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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
ADP icon
101
Automatic Data Processing
ADP
$106B
$1.37M 0.23%
12,507
+190
+2% +$20.3K
NOC icon
102
Northrop Grumman
NOC
$77.1B
$1.34M 0.23%
4,662
+136
+3% +$36.6K
MET icon
103
MetLife
MET
$61.9B
$1.33M 0.23%
25,679
-2,792
-10% -$136K
KHC icon
104
Kraft Heinz
KHC
$30.7B
$1.33M 0.22%
17,167
+485
+3% +$40.6K
CI icon
105
Cigna
CI
$73.7B
$1.33M 0.22%
7,113
+189
+3% +$33.7K
TJX icon
106
TJX Companies
TJX
$174B
$1.33M 0.22%
35,998
+190
+0.5% +$6.77K
SYK icon
107
Stryker
SYK
$125B
$1.33M 0.22%
9,339
+131
+1% +$18.8K
MO icon
108
Altria Group
MO
$114B
$1.32M 0.22%
20,792
– –
ITW icon
109
Illinois Tool Works
ITW
$82.6B
$1.3M 0.22%
8,770
+127
+1% +$18.1K
CME icon
110
CME Group
CME
$96.3B
$1.29M 0.22%
9,499
+208
+2% +$26.3K
ATVI
111
DELISTED
Activision Blizzard
ATVI
$1.27M 0.22%
19,767
+408
+2% +$25.5K
PRU icon
112
Prudential Financial
PRU
$42.4B
$1.27M 0.21%
11,934
+318
+3% +$34K
F icon
113
Ford
F
$58.5B
$1.27M 0.21%
105,803
+5,446
+5% +$61.4K
TSLA icon
114
Tesla
TSLA
$1.23T
$1.25M 0.21%
55,140
+2,730
+5% +$63K
BDX icon
115
Becton Dickinson
BDX
$45.6B
$1.24M 0.21%
6,507
+245
+4% +$47.5K
MRSH
116
Marsh
MRSH
$90.5B
$1.21M 0.2%
14,413
+296
+2% +$23.5K
CTSH icon
117
Cognizant
CTSH
$24.9B
$1.2M 0.2%
16,548
+41
+0.2% +$2.88K
KMB icon
118
Kimberly-Clark
KMB
$36.3B
$1.17M 0.2%
9,896
+209
+2% +$25.5K
MU icon
119
Micron Technology
MU
$930B
$1.15M 0.19%
29,202
+851
+3% +$26.9K
ICE icon
120
Intercontinental Exchange
ICE
$85.6B
$1.14M 0.19%
16,634
+252
+2% +$16.6K
BSX icon
121
Boston Scientific
BSX
$69.5B
$1.14M 0.19%
39,091
+2,038
+6% +$56.3K
CCI icon
122
Crown Castle
CCI
$33.3B
$1.14M 0.19%
11,357
+1,396
+14% +$143K
EMR icon
123
Emerson Electric
EMR
$83.9B
$1.13M 0.19%
18,048
+365
+2% +$22K
COF icon
124
Capital One
COF
$128B
$1.13M 0.19%
13,369
+203
+2% +$16.7K
SPGI icon
125
S&P Global
SPGI
$121B
$1.13M 0.19%
7,237
+113
+2% +$17.2K
3 4
5
6 7

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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 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.