We are live on ! Find out more
II

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
HAL icon
126
Halliburton
HAL
$26.9B
$1.13M 0.19%
24,454
+769
+3% +$32.2K
PX
127
DELISTED
Praxair Inc
PX
$1.13M 0.19%
8,053
+244
+3% +$32.5K
PSX icon
128
Phillips 66
PSX
$84.9B
$1.12M 0.19%
12,201
-322
-3% -$27.3K
KMI icon
129
Kinder Morgan
KMI
$71.7B
$1.1M 0.19%
57,235
+3,072
+6% +$59.8K
EBAY icon
130
eBay
EBAY
$50.6B
$1.1M 0.19%
28,525
+140
+0.5% +$5.09K
ISRG icon
131
Intuitive Surgical
ISRG
$127B
$1.09M 0.18%
9,414
+9
+0.1% +$981
NSC icon
132
Norfolk Southern
NSC
$75.4B
$1.07M 0.18%
8,124
+143
+2% +$17.4K
TFC icon
133
Truist Financial
TFC
$63.3B
$1.06M 0.18%
22,658
+329
+1% +$15.1K
VRTX icon
134
Vertex Pharmaceuticals
VRTX
$121B
$1.06M 0.18%
7,001
+201
+3% +$30.3K
ESRX
135
DELISTED
Express Scripts Holding Company
ESRX
$1.06M 0.18%
16,699
-129
-0.8% -$8.02K
EA icon
136
Electronic Arts
EA
$53B
$1.02M 0.17%
8,621
+270
+3% +$31.3K
STT icon
137
State Street
STT
$50.6B
$1.01M 0.17%
10,584
+78
+0.7% +$7.26K
MAR icon
138
Marriott International
MAR
$98.3B
$1.01M 0.17%
9,128
+40
+0.4% +$4.12K
WM icon
139
Waste Management
WM
$90.6B
$998K 0.17%
12,750
+35
+0.3% +$2.66K
HUM icon
140
Humana
HUM
$43.7B
$988K 0.17%
4,055
+31
+0.8% +$7.59K
PCG icon
141
PG&E
PCG
$38.3B
$985K 0.17%
14,469
+403
+3% +$27.6K
REGN icon
142
Regeneron Pharmaceuticals
REGN
$78.5B
$979K 0.17%
2,190
+45
+2% +$21.4K
EXC icon
143
Exelon
EXC
$47.2B
$978K 0.17%
36,404
+982
+3% +$26.3K
EQIX icon
144
Equinix
EQIX
$101B
$975K 0.16%
2,184
+79
+4% +$35.4K
HPQ icon
145
HP
HPQ
$24.9B
$972K 0.16%
48,714
+2,264
+5% +$43.1K
AEP icon
146
American Electric Power
AEP
$69.6B
$969K 0.16%
13,794
+156
+1% +$11.1K
DE icon
147
Deere & Co
DE
$160B
$963K 0.16%
7,671
– –
STZ icon
148
Constellation Brands
STZ
$22.2B
$961K 0.16%
4,817
+54
+1% +$10.7K
VLO icon
149
Valero Energy
VLO
$90.1B
$961K 0.16%
12,490
+271
+2% +$18.7K
INTU icon
150
Intuit
INTU
$86.5B
$959K 0.16%
6,744
+123
+2% +$17K
4 5
6
7 8

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
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
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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.