We are live on ! Find out more
II

IFM Investors Portfolio holdings

AUM $15.1B
1-Year Est. Return 40.57%
This Fund
S&P 500
This Quarter Est. Return
+12.59%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$8.21B
AUM Growth
+$608M
Cap. Flow
-$238M
Cap. Flow %
-2.89%
Top 10 Hldgs %
30.42%
Holding
644
New
4
Increased
100
Reduced
262
Closed
73

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.35M
2
VLTO icon
Veralto
VLTO
+$3.58M
3
VRT icon
Vertiv
VRT
+$3.02M
4
NEM icon
Newmont
NEM
+$2.72M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.95M

Top Sells

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$24.7M
2
ATVI
Activision Blizzard
ATVI
+$14.7M
3
MELI icon
Mercado Libre
MELI
+$12M
4
AZO icon
AutoZone
AZO
+$10.1M
5
CMG icon
Chipotle Mexican Grill
CMG
+$9.97M

Sector Composition

Rank Sector Weight
1 Technology 30.61%
2 Healthcare 12.61%
3 Financials 12.16%
4 Consumer Discretionary 10.46%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OTIS icon
226
Otis Worldwide
OTIS
$28.2B
$7.42M 0.09%
82,882
– –
FIS icon
227
Fidelity National Information Services
FIS
$22.1B
$7.41M 0.09%
123,298
-1,683
-1% -$92.3K
VICI icon
228
VICI Properties
VICI
$29.4B
$7.4M 0.09%
232,210
+7,131
+3% +$209K
O icon
229
Realty Income
O
$59.1B
$7.37M 0.09%
128,331
+2,527
+2% +$133K
CTSH icon
230
Cognizant
CTSH
$26B
$7.35M 0.09%
97,280
– –
ALL icon
231
Allstate
ALL
$67.5B
$7.34M 0.09%
52,414
-1,609
-3% -$210K
ON icon
232
ON Semiconductor
ON
$31.6B
$7.28M 0.09%
87,184
– –
TEAM icon
233
Atlassian
TEAM
$37.8B
$7.26M 0.09%
30,527
+560
+2% +$110K
CEG icon
234
Constellation Energy
CEG
$95.6B
$7.24M 0.09%
61,921
– –
AME icon
235
Ametek
AME
$58.2B
$7.22M 0.09%
43,814
-1,032
-2% -$157K
KVUE icon
236
Kenvue
KVUE
$36.9B
$7.19M 0.09%
334,116
+25,357
+8% +$507K
NOC icon
237
Northrop Grumman
NOC
$81.2B
$7.13M 0.09%
15,220
-344
-2% -$161K
YUM icon
238
Yum! Brands
YUM
$41.1B
$7.12M 0.09%
54,520
-968
-2% -$121K
CSGP icon
239
CoStar Group
CSGP
$12.3B
$7.06M 0.09%
80,762
+357
+0.4% +$28.9K
FAST icon
240
Fastenal
FAST
$59.5B
$7.05M 0.09%
217,694
-3,696
-2% -$111K
SYY icon
241
Sysco
SYY
$40.3B
$7.01M 0.09%
95,928
-1,406
-1% -$97K
EXR icon
242
Extra Space Storage
EXR
$31.6B
$6.95M 0.08%
43,366
-893
-2% -$114K
PPL
243
PPL Corp
PPL
$26.7B
$6.94M 0.08%
256,045
+684
+0.3% +$17.3K
KHC icon
244
Kraft Heinz
KHC
$30B
$6.91M 0.08%
186,972
– –
ROK icon
245
Rockwell Automation
ROK
$49B
$6.87M 0.08%
22,116
-436
-2% -$122K
BKR icon
246
Baker Hughes
BKR
$61.1B
$6.85M 0.08%
200,339
-3,846
-2% -$131K
CMI icon
247
Cummins
CMI
$88.7B
$6.81M 0.08%
28,428
-632
-2% -$144K
CBRE icon
248
CBRE Group
CBRE
$42.9B
$6.8M 0.08%
73,079
– –
COR icon
249
Cencora
COR
$61.2B
$6.78M 0.08%
33,011
-451
-1% -$88K
EL icon
250
Estee Lauder
EL
$32B
$6.73M 0.08%
46,025
-2,193
-5% -$291K
8 9
10
11 12

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
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
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

IFM Investors's Q4 2023 Portfolio in Review

As of Q4 2023, IFM Investors held 644 positions worth $8.21B, up 8% from $7.61B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

IFM Investors's Q4 2023 filing shows 4 new, 100 increased, 262 reduced and 73 closed positions. Its largest new stake was Veralto: 47,955 shares worth $3.94M. The largest sale was Booking.com, an estimated $24.7M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 29% a quarter earlier, followed by Healthcare and Financials.

  • IFM Investors's largest Q4 2023 buy was Veralto: 47,955 shares worth $3.94M.
  • IFM Investors added most to Broadcom in Q4 2023, an estimated $5.35M increase.
  • IFM Investors's biggest Q4 2023 reduction was Apple, cutting an estimated $6.65M.
  • IFM Investors fully exited Booking.com in Q4 2023, selling an estimated $24.7M.
  • IFM Investors's ten largest holdings make up 30% of its $8.21B portfolio in Q4 2023.
  • IFM Investors opened 4 new positions and closed 73 in Q4 2023.
  • IFM Investors's portfolio value rose 8% quarter-over-quarter to $8.21B.

Based on IFM Investors's 13F filing for Q4 2023, filed 12 Jan 2024.