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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
PEP icon
26
PepsiCo
PEP
$196B
$4.8M 0.76%
40,013
-140
-0.3% -$16K
DD icon
27
DuPont de Nemours
DD
$18.6B
$4.66M 0.74%
25,826
+166
+0.6% +$29.9K
DIS icon
28
Walt Disney
DIS
$171B
$4.65M 0.73%
43,266
-489
-1% -$50.4K
BA icon
29
Boeing
BA
$169B
$4.65M 0.73%
15,768
-617
-4% -$167K
ABBV icon
30
AbbVie
ABBV
$465B
$4.32M 0.68%
44,629
-79
-0.2% -$7.45K
MRK icon
31
Merck
MRK
$322B
$4.31M 0.68%
80,229
-228
-0.3% -$12.6K
GE icon
32
GE Aerospace
GE
$364B
$4.23M 0.67%
50,592
-81
-0.2% -$7.73K
WMT icon
33
Walmart Inc
WMT
$909B
$4.14M 0.65%
125,706
-1,806
-1% -$55.3K
ORCL icon
34
Oracle
ORCL
$339B
$4.1M 0.65%
86,800
+497
+0.6% +$24.4K
MA icon
35
Mastercard
MA
$498B
$4.01M 0.63%
26,502
-170
-0.6% -$25.3K
MMM icon
36
3M
MMM
$91.8B
$3.94M 0.62%
20,004
-28
-0.1% -$5.39K
MCD icon
37
McDonald's
MCD
$193B
$3.91M 0.62%
22,721
-141
-0.6% -$23.7K
IBM icon
38
IBM
IBM
$213B
$3.81M 0.6%
25,971
-177
-0.7% -$25.7K
AMGN icon
39
Amgen
AMGN
$209B
$3.56M 0.56%
20,475
-143
-0.7% -$25.3K
NVDA icon
40
NVIDIA
NVDA
$4.6T
$3.25M 0.51%
671,440
+10,160
+2% +$50.5K
HON icon
41
Honeywell
HON
$76.4B
$3.11M 0.49%
22,423
– –
UNP icon
42
Union Pacific
UNP
$174B
$3.02M 0.48%
22,510
-155
-0.7% -$18.7K
TXN icon
43
Texas Instruments
TXN
$248B
$2.9M 0.46%
27,807
-173
-0.6% -$16.8K
BMY icon
44
Bristol-Myers Squibb
BMY
$129B
$2.82M 0.45%
46,033
-313
-0.7% -$19.6K
ABT icon
45
Abbott
ABT
$187B
$2.78M 0.44%
48,714
+57
+0.1% +$3.16K
RTX icon
46
RTX Corp
RTX
$290B
$2.71M 0.43%
33,806
-386
-1% -$29.3K
QCOM icon
47
Qualcomm
QCOM
$164B
$2.65M 0.42%
41,327
+181
+0.4% +$11K
SLB icon
48
SLB Ltd
SLB
$72.7B
$2.62M 0.41%
38,901
– –
GILD icon
49
Gilead Sciences
GILD
$165B
$2.62M 0.41%
36,514
-108
-0.3% -$8.2K
CAT icon
50
Caterpillar
CAT
$361B
$2.61M 0.41%
16,590
+79
+0.5% +$11K
1
2
3 4 5

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MSV
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FCAS
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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.