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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
CHTR icon
76
Charter Communications
CHTR
$17.3B
$1.82M 0.29%
5,412
-617
-10% -$210K
MDLZ icon
77
Mondelez International
MDLZ
$79.5B
$1.82M 0.29%
42,421
-359
-0.8% -$15.1K
FDX icon
78
FedEx
FDX
$72.7B
$1.8M 0.28%
7,206
+82
+1% +$18.8K
CL icon
79
Colgate-Palmolive
CL
$73.1B
$1.78M 0.28%
23,621
-121
-0.5% -$8.84K
PM icon
80
Philip Morris
PM
$297B
$1.77M 0.28%
16,744
– –
SCHW
81
Charles Schwab
SCHW
$183B
$1.75M 0.28%
34,083
+175
+0.5% +$8.22K
BLK icon
82
Blackrock
BLK
$169B
$1.75M 0.28%
3,407
+3
+0.1% +$1.46K
EOG icon
83
EOG Resources
EOG
$79.2B
$1.75M 0.28%
16,195
-41
-0.3% -$4.13K
AMT icon
84
American Tower
AMT
$80.8B
$1.73M 0.27%
12,103
+125
+1% +$17.8K
AET
85
DELISTED
Aetna Inc
AET
$1.68M 0.27%
9,338
-41
-0.4% -$7.04K
DUK icon
86
Duke Energy
DUK
$97.8B
$1.67M 0.26%
19,831
-122
-0.6% -$10.7K
ELV icon
87
Elevance Health
ELV
$81.5B
$1.65M 0.26%
7,343
-79
-1% -$16.8K
DHR icon
88
Danaher
DHR
$137B
$1.63M 0.26%
19,763
+72
+0.4% +$5.86K
BDX icon
89
Becton Dickinson
BDX
$45.6B
$1.58M 0.25%
7,560
+1,053
+16% +$221K
OXY icon
90
Occidental Petroleum
OXY
$56.8B
$1.57M 0.25%
21,370
+35
+0.2% +$2.38K
BNY
91
Bank of New York Mellon
BNY
$106B
$1.57M 0.25%
29,165
-154
-0.5% -$8.2K
RTN
92
DELISTED
Raytheon Company
RTN
$1.55M 0.24%
8,253
– –
AMAT icon
93
Applied Materials
AMAT
$403B
$1.52M 0.24%
29,829
-312
-1% -$16.9K
GM icon
94
General Motors
GM
$80.4B
$1.51M 0.24%
36,777
-1,012
-3% -$43.9K
SPG icon
95
Simon Property Group
SPG
$74.4B
$1.5M 0.24%
8,742
-91
-1% -$14.8K
AIG icon
96
American International
AIG
$41.7B
$1.49M 0.24%
24,986
-744
-3% -$45.7K
MO icon
97
Altria Group
MO
$114B
$1.48M 0.23%
20,707
-85
-0.4% -$5.7K
D icon
98
Dominion Energy
D
$60.8B
$1.47M 0.23%
18,151
+356
+2% +$28.8K
ITW icon
99
Illinois Tool Works
ITW
$82.6B
$1.47M 0.23%
8,811
+41
+0.5% +$6.54K
SYK icon
100
Stryker
SYK
$125B
$1.47M 0.23%
9,479
+140
+1% +$21.4K
2 3
4
5 6

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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.