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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
KEY icon
176
KeyCorp
KEY
$24.2B
$766K 0.13%
40,683
– –
GLW icon
177
Corning
GLW
$119B
$765K 0.13%
25,561
– –
APC
178
DELISTED
Anadarko Petroleum
APC
$760K 0.13%
15,565
+274
+2% +$12.1K
SRE icon
179
Sempra
SRE
$57.9B
$756K 0.13%
13,250
+276
+2% +$16K
LVS icon
180
Las Vegas Sands
LVS
$31.7B
$743K 0.13%
11,585
+155
+1% +$9.62K
CMI icon
181
Cummins
CMI
$87.5B
$742K 0.13%
4,416
+73
+2% +$11.8K
WELL icon
182
Welltower
WELL
$169B
$727K 0.12%
10,343
+336
+3% +$24.4K
APH icon
183
Amphenol
APH
$198B
$725K 0.12%
34,240
– –
PCAR icon
184
PACCAR
PCAR
$69.8B
$722K 0.12%
14,976
+99
+0.7% +$4.46K
PPL
185
PPL Corp
PPL
$26.5B
$721K 0.12%
19,008
-740
-4% -$28.6K
ROST icon
186
Ross Stores
ROST
$80.5B
$719K 0.12%
11,136
+314
+3% +$18.1K
WY icon
187
Weyerhaeuser
WY
$18B
$718K 0.12%
21,085
+490
+2% +$16.1K
EIX icon
188
Edison International
EIX
$28.2B
$714K 0.12%
9,255
+206
+2% +$16.3K
PH icon
189
Parker-Hannifin
PH
$123B
$713K 0.12%
4,072
+170
+4% +$27.9K
HPE icon
190
Hewlett Packard
HPE
$63.4B
$708K 0.12%
48,099
-10,527
-18% -$144K
SYF icon
191
Synchrony
SYF
$24.7B
$704K 0.12%
22,677
+288
+1% +$8.61K
DFS
192
DELISTED
Discover Financial Services
DFS
$703K 0.12%
10,896
+139
+1% +$8.43K
WDC icon
193
Western Digital
WDC
$188B
$700K 0.12%
10,715
+337
+3% +$22.4K
ROP icon
194
Roper Technologies
ROP
$38.8B
$698K 0.12%
2,868
+65
+2% +$15.3K
WMB icon
195
Williams Companies
WMB
$87.5B
$698K 0.12%
23,249
+801
+4% +$24.4K
ED icon
196
Consolidated Edison
ED
$40.1B
$697K 0.12%
8,643
+227
+3% +$18.8K
ROK icon
197
Rockwell Automation
ROK
$53.4B
$696K 0.12%
3,907
+392
+11% +$65.2K
PXD
198
DELISTED
Pioneer Natural Resource Co.
PXD
$692K 0.12%
4,688
+106
+2% +$15.2K
AVB icon
199
AvalonBay Communities
AVB
$26.5B
$691K 0.12%
3,875
+47
+1% +$8.81K
XEL icon
200
Xcel Energy
XEL
$48.8B
$686K 0.12%
14,500
+469
+3% +$22.5K
6 7
8
9 10

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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.