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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
ADP icon
101
Automatic Data Processing
ADP
$106B
$1.46M 0.23%
12,459
-48
-0.4% -$5.49K
MON
102
DELISTED
Monsanto Co
MON
$1.46M 0.23%
12,503
-37
-0.3% -$4.4K
CI icon
103
Cigna
CI
$73.7B
$1.44M 0.23%
7,065
-48
-0.7% -$9.55K
NOC icon
104
Northrop Grumman
NOC
$77.1B
$1.43M 0.23%
4,662
– –
CSX icon
105
CSX Corp
CSX
$93.4B
$1.41M 0.22%
76,821
-978
-1% -$17.3K
CME icon
106
CME Group
CME
$96.3B
$1.39M 0.22%
9,531
+32
+0.3% +$4.56K
PRU icon
107
Prudential Financial
PRU
$42.4B
$1.38M 0.22%
11,960
+26
+0.2% +$2.92K
TJX icon
108
TJX Companies
TJX
$174B
$1.36M 0.21%
35,604
-394
-1% -$14.3K
SO icon
109
Southern Company
SO
$109B
$1.35M 0.21%
28,100
+209
+0.7% +$10.6K
COF icon
110
Capital One
COF
$128B
$1.34M 0.21%
13,463
+94
+0.7% +$8.58K
KHC icon
111
Kraft Heinz
KHC
$30.7B
$1.33M 0.21%
17,167
– –
F icon
112
Ford
F
$58.5B
$1.32M 0.21%
105,617
-186
-0.2% -$2.29K
MET icon
113
MetLife
MET
$61.9B
$1.28M 0.2%
25,317
-362
-1% -$19.1K
ATVI
114
DELISTED
Activision Blizzard
ATVI
$1.27M 0.2%
19,994
+227
+1% +$14.4K
CCI icon
115
Crown Castle
CCI
$33.3B
$1.26M 0.2%
11,397
+40
+0.4% +$4.32K
EMR icon
116
Emerson Electric
EMR
$83.9B
$1.25M 0.2%
17,970
-78
-0.4% -$5.05K
PX
117
DELISTED
Praxair Inc
PX
$1.25M 0.2%
8,053
– –
PSX icon
118
Phillips 66
PSX
$84.9B
$1.24M 0.2%
12,221
+20
+0.2% +$1.9K
GD icon
119
General Dynamics
GD
$104B
$1.23M 0.19%
6,047
-1,221
-17% -$249K
SPGI icon
120
S&P Global
SPGI
$121B
$1.22M 0.19%
7,217
-20
-0.3% -$3.27K
MAR icon
121
Marriott International
MAR
$98.3B
$1.21M 0.19%
8,910
-218
-2% -$26.8K
ESRX
122
DELISTED
Express Scripts Holding Company
ESRX
$1.21M 0.19%
16,193
-506
-3% -$32.4K
MU icon
123
Micron Technology
MU
$930B
$1.21M 0.19%
29,372
+170
+0.6% +$7.32K
DE icon
124
Deere & Co
DE
$160B
$1.2M 0.19%
7,688
+17
+0.2% +$2.38K
HAL icon
125
Halliburton
HAL
$26.9B
$1.2M 0.19%
24,581
+127
+0.5% +$5.6K
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 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.