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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
+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
CRM icon
76
Salesforce
CRM
$151B
$1.77M 0.3%
18,899
+929
+5% +$85.5K
MDLZ icon
77
Mondelez International
MDLZ
$79.5B
$1.74M 0.29%
42,780
+808
+2% +$34.3K
COP icon
78
ConocoPhillips
COP
$147B
$1.73M 0.29%
34,582
+808
+2% +$36.3K
CL icon
79
Colgate-Palmolive
CL
$73.1B
$1.73M 0.29%
23,742
+745
+3% +$53.7K
DUK icon
80
Duke Energy
DUK
$97.8B
$1.67M 0.28%
19,953
+285
+1% +$24.4K
AMT icon
81
American Tower
AMT
$80.8B
$1.64M 0.28%
11,978
+353
+3% +$49.1K
FDX icon
82
FedEx
FDX
$72.7B
$1.61M 0.27%
7,124
+170
+2% +$36.2K
AIG icon
83
American International
AIG
$41.7B
$1.58M 0.27%
25,730
-1,213
-5% -$75.6K
EOG icon
84
EOG Resources
EOG
$79.2B
$1.57M 0.27%
16,236
+465
+3% +$42K
AMAT icon
85
Applied Materials
AMAT
$403B
$1.57M 0.26%
30,141
+795
+3% +$35.9K
BNY
86
Bank of New York Mellon
BNY
$106B
$1.55M 0.26%
29,319
+522
+2% +$27.4K
RTN
87
DELISTED
Raytheon Company
RTN
$1.54M 0.26%
8,253
+253
+3% +$44.6K
GM icon
88
General Motors
GM
$80.4B
$1.53M 0.26%
37,789
+966
+3% +$35.3K
BLK icon
89
Blackrock
BLK
$169B
$1.52M 0.26%
3,404
+80
+2% +$34.1K
MON
90
DELISTED
Monsanto Co
MON
$1.5M 0.25%
12,540
+562
+5% +$66.1K
DHR icon
91
Danaher
DHR
$137B
$1.5M 0.25%
19,691
+428
+2% +$31.7K
GD icon
92
General Dynamics
GD
$104B
$1.49M 0.25%
7,268
+146
+2% +$29.3K
AET
93
DELISTED
Aetna Inc
AET
$1.49M 0.25%
9,379
-241
-3% -$37.6K
SCHW
94
Charles Schwab
SCHW
$183B
$1.48M 0.25%
33,908
+1,157
+4% +$48K
SPG icon
95
Simon Property Group
SPG
$74.4B
$1.42M 0.24%
8,833
+109
+1% +$17.4K
ELV icon
96
Elevance Health
ELV
$81.5B
$1.41M 0.24%
7,422
+153
+2% +$29.1K
CSX icon
97
CSX Corp
CSX
$93.4B
$1.41M 0.24%
77,799
+372
+0.5% +$6.38K
SO icon
98
Southern Company
SO
$109B
$1.37M 0.23%
27,891
+506
+2% +$24.5K
OXY icon
99
Occidental Petroleum
OXY
$56.8B
$1.37M 0.23%
21,335
+414
+2% +$25.2K
D icon
100
Dominion Energy
D
$60.8B
$1.37M 0.23%
17,795
+488
+3% +$38K
2 3
4
5 6

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IA
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AT
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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 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.