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II

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
AAPL icon
1
Apple
AAPL
$4.89T
$24.5M 3.87%
578,964
-5,232
-0.9% -$219K
MSFT icon
2
Microsoft
MSFT
$2.84T
$17.6M 2.77%
205,200
-162
-0.1% -$13.3K
AMZN icon
3
Amazon
AMZN
$2.5T
$13.4M 2.11%
228,580
+840
+0.4% +$46.2K
META icon
4
Meta Platforms (Facebook)
META
$1.51T
$11.7M 1.85%
66,409
+234
+0.4% +$41.4K
JPM icon
5
JPMorgan Chase
JPM
$939B
$10.5M 1.66%
98,582
-872
-0.9% -$88.3K
JNJ icon
6
Johnson & Johnson
JNJ
$635B
$10.5M 1.66%
75,214
-274
-0.4% -$38.2K
XOM icon
7
ExxonMobil
XOM
$651B
$9.93M 1.57%
118,739
+116
+0.1% +$9.59K
GOOG icon
8
Alphabet (Google) Class C
GOOG
$3.9T
$9.17M 1.45%
175,200
+400
+0.2% +$20.4K
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$3.91T
$8.79M 1.39%
166,900
+20
+0% +$1.03K
BAC icon
10
Bank of America
BAC
$435B
$8.27M 1.31%
280,159
+1,907
+0.7% +$52.6K
WFC icon
11
Wells Fargo
WFC
$261B
$8.02M 1.27%
132,176
-642
-0.5% -$36.3K
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.07T
$7.01M 1.11%
35,363
+492
+1% +$93.4K
T icon
13
AT&T
T
$165B
$6.69M 1.06%
227,875
-4
-0% -$109
CVX icon
14
Chevron
CVX
$388B
$6.64M 1.05%
53,046
+22
+0% +$2.61K
PG icon
15
Procter & Gamble
PG
$343B
$6.57M 1.04%
71,529
-147
-0.2% -$13.2K
HD icon
16
Home Depot
HD
$332B
$6.26M 0.99%
33,053
-414
-1% -$71.5K
INTC icon
17
Intel
INTC
$466B
$6.08M 0.96%
131,600
-131
-0.1% -$5.72K
VZ icon
18
Verizon
VZ
$194B
$6.05M 0.96%
114,306
+67
+0.1% +$3.29K
PFE icon
19
Pfizer
PFE
$140B
$6.04M 0.95%
175,835
-668
-0.4% -$22.8K
UNH icon
20
UnitedHealth
UNH
$382B
$5.97M 0.94%
27,061
+43
+0.2% +$9.11K
V icon
21
Visa
V
$677B
$5.85M 0.92%
51,309
-422
-0.8% -$46.6K
C icon
22
Citigroup
C
$222B
$5.68M 0.9%
76,358
-625
-0.8% -$46.2K
CSCO icon
23
Cisco
CSCO
$450B
$5.36M 0.85%
139,853
+82
+0.1% +$2.93K
CMCSA icon
24
Comcast
CMCSA
$79.1B
$5.28M 0.83%
131,788
-567
-0.4% -$21.3K
KO icon
25
Coca-Cola
KO
$354B
$5.22M 0.82%
113,702
-353
-0.3% -$16.2K
1
2 3 4 5

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AT
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MSV
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CCM
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FCAS
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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.