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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
-2.57%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.61B
AUM Growth
-$31M
Cap. Flow
+$246M
Cap. Flow %
3.24%
Top 10 Hldgs %
29.29%
Holding
645
New
7
Increased
510
Reduced
81
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$16.5M
2
MSFT icon
Microsoft
MSFT
+$16M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.7M
4
AMZN icon
Amazon
AMZN
+$8.35M
5
NVDA icon
NVIDIA
NVDA
+$7.67M

Top Sells

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$8.95M
2
CSX icon
CSX Corp
CSX
+$4.41M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.48M
4
NSC icon
Norfolk Southern
NSC
+$3.17M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.99M

Sector Composition

Rank Sector Weight
1 Technology 29.14%
2 Healthcare 13.21%
3 Financials 11.81%
4 Consumer Discretionary 11.05%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TTD icon
226
Trade Desk
TTD
$6.49B
$7M 0.09%
89,546
+1,316
+1% +$106K
EL icon
227
Estee Lauder
EL
$32B
$6.97M 0.09%
48,218
+1,795
+4% +$299K
SPG icon
228
Simon Property Group
SPG
$72.3B
$6.96M 0.09%
64,426
+3,332
+5% +$390K
SBAC icon
229
SBA Communications
SBAC
$19.5B
$6.96M 0.09%
34,755
+776
+2% +$173K
YUM icon
230
Yum! Brands
YUM
$41.1B
$6.93M 0.09%
55,488
+1,932
+4% +$254K
A icon
231
Agilent Technologies
A
$41.2B
$6.92M 0.09%
61,886
+1,958
+3% +$235K
AEE icon
232
Ameren
AEE
$30.1B
$6.91M 0.09%
92,322
+12,358
+15% +$1.01M
FIS icon
233
Fidelity National Information Services
FIS
$22.1B
$6.91M 0.09%
124,981
+5,086
+4% +$293K
KDP icon
234
Keurig Dr Pepper
KDP
$40.8B
$6.88M 0.09%
218,011
+1,899
+0.9% +$62.7K
DHI icon
235
D.R. Horton
DHI
$42.3B
$6.86M 0.09%
63,809
+1,250
+2% +$150K
NOC icon
236
Northrop Grumman
NOC
$81.2B
$6.85M 0.09%
15,564
+863
+6% +$379K
MRNA icon
237
Moderna
MRNA
$23.6B
$6.79M 0.09%
65,752
+2,885
+5% +$322K
CEG icon
238
Constellation Energy
CEG
$95.6B
$6.75M 0.09%
61,921
+899
+1% +$92.7K
OTIS icon
239
Otis Worldwide
OTIS
$28.2B
$6.66M 0.09%
82,882
+2,816
+4% +$241K
CMI icon
240
Cummins
CMI
$88.7B
$6.64M 0.09%
29,060
+1,284
+5% +$310K
AME icon
241
Ametek
AME
$58.2B
$6.63M 0.09%
44,846
+2,927
+7% +$457K
CTSH icon
242
Cognizant
CTSH
$26B
$6.59M 0.09%
97,280
+2,216
+2% +$153K
KR icon
243
Kroger
KR
$34.8B
$6.57M 0.09%
146,759
+4,492
+3% +$211K
VICI icon
244
VICI Properties
VICI
$29.4B
$6.55M 0.09%
225,079
-574
-0.3% -$17.8K
GWW icon
245
W.W. Grainger
GWW
$60.2B
$6.52M 0.09%
9,428
+88
+0.9% +$63.6K
DVN icon
246
Devon Energy
DVN
$47.3B
$6.52M 0.09%
136,590
+3,145
+2% +$158K
PPG icon
247
PPG Industries
PPG
$26.6B
$6.48M 0.09%
49,923
+2,632
+6% +$369K
ROK icon
248
Rockwell Automation
ROK
$49B
$6.45M 0.08%
22,552
+1,138
+5% +$352K
SYY icon
249
Sysco
SYY
$40.3B
$6.43M 0.08%
97,334
+3,059
+3% +$220K
ACGL icon
250
Arch Capital
ACGL
$33.6B
$6.37M 0.08%
79,945
+8,192
+11% +$638K
8 9
10
11 12

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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
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
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NMO
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IFM Investors's Q3 2023 Portfolio in Review

As of Q3 2023, IFM Investors held 645 positions worth $7.61B, down 0.41% from $7.64B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

IFM Investors deployed $246M of net new capital in Q3 2023, opening 7 new positions and adding to 510 existing holdings. Its largest new stake was Kenvue: 308,759 shares worth $6.2M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Union Pacific, an estimated $8.95M trimmed.

  • IFM Investors's largest Q3 2023 buy was Kenvue: 308,759 shares worth $6.2M.
  • IFM Investors added most to Apple in Q3 2023, an estimated $16.5M increase.
  • IFM Investors's biggest Q3 2023 reduction was Union Pacific, cutting an estimated $8.95M.
  • IFM Investors fully exited Black Knight, Inc. Common Stock in Q3 2023, selling an estimated $1.59M.
  • IFM Investors's ten largest holdings make up 29% of its $7.61B portfolio in Q3 2023.
  • IFM Investors opened 7 new positions and closed 5 in Q3 2023.
  • IFM Investors's portfolio value fell 0.41% quarter-over-quarter to $7.61B.

Based on IFM Investors's 13F filing for Q3 2023, filed 26 Oct 2023.