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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
MCO icon
201
Moody's
MCO
$82.8B
$714K 0.11%
4,839
+5
+0.1% +$733
PCAR icon
202
PACCAR
PCAR
$69.8B
$714K 0.11%
15,060
+84
+0.6% +$3.97K
MNST icon
203
Monster Beverage
MNST
$94.3B
$712K 0.11%
22,490
-248
-1% -$7.43K
HCA icon
204
HCA Healthcare
HCA
$87.2B
$706K 0.11%
8,041
-80
-1% -$6.43K
TROW icon
205
T. Rowe Price
TROW
$23.9B
$706K 0.11%
6,725
-188
-3% -$18.3K
WMB icon
206
Williams Companies
WMB
$87.5B
$705K 0.11%
23,115
-134
-0.6% -$3.9K
AVB icon
207
AvalonBay Communities
AVB
$26.5B
$700K 0.11%
3,926
+51
+1% +$9.26K
XEL icon
208
Xcel Energy
XEL
$48.8B
$698K 0.11%
14,500
– –
VFC icon
209
VF Corp
VFC
$5.63B
$690K 0.11%
9,907
-144
-1% -$9.51K
COL
210
DELISTED
Rockwell Collins
COL
$683K 0.11%
5,034
+199
+4% +$26.7K
MAS icon
211
Masco
MAS
$14.1B
$681K 0.11%
15,496
+1,067
+7% +$43.4K
RF icon
212
Regions Financial
RF
$26.4B
$680K 0.11%
39,348
– –
ZBH icon
213
Zimmer Biomet
ZBH
$18.2B
$673K 0.11%
5,748
-20
-0.3% -$2.26K
MTB icon
214
M&T Bank
MTB
$35.7B
$668K 0.11%
3,906
-64
-2% -$10.6K
PFG icon
215
Principal Financial Group
PFG
$24.3B
$667K 0.11%
9,450
– –
CXO
216
DELISTED
CONCHO RESOURCES INC.
CXO
$666K 0.11%
4,431
– –
HBAN icon
217
Huntington Bancshares
HBAN
$34.4B
$665K 0.11%
45,677
-670
-1% -$9.41K
FITB
218
Fifth Third Bancorp
FITB
$51.2B
$664K 0.1%
21,870
+400
+2% +$11.7K
EW icon
219
Edwards Lifesciences
EW
$49.6B
$663K 0.1%
17,652
+165
+0.9% +$6.05K
WELL icon
220
Welltower
WELL
$169B
$662K 0.1%
10,384
+41
+0.4% +$2.75K
EQR icon
221
Equity Residential
EQR
$24.9B
$658K 0.1%
10,316
+66
+0.6% +$4.41K
DLR icon
222
Digital Realty Trust
DLR
$69.7B
$657K 0.1%
5,766
+1,112
+24% +$131K
TSN icon
223
Tyson Foods
TSN
$20.4B
$655K 0.1%
8,084
-788
-9% -$60.3K
MRVL icon
224
Marvell Technology
MRVL
$168B
$653K 0.1%
30,393
-5,343
-15% -$109K
HPE icon
225
Hewlett Packard
HPE
$63.4B
$652K 0.1%
45,408
-2,691
-6% -$38.2K
7 8
9
10 11

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UM
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FCAS
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RFC
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GF
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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.