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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
+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
$10.4B
AUM Growth
+$560M
Cap. Flow
-$18.3M
Cap. Flow %
-0.18%
Top 10 Hldgs %
32.38%
Holding
696
New
10
Increased
270
Reduced
348
Closed
15

Top Buys

Rank Stock Value
1
FERG icon
Ferguson
FERG
+$8.98M
2
UNP icon
Union Pacific
UNP
+$7.53M
3
CSX icon
CSX Corp
CSX
+$3.17M
4
NSC icon
Norfolk Southern
NSC
+$2.61M
5
PPG icon
PPG Industries
PPG
+$2.49M

Top Sells

Rank Stock Value
1
SMCI icon
Super Micro Computer
SMCI
+$8.62M
2
NVDA icon
NVIDIA
NVDA
+$7.43M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.13M
4
NEE icon
NextEra Energy
NEE
+$3.97M
5
SO icon
Southern Company
SO
+$2.96M

Sector Composition

Rank Sector Weight
1 Technology 31.29%
2 Financials 11.71%
3 Healthcare 11.43%
4 Consumer Discretionary 10.17%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETR icon
226
Entergy
ETR
$50B
$8.93M 0.09%
135,688
-18,390
-12% -$1.08M
CNC icon
227
Centene
CNC
$32.5B
$8.89M 0.09%
118,114
+5,258
+5% +$385K
CPRT icon
228
Copart
CPRT
$27.5B
$8.88M 0.09%
169,429
+1,225
+0.7% +$63.6K
MAA icon
229
Mid-America Apartment Communities
MAA
$15.7B
$8.85M 0.08%
55,676
-9
-0% -$1.37K
PWR icon
230
Quanta Services
PWR
$101B
$8.84M 0.08%
29,663
+534
+2% +$141K
MPWR icon
231
Monolithic Power Systems
MPWR
$68.9B
$8.81M 0.08%
9,534
-1
-0% -$863
IQV icon
232
IQVIA
IQV
$39.3B
$8.81M 0.08%
37,176
+835
+2% +$197K
FERG icon
233
Ferguson
FERG
$49.8B
$8.8M 0.08%
+44,312
New +$8.98M
EW icon
234
Edwards Lifesciences
EW
$51.7B
$8.75M 0.08%
132,549
-1,435
-1% -$104K
PAYX icon
235
Paychex
PAYX
$42.7B
$8.74M 0.08%
65,104
-327
-0.5% -$41.5K
ARE icon
236
Alexandria Real Estate Equities
ARE
$8.56B
$8.71M 0.08%
73,357
-1,122
-2% -$134K
DASH icon
237
DoorDash
DASH
$93.7B
$8.68M 0.08%
60,795
+5,032
+9% +$610K
OTIS icon
238
Otis Worldwide
OTIS
$28.2B
$8.64M 0.08%
83,161
-1,044
-1% -$99.5K
ESS icon
239
Essex Property Trust
ESS
$18.5B
$8.58M 0.08%
29,045
-5
-0% -$1.45K
GEHC icon
240
GE HealthCare
GEHC
$32.4B
$8.57M 0.08%
91,343
+257
+0.3% +$21.6K
MCHP icon
241
Microchip Technology
MCHP
$46B
$8.55M 0.08%
106,475
-241
-0.2% -$19.9K
COR icon
242
Cencora
COR
$61.2B
$8.52M 0.08%
37,872
+3,211
+9% +$745K
IT icon
243
Gartner
IT
$11.7B
$8.47M 0.08%
16,713
+90
+0.5% +$43.3K
GIS icon
244
General Mills
GIS
$19.7B
$8.45M 0.08%
114,390
+1,142
+1% +$79.1K
SBAC icon
245
SBA Communications
SBAC
$19.5B
$8.36M 0.08%
34,715
-227
-0.6% -$50.3K
F icon
246
Ford
F
$55.7B
$8.29M 0.08%
785,409
+1,795
+0.2% +$20.5K
RSG icon
247
Republic Services
RSG
$65.7B
$8.26M 0.08%
41,117
-10,013
-20% -$2.01M
VRSK icon
248
Verisk Analytics
VRSK
$25B
$8.24M 0.08%
30,740
-496
-2% -$134K
VLO icon
249
Valero Energy
VLO
$85.9B
$8.21M 0.08%
60,815
-5,927
-9% -$861K
IR icon
250
Ingersoll Rand
IR
$33.7B
$8.21M 0.08%
83,601
+603
+0.7% +$56K
8 9
10
11 12

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UM
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IFM Investors's Q3 2024 Portfolio in Review

As of Q3 2024, IFM Investors held 696 positions worth $10.4B, up 5.7% from $9.86B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Trading was light in Q3 2024: portfolio turnover was 3.6%. IFM Investors opened 10 new positions and exited 15, leaving the 696-position portfolio largely intact.

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

  • IFM Investors's largest Q3 2024 buy was Ferguson: 44,312 shares worth $8.8M.
  • IFM Investors added most to Union Pacific in Q3 2024, an estimated $7.53M increase.
  • IFM Investors's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $7.43M.
  • IFM Investors fully exited Super Micro Computer in Q3 2024, selling an estimated $8.62M.
  • IFM Investors's ten largest holdings make up 32% of its $10.4B portfolio in Q3 2024.
  • IFM Investors opened 10 new positions and closed 15 in Q3 2024.
  • IFM Investors's portfolio value rose 5.7% quarter-over-quarter to $10.4B.

Based on IFM Investors's 13F filing for Q3 2024, filed 23 Oct 2024.