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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
GS icon
51
Goldman Sachs
GS
$300B
$2.6M 0.41%
10,211
+314
+3% +$77K
USB icon
52
US Bancorp
USB
$98.2B
$2.53M 0.4%
47,141
-245
-0.5% -$13.2K
ADBE icon
53
Adobe
ADBE
$99.5B
$2.42M 0.38%
13,826
+25
+0.2% +$4.3K
BKNG icon
54
Booking.com
BKNG
$149B
$2.39M 0.38%
34,375
– –
LLY icon
55
Eli Lilly
LLY
$1.02T
$2.35M 0.37%
27,839
+20
+0.1% +$1.7K
PYPL icon
56
PayPal
PYPL
$48.9B
$2.35M 0.37%
31,869
-30
-0.1% -$2.17K
SBUX icon
57
Starbucks
SBUX
$120B
$2.33M 0.37%
40,495
-155
-0.4% -$8.77K
NFLX icon
58
Netflix
NFLX
$299B
$2.32M 0.37%
120,730
– –
UPS icon
59
United Parcel Service
UPS
$88.6B
$2.31M 0.36%
19,355
– –
NKE icon
60
Nike
NKE
$61.9B
$2.3M 0.36%
36,775
-181
-0.5% -$10.4K
COST icon
61
Costco
COST
$422B
$2.29M 0.36%
12,290
-41
-0.3% -$7.08K
CELG
62
DELISTED
Celgene Corp
CELG
$2.29M 0.36%
21,915
-131
-0.6% -$14.8K
LOW icon
63
Lowe's Companies
LOW
$117B
$2.18M 0.34%
23,451
-383
-2% -$31.7K
TMO icon
64
Thermo Fisher Scientific
TMO
$213B
$2.12M 0.33%
11,162
+218
+2% +$41.8K
AXP icon
65
American Express
AXP
$227B
$2.1M 0.33%
21,118
-198
-0.9% -$18.9K
CVS icon
66
CVS Health
CVS
$133B
$2.06M 0.33%
28,479
-99
-0.3% -$7.2K
NEE icon
67
NextEra Energy
NEE
$181B
$2.06M 0.33%
52,876
– –
MS icon
68
Morgan Stanley
MS
$331B
$2.03M 0.32%
38,761
-320
-0.8% -$16.2K
TWX
69
DELISTED
Time Warner Inc
TWX
$1.99M 0.31%
21,731
-22
-0.1% -$2.08K
LMT icon
70
Lockheed Martin
LMT
$134B
$1.98M 0.31%
6,157
-1,195
-16% -$377K
PNC icon
71
PNC Financial Services
PNC
$99.7B
$1.95M 0.31%
13,514
-63
-0.5% -$8.71K
CRM icon
72
Salesforce
CRM
$151B
$1.95M 0.31%
19,064
+165
+0.9% +$16.8K
BIIB icon
73
Biogen
BIIB
$30B
$1.89M 0.3%
5,934
-96
-2% -$30.8K
COP icon
74
ConocoPhillips
COP
$147B
$1.88M 0.3%
34,188
-394
-1% -$20.3K
WBA
75
DELISTED
Walgreens Boots Alliance
WBA
$1.85M 0.29%
25,544
-225
-0.9% -$15.8K
1 2
3
4 5

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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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Verition Fund 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.