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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
KEY icon
176
KeyCorp
KEY
$24.2B
$817K 0.13%
40,523
-160
-0.4% -$3.02K
PXD
177
DELISTED
Pioneer Natural Resource Co.
PXD
$816K 0.13%
4,719
+31
+0.7% +$4.78K
DFS
178
DELISTED
Discover Financial Services
DFS
$814K 0.13%
10,586
-310
-3% -$21.3K
GLW icon
179
Corning
GLW
$119B
$798K 0.13%
24,957
-604
-2% -$19K
EL icon
180
Estee Lauder
EL
$30.4B
$796K 0.13%
6,259
+65
+1% +$7.81K
LVS icon
181
Las Vegas Sands
LVS
$31.7B
$790K 0.12%
11,375
-210
-2% -$14K
CMI icon
182
Cummins
CMI
$87.5B
$787K 0.12%
4,455
+39
+0.9% +$6.67K
FISV
183
Fiserv Inc
FISV
$28.8B
$783K 0.12%
11,948
-138
-1% -$8.91K
FCX icon
184
Freeport-McMoran
FCX
$90B
$772K 0.12%
40,731
+169
+0.4% +$2.55K
PH icon
185
Parker-Hannifin
PH
$123B
$767K 0.12%
3,843
-229
-6% -$42.6K
WY icon
186
Weyerhaeuser
WY
$18B
$754K 0.12%
21,374
+289
+1% +$10.2K
APH icon
187
Amphenol
APH
$198B
$752K 0.12%
34,240
– –
DXC icon
188
DXC Technology
DXC
$1.82B
$751K 0.12%
9,146
+52
+0.6% +$4.2K
ROP icon
189
Roper Technologies
ROP
$38.8B
$748K 0.12%
2,889
+21
+0.7% +$5.39K
ED icon
190
Consolidated Edison
ED
$40.1B
$746K 0.12%
8,786
+143
+2% +$12.3K
ALXN
191
DELISTED
Alexion Pharmaceuticals
ALXN
$742K 0.12%
6,204
-51
-0.8% -$6.21K
YUM icon
192
Yum! Brands
YUM
$41.8B
$741K 0.12%
9,082
-231
-2% -$18.3K
PEG icon
193
Public Service Enterprise Group
PEG
$38.2B
$736K 0.12%
14,282
+66
+0.5% +$3.33K
KR icon
194
Kroger
KR
$35.4B
$728K 0.11%
26,533
– –
SWK icon
195
Stanley Black & Decker
SWK
$14.3B
$727K 0.11%
4,287
-64
-1% -$10.5K
AMP icon
196
Ameriprise Financial
AMP
$48.3B
$722K 0.11%
4,262
-225
-5% -$36.1K
ROK icon
197
Rockwell Automation
ROK
$53.4B
$721K 0.11%
3,674
-233
-6% -$44.4K
DG icon
198
Dollar General
DG
$28B
$720K 0.11%
7,739
-329
-4% -$28.3K
DLTR icon
199
Dollar Tree
DLTR
$24.4B
$719K 0.11%
6,699
-43
-0.6% -$4.2K
SRE icon
200
Sempra
SRE
$57.9B
$717K 0.11%
13,406
+156
+1% +$9.04K
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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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.