027
– –
J icon
469
Jacobs Solutions
J
$16.4B
$271K 0.04%
4,971
– –
STLD icon
470
Steel Dynamics
STLD
$37.7B
$268K 0.04%
6,211
– –
RHI icon
471
Robert Half
RHI
$3.88B
$265K 0.04%
4,773
– –
MAN icon
472
ManpowerGroup
MAN
$2.47B
$262K 0.04%
2,075
– –
SRCL
473
DELISTED
Stericycle Inc
SRCL
$252K 0.04%
3,707
– –
LLL
474
DELISTED
L3 Technologies, Inc.
LLL
$250K 0.04%
1,262
+49
+4% +$9.33K
CMG icon
475
Chipotle Mexican Grill
CMG
$47.3B
$247K 0.04%
42,650
– –
17 18
19
20 21

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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
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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.