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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
YUM icon
201
Yum! Brands
YUM
$41.8B
$686K 0.12%
9,313
-774
-8% -$58.2K
ADM icon
202
Archer Daniels Midland
ADM
$38.2B
$681K 0.11%
16,008
+335
+2% +$14.1K
DXC icon
203
DXC Technology
DXC
$1.82B
$676K 0.11%
9,094
+225
+3% +$16K
EQR icon
204
Equity Residential
EQR
$24.9B
$676K 0.11%
10,250
+70
+0.7% +$4.69K
MCO icon
205
Moody's
MCO
$82.8B
$673K 0.11%
4,834
+56
+1% +$7.36K
EL icon
206
Estee Lauder
EL
$30.4B
$668K 0.11%
6,194
-58
-0.9% -$5.95K
AMP icon
207
Ameriprise Financial
AMP
$48.3B
$666K 0.11%
4,487
– –
FTV icon
208
Fortive
FTV
$17.9B
$666K 0.11%
14,913
+148
+1% +$6.16K
BCR
209
DELISTED
CR Bard Inc.
BCR
$666K 0.11%
2,077
-74
-3% -$23.7K
PEG icon
210
Public Service Enterprise Group
PEG
$38.2B
$657K 0.11%
14,216
+409
+3% +$18.5K
SWK icon
211
Stanley Black & Decker
SWK
$14.3B
$657K 0.11%
4,351
+123
+3% +$17.7K
ZBH icon
212
Zimmer Biomet
ZBH
$18.2B
$656K 0.11%
5,768
+233
+4% +$26.9K
DG icon
213
Dollar General
DG
$28B
$654K 0.11%
8,068
+247
+3% +$18.5K
NLY icon
214
Annaly Capital Management
NLY
$17.1B
$652K 0.11%
13,369
– –
HBAN icon
215
Huntington Bancshares
HBAN
$34.4B
$647K 0.11%
46,347
+904
+2% +$11.9K
VTR icon
216
Ventas
VTR
$48B
$647K 0.11%
9,935
+105
+1% +$7.08K
HCA icon
217
HCA Healthcare
HCA
$87.2B
$646K 0.11%
8,121
-150
-2% -$12.1K
CCL icon
218
Carnival Corporation Ltd
CCL
$38.1B
$640K 0.11%
9,913
-206
-2% -$13.8K
MRVL icon
219
Marvell Technology
MRVL
$168B
$640K 0.11%
35,736
+1,415
+4% +$23.6K
MTB icon
220
M&T Bank
MTB
$35.7B
$639K 0.11%
3,970
+77
+2% +$12.1K
EW icon
221
Edwards Lifesciences
EW
$49.6B
$637K 0.11%
17,487
– –
COL
222
DELISTED
Rockwell Collins
COL
$632K 0.11%
4,835
+97
+2% +$11.8K
CERN
223
DELISTED
Cerner Corp
CERN
$629K 0.11%
8,816
+393
+5% +$26.1K
MNST icon
224
Monster Beverage
MNST
$94.3B
$628K 0.11%
22,738
+592
+3% +$16K
TROW icon
225
T. Rowe Price
TROW
$23.9B
$627K 0.11%
6,913
+114
+2% +$9.43K
7 8
9
10 11

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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
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
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GF
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Verition Fund Management
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Mawer Investment 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.