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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
AMD icon
476
Advanced Micro Devices
AMD
$786B
$243K 0.04%
23,640
+546
+2% +$6.38K
LH icon
477
Labcorp
LH
$25.4B
$240K 0.04%
1,751
– –
ACGL icon
478
Arch Capital
ACGL
$33.8B
$239K 0.04%
7,914
– –
NDAQ icon
479
Nasdaq
NDAQ
$52.9B
$239K 0.04%
9,333
– –
CIT
480
DELISTED
CIT Group Inc.
CIT
$236K 0.04%
4,803
– –
PE
481
DELISTED
PARSLEY ENERGY INC
PE
$233K 0.04%
7,917
– –
M icon
482
Macy's
M
$6.71B
$231K 0.04%
9,162
– –
CDNS icon
483
Cadence Design Systems
CDNS
$92.8B
$230K 0.04%
+5,489
New +$236K
NVR icon
484
NVR
NVR
$17B
$225K 0.04%
+64
New +$208K
LULU icon
485
lululemon athletica
LULU
$14B
$220K 0.03%
+2,804
New +$187K
CSGP icon
486
CoStar Group
CSGP
$12.2B
$219K 0.03%
+7,390
New +$216K
AAL icon
487
American Airlines Group
AAL
$11B
$216K 0.03%
+4,142
New +$206K
HP icon
488
Helmerich & Payne
HP
$3.33B
$215K 0.03%
+3,328
New +$187K
WBC
489
DELISTED
WABCO HOLDINGS INC.
WBC
$213K 0.03%
+1,484
New +$218K
AGNC icon
490
AGNC Investment
AGNC
$12.6B
$208K 0.03%
10,300
– –
AAP icon
491
Advance Auto Parts
AAP
$3.59B
$207K 0.03%
+2,078
New +$191K
MLM icon
492
Martin Marietta Materials
MLM
$33.2B
$206K 0.03%
+931
New +$195K
MAA icon
493
Mid-America Apartment Communities
MAA
$15.7B
$205K 0.03%
2,034
– –
LEA icon
494
Lear
LEA
$6.18B
$204K 0.03%
+1,152
New +$202K
WAB icon
495
Wabtec
WAB
$50B
$204K 0.03%
+2,508
New +$192K
AMG icon
496
Affiliated Managers Group
AMG
$9.92B
$201K 0.03%
+979
New +$190K
ARE icon
497
Alexandria Real Estate Equities
ARE
$8.73B
$200K 0.03%
+1,532
New +$193K
FDC
498
DELISTED
First Data Corporation
FDC
$197K 0.03%
11,807
+137
+1% +$2.35K
BRX icon
499
Brixmor Property Group
BRX
$9.49B
$195K 0.03%
10,468
– –
MAT icon
500
Mattel
MAT
$4.2B
$180K 0.03%
11,711
– –
17 18 19
20
21

Similar funds

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 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.