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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
EQIX icon
151
Equinix
EQIX
$101B
$990K 0.16%
2,184
– –
ECL icon
152
Ecolab
ECL
$78.1B
$982K 0.16%
7,315
– –
AFL icon
153
Aflac
AFL
$64.9B
$980K 0.15%
22,320
-236
-1% -$10.1K
BSX icon
154
Boston Scientific
BSX
$69.5B
$973K 0.15%
39,238
+147
+0.4% +$4.05K
PLD icon
155
Prologis
PLD
$135B
$973K 0.15%
15,086
+29
+0.2% +$1.89K
GIS icon
156
General Mills
GIS
$19.1B
$961K 0.15%
16,202
-130
-0.8% -$7.03K
SHW icon
157
Sherwin-Williams
SHW
$82.7B
$960K 0.15%
7,023
+30
+0.4% +$3.94K
TGT icon
158
Target
TGT
$65.6B
$949K 0.15%
14,548
-214
-1% -$12.9K
PGR icon
159
Progressive
PGR
$123B
$943K 0.15%
16,737
+99
+0.6% +$5.12K
MPC icon
160
Marathon Petroleum
MPC
$92.4B
$936K 0.15%
14,190
-343
-2% -$21K
PSA icon
161
Public Storage
PSA
$60.5B
$923K 0.15%
4,415
+24
+0.5% +$5.07K
MCK icon
162
McKesson
MCK
$100B
$915K 0.14%
5,870
-83
-1% -$12.3K
ADI icon
163
Analog Devices
ADI
$179B
$913K 0.14%
10,257
– –
EA icon
164
Electronic Arts
EA
$53B
$906K 0.14%
8,621
– –
ILMN icon
165
Illumina
ILMN
$31B
$889K 0.14%
4,183
+32
+0.8% +$6.58K
ROST icon
166
Ross Stores
ROST
$80.5B
$887K 0.14%
11,058
-78
-0.7% -$5.46K
FIS icon
167
Fidelity National Information Services
FIS
$23.1B
$885K 0.14%
9,407
+105
+1% +$9.87K
BAX icon
168
Baxter International
BAX
$13.5B
$881K 0.14%
13,627
-246
-2% -$15.8K
SYY icon
169
Sysco
SYY
$40.8B
$863K 0.14%
14,218
-280
-2% -$15.9K
SYF icon
170
Synchrony
SYF
$24.7B
$860K 0.14%
22,284
-393
-2% -$13.4K
STI
171
DELISTED
SunTrust Banks, Inc.
STI
$859K 0.14%
13,302
-146
-1% -$8.91K
PPG icon
172
PPG Industries
PPG
$24.6B
$844K 0.13%
7,222
-1
-0% -$115
LRCX icon
173
Lam Research
LRCX
$367B
$834K 0.13%
45,310
+320
+0.7% +$6.29K
APC
174
DELISTED
Anadarko Petroleum
APC
$831K 0.13%
15,495
-70
-0.4% -$3.44K
REGN icon
175
Regeneron Pharmaceuticals
REGN
$78.5B
$823K 0.13%
2,190
– –
5 6
7
8 9

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
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.