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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
+13.34%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.17B
AUM Growth
+$956M
Cap. Flow
+$133M
Cap. Flow %
1.45%
Top 10 Hldgs %
30.77%
Holding
627
New
56
Increased
180
Reduced
253
Closed
3

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$27.2M
2
MELI icon
Mercado Libre
MELI
+$15.2M
3
CMG icon
Chipotle Mexican Grill
CMG
+$13.8M
4
AZO icon
AutoZone
AZO
+$10.8M
5
GWW icon
W.W. Grainger
GWW
+$8.49M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$33.2M
2
SPLK
Splunk Inc
SPLK
+$4.8M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
VFC icon
VF Corp
VFC
+$1.14M

Sector Composition

Rank Sector Weight
1 Technology 30.81%
2 Healthcare 12.36%
3 Financials 12.35%
4 Consumer Discretionary 10.67%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OTIS icon
226
Otis Worldwide
OTIS
$28.2B
$8.31M 0.09%
83,700
+818
+1% +$75.6K
DD icon
227
DuPont de Nemours
DD
$19.2B
$8.25M 0.09%
85,776
-1,652
-2% -$147K
ES icon
228
Eversource Energy
ES
$27.2B
$8.21M 0.09%
137,339
+4,925
+4% +$283K
CTVA icon
229
Corteva
CTVA
$51.3B
$8.19M 0.09%
141,958
+1,774
+1% +$91.6K
HES
230
DELISTED
Hess
HES
$8.18M 0.09%
53,608
-763
-1% -$111K
EA
231
DELISTED
Electronic Arts
EA
$8.14M 0.09%
61,325
– –
NEM icon
232
Newmont
NEM
$119B
$8.12M 0.09%
226,485
– –
DOW icon
233
Dow Inc
DOW
$21.2B
$8.08M 0.09%
139,423
-2,545
-2% -$141K
AME icon
234
Ametek
AME
$58.2B
$8.05M 0.09%
44,017
+203
+0.5% +$35K
PAYX icon
235
Paychex
PAYX
$42.7B
$8.02M 0.09%
65,301
-828
-1% -$100K
IT icon
236
Gartner
IT
$11.7B
$8.01M 0.09%
16,812
– –
COR icon
237
Cencora
COR
$61.2B
$7.99M 0.09%
32,892
-119
-0.4% -$27.4K
CSGP icon
238
CoStar Group
CSGP
$12.3B
$7.98M 0.09%
82,586
+1,824
+2% +$157K
GIS icon
239
General Mills
GIS
$19.7B
$7.91M 0.09%
113,016
-3,922
-3% -$255K
KDP icon
240
Keurig Dr Pepper
KDP
$40.8B
$7.81M 0.09%
254,590
+6,301
+3% +$194K
SYY icon
241
Sysco
SYY
$40.3B
$7.79M 0.08%
95,928
– –
IR icon
242
Ingersoll Rand
IR
$33.7B
$7.73M 0.08%
81,372
-1,015
-1% -$86.8K
TTD icon
243
Trade Desk
TTD
$6.49B
$7.63M 0.08%
87,245
-1,023
-1% -$77.5K
GEHC icon
244
GE HealthCare
GEHC
$32.4B
$7.49M 0.08%
82,361
+3,346
+4% +$278K
MLM icon
245
Martin Marietta Materials
MLM
$33B
$7.48M 0.08%
12,187
– –
YUM icon
246
Yum! Brands
YUM
$41.1B
$7.48M 0.08%
53,913
-607
-1% -$81.1K
SBAC icon
247
SBA Communications
SBAC
$19.5B
$7.47M 0.08%
34,463
-378
-1% -$84.1K
ACGL icon
248
Arch Capital
ACGL
$33.6B
$7.47M 0.08%
80,769
+824
+1% +$69.7K
KVUE icon
249
Kenvue
KVUE
$36.9B
$7.45M 0.08%
347,040
+12,924
+4% +$262K
FE icon
250
FirstEnergy
FE
$27.5B
$7.43M 0.08%
192,477
+19,146
+11% +$716K
8 9
10
11 12

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IFM Investors's Q1 2024 Portfolio in Review

As of Q1 2024, IFM Investors held 627 positions worth $9.17B, up 12% from $8.21B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

IFM Investors's Q1 2024 filing shows 56 new, 180 increased, 253 reduced and 3 closed positions. Its largest new stake was Booking.com: 190,900 shares worth $27.7M. The largest sale was Apple, an estimated $33.2M.

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

  • IFM Investors's largest Q1 2024 buy was Booking.com: 190,900 shares worth $27.7M.
  • IFM Investors added most to NextEra Energy in Q1 2024, an estimated $2.66M increase.
  • IFM Investors's biggest Q1 2024 reduction was Apple, cutting an estimated $33.2M.
  • IFM Investors fully exited Splunk Inc in Q1 2024, selling an estimated $4.8M.
  • IFM Investors's ten largest holdings make up 31% of its $9.17B portfolio in Q1 2024.
  • IFM Investors opened 56 new positions and closed 3 in Q1 2024.
  • IFM Investors's portfolio value rose 12% quarter-over-quarter to $9.17B.

Based on IFM Investors's 13F filing for Q1 2024, filed 22 Apr 2024.