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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
+5.69%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.86B
AUM Growth
+$694M
Cap. Flow
+$317M
Cap. Flow %
3.21%
Top 10 Hldgs %
33.72%
Holding
702
New
78
Increased
382
Reduced
150
Closed
16

Top Buys

Rank Stock Value
1
PLD icon
Prologis
PLD
+$24.6M
2
EQIX icon
Equinix
EQIX
+$17.3M
3
WELL icon
Welltower
WELL
+$14.4M
4
XOM icon
ExxonMobil
XOM
+$13.4M
5
DLR icon
Digital Realty Trust
DLR
+$11.4M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$12.8M
2
GE icon
GE Aerospace
GE
+$7.79M
3
GL icon
Globe Life
GL
+$2.29M
4
RHI icon
Robert Half
RHI
+$2.07M
5
HAS icon
Hasbro
HAS
+$2.06M

Sector Composition

Rank Sector Weight
1 Technology 32.64%
2 Healthcare 11.46%
3 Financials 11.31%
4 Consumer Discretionary 10%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETR icon
226
Entergy
ETR
$50B
$8.24M 0.08%
154,078
-7,352
-5% -$396K
GWW icon
227
W.W. Grainger
GWW
$60.2B
$8.23M 0.08%
9,124
+17
+0.2% +$16K
DELL icon
228
Dell
DELL
$293B
$8.18M 0.08%
59,278
-5,527
-9% -$741K
HES
229
DELISTED
Hess
HES
$8.13M 0.08%
55,097
+1,489
+3% +$228K
OTIS icon
230
Otis Worldwide
OTIS
$28.2B
$8.11M 0.08%
84,205
+505
+0.6% +$48.7K
FTNT icon
231
Fortinet
FTNT
$117B
$8.09M 0.08%
134,193
-845
-0.6% -$52.5K
BIIB icon
232
Biogen
BIIB
$30.7B
$7.94M 0.08%
34,260
+72
+0.2% +$15.6K
SNOW icon
233
Snowflake
SNOW
$115B
$7.94M 0.08%
58,787
+1,714
+3% +$253K
MAA icon
234
Mid-America Apartment Communities
MAA
$15.7B
$7.94M 0.08%
55,685
+27,485
+97% +$3.67M
NUE icon
235
Nucor
NUE
$62.1B
$7.92M 0.08%
50,122
+1,082
+2% +$188K
ESS icon
236
Essex Property Trust
ESS
$18.5B
$7.91M 0.08%
29,050
+15,153
+109% +$3.89M
ES icon
237
Eversource Energy
ES
$27.2B
$7.9M 0.08%
139,323
+1,984
+1% +$118K
A icon
238
Agilent Technologies
A
$41.2B
$7.86M 0.08%
60,639
+133
+0.2% +$18.6K
MPWR icon
239
Monolithic Power Systems
MPWR
$68.9B
$7.83M 0.08%
9,535
-46
-0.5% -$33.2K
COR icon
240
Cencora
COR
$61.2B
$7.81M 0.08%
34,661
+1,769
+5% +$410K
CMI icon
241
Cummins
CMI
$88.7B
$7.78M 0.08%
28,099
-231
-0.8% -$66K
PAYX icon
242
Paychex
PAYX
$42.7B
$7.76M 0.08%
65,431
+130
+0.2% +$15.9K
CTVA icon
243
Corteva
CTVA
$51.3B
$7.74M 0.08%
143,438
+1,480
+1% +$81.5K
MNST icon
244
Monster Beverage
MNST
$88.5B
$7.69M 0.08%
154,016
+2,596
+2% +$138K
IQV icon
245
IQVIA
IQV
$39.3B
$7.68M 0.08%
36,341
-231
-0.6% -$52.5K
MRNA icon
246
Moderna
MRNA
$23.6B
$7.66M 0.08%
64,487
-109
-0.2% -$13.8K
MSCI icon
247
MSCI
MSCI
$40.9B
$7.65M 0.08%
15,873
+98
+0.6% +$48.6K
KR icon
248
Kroger
KR
$34.8B
$7.62M 0.08%
152,660
+2,976
+2% +$160K
FICO icon
249
Fair Isaac
FICO
$22.5B
$7.56M 0.08%
5,076
-37
-0.7% -$47.8K
IR icon
250
Ingersoll Rand
IR
$33.7B
$7.54M 0.08%
82,998
+1,626
+2% +$149K
8 9
10
11 12

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IFM Investors's Q2 2024 Portfolio in Review

As of Q2 2024, IFM Investors held 702 positions worth $9.86B, up 7.6% from $9.17B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

IFM Investors deployed $317M of net new capital in Q2 2024, opening 78 new positions and adding to 382 existing holdings. Its largest new stake was GE Vernova: 53,494 shares worth $9.17M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was GE Aerospace, an estimated $7.79M trimmed.

  • IFM Investors's largest Q2 2024 buy was GE Vernova: 53,494 shares worth $9.17M.
  • IFM Investors added most to Prologis in Q2 2024, an estimated $24.6M increase.
  • IFM Investors's biggest Q2 2024 reduction was GE Aerospace, cutting an estimated $7.79M.
  • IFM Investors fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $12.8M.
  • IFM Investors's ten largest holdings make up 34% of its $9.86B portfolio in Q2 2024.
  • IFM Investors opened 78 new positions and closed 16 in Q2 2024.
  • IFM Investors's portfolio value rose 7.6% quarter-over-quarter to $9.86B.

Based on IFM Investors's 13F filing for Q2 2024, filed 15 Aug 2024.