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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
TRV icon
151
Travelers Companies
TRV
$78.1B
$957K 0.16%
7,811
+91
+1% +$11.4K
PLD icon
152
Prologis
PLD
$135B
$956K 0.16%
15,057
+501
+3% +$30.9K
ECL icon
153
Ecolab
ECL
$78.1B
$941K 0.16%
7,315
+46
+0.6% +$6.05K
PSA icon
154
Public Storage
PSA
$60.5B
$940K 0.16%
4,391
+191
+5% +$39.5K
ALL icon
155
Allstate
ALL
$68B
$933K 0.16%
10,155
+39
+0.4% +$3.55K
AFL icon
156
Aflac
AFL
$64.9B
$918K 0.15%
22,556
+342
+2% +$13.8K
MCK icon
157
McKesson
MCK
$100B
$914K 0.15%
5,953
-152
-2% -$23.7K
APD icon
158
Air Products & Chemicals
APD
$65.7B
$912K 0.15%
6,030
+111
+2% +$16.3K
ADI icon
159
Analog Devices
ADI
$179B
$884K 0.15%
10,257
+402
+4% +$32.4K
ZTS icon
160
Zoetis
ZTS
$32.4B
$882K 0.15%
13,829
+466
+3% +$29.2K
ALXN
161
DELISTED
Alexion Pharmaceuticals
ALXN
$878K 0.15%
6,255
+18
+0.3% +$2.44K
BAX icon
162
Baxter International
BAX
$13.5B
$871K 0.15%
13,873
+153
+1% +$9.45K
TGT icon
163
Target
TGT
$65.6B
$871K 0.15%
14,762
+220
+2% +$12.3K
FIS icon
164
Fidelity National Information Services
FIS
$23.1B
$869K 0.15%
9,302
+368
+4% +$33.4K
GIS icon
165
General Mills
GIS
$19.1B
$845K 0.14%
16,332
+278
+2% +$15.2K
SHW icon
166
Sherwin-Williams
SHW
$82.7B
$835K 0.14%
6,993
+165
+2% +$18.9K
LRCX icon
167
Lam Research
LRCX
$367B
$832K 0.14%
44,990
+730
+2% +$11.8K
TFCFA
168
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$816K 0.14%
30,918
+1,236
+4% +$34K
MPC icon
169
Marathon Petroleum
MPC
$92.4B
$815K 0.14%
14,533
+184
+1% +$9.87K
PGR icon
170
Progressive
PGR
$123B
$806K 0.14%
16,638
+691
+4% +$32.3K
ILMN icon
171
Illumina
ILMN
$31B
$804K 0.14%
4,151
+93
+2% +$17.3K
STI
172
DELISTED
SunTrust Banks, Inc.
STI
$804K 0.14%
13,448
– –
PPG icon
173
PPG Industries
PPG
$24.6B
$785K 0.13%
7,223
+106
+1% +$11.3K
SYY icon
174
Sysco
SYY
$40.8B
$782K 0.13%
14,498
+168
+1% +$8.74K
FISV
175
Fiserv Inc
FISV
$28.8B
$779K 0.13%
12,086
+146
+1% +$9.07K
5 6
7
8 9

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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.