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II

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
MFGP
476
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
$211K 0.04%
+5,459
New +$211K
FDC
477
DELISTED
First Data Corporation
FDC
$211K 0.04%
11,670
– –
CTAS icon
478
Cintas
CTAS
$80.4B
$210K 0.04%
+5,820
New +$194K
PE
479
DELISTED
PARSLEY ENERGY INC
PE
$209K 0.04%
7,917
+243
+3% +$6.41K
M icon
480
Macy's
M
$6.68B
$200K 0.03%
9,162
+500
+6% +$11K
BRX icon
481
Brixmor Property Group
BRX
$9.31B
$197K 0.03%
10,468
– –
MAT icon
482
Mattel
MAT
$4.26B
$181K 0.03%
11,711
+606
+5% +$10.8K
AAL icon
483
American Airlines Group
AAL
$10.7B
– –
-4,142
Closed -$208K
AAP icon
484
Advance Auto Parts
AAP
$3.5B
– –
-1,881
Closed -$219K
FL
485
DELISTED
Foot Locker
FL
– –
-4,132
Closed -$204K
IPG
486
DELISTED
Interpublic Group of Companies
IPG
– –
-9,298
Closed -$229K
WAB icon
487
Wabtec
WAB
$49.8B
– –
-2,508
Closed -$229K
EVHC
488
DELISTED
Envision Healthcare Holdings Inc
EVHC
– –
-3,960
Closed -$248K
DD
489
DELISTED
Du Pont De Nemours E I
DD
– –
-23,674
Closed -$1.91M
WFM
490
DELISTED
Whole Foods Market Inc
WFM
– –
-10,178
Closed -$429K
RAI
491
DELISTED
Reynolds American Inc
RAI
– –
-9,220
Closed -$600K
BHI
492
DELISTED
Baker Hughes
BHI
– –
-11,081
Closed -$604K
SPLS
493
DELISTED
Staples Inc
SPLS
– –
-24,014
Closed -$242K
16 17 18 19
20

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IA
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AT
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UM
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FCAS
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RFC
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GF
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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.