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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
KMB icon
126
Kimberly-Clark
KMB
$36.3B
$1.19M 0.19%
9,896
– –
NSC icon
127
Norfolk Southern
NSC
$75.4B
$1.18M 0.19%
8,157
+33
+0.4% +$4.43K
MRSH
128
Marsh
MRSH
$90.5B
$1.18M 0.19%
14,471
+58
+0.4% +$4.82K
CTSH icon
129
Cognizant
CTSH
$24.9B
$1.18M 0.19%
16,572
+24
+0.1% +$1.75K
ICE icon
130
Intercontinental Exchange
ICE
$85.6B
$1.17M 0.18%
16,531
-103
-0.6% -$7.07K
TSLA icon
131
Tesla
TSLA
$1.23T
$1.15M 0.18%
55,575
+435
+0.8% +$9.46K
ISRG icon
132
Intuitive Surgical
ISRG
$127B
$1.14M 0.18%
9,348
-66
-0.7% -$8.26K
VLO icon
133
Valero Energy
VLO
$90.1B
$1.14M 0.18%
12,363
-127
-1% -$10.5K
TFC icon
134
Truist Financial
TFC
$63.3B
$1.13M 0.18%
22,731
+73
+0.3% +$3.52K
STZ icon
135
Constellation Brands
STZ
$22.2B
$1.1M 0.17%
4,828
+11
+0.2% +$2.38K
WM icon
136
Waste Management
WM
$90.6B
$1.09M 0.17%
12,677
-73
-0.6% -$5.94K
EBAY icon
137
eBay
EBAY
$50.6B
$1.07M 0.17%
28,333
-192
-0.7% -$7.13K
INTU icon
138
Intuit
INTU
$86.5B
$1.07M 0.17%
6,778
+34
+0.5% +$5.18K
EXC icon
139
Exelon
EXC
$47.2B
$1.07M 0.17%
37,991
+1,587
+4% +$45.6K
ALL icon
140
Allstate
ALL
$68B
$1.06M 0.17%
10,130
-25
-0.2% -$2.46K
VRTX icon
141
Vertex Pharmaceuticals
VRTX
$121B
$1.05M 0.17%
7,043
+42
+0.6% +$6.22K
TRV icon
142
Travelers Companies
TRV
$78.1B
$1.05M 0.17%
7,746
-65
-0.8% -$8.58K
TFCFA
143
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$1.05M 0.17%
30,417
-501
-2% -$14.9K
KMI icon
144
Kinder Morgan
KMI
$71.7B
$1.03M 0.16%
57,235
– –
AEP icon
145
American Electric Power
AEP
$69.6B
$1.03M 0.16%
14,010
+216
+2% +$16.1K
HPQ icon
146
HP
HPQ
$24.9B
$1.02M 0.16%
48,620
-94
-0.2% -$2K
STT icon
147
State Street
STT
$50.6B
$1.02M 0.16%
10,466
-118
-1% -$11.3K
HUM icon
148
Humana
HUM
$43.7B
$999K 0.16%
4,028
-27
-0.7% -$6.67K
APD icon
149
Air Products & Chemicals
APD
$65.7B
$994K 0.16%
6,060
+30
+0.5% +$4.78K
ZTS icon
150
Zoetis
ZTS
$32.4B
$991K 0.16%
13,759
-70
-0.5% -$4.81K
4 5
6
7 8

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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.