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II

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
KHC icon
251
Kraft Heinz
KHC
$30B
$6.29M 0.08%
186,972
+8,325
+5% +$288K
O icon
252
Realty Income
O
$59.1B
$6.28M 0.08%
125,804
+5,772
+5% +$332K
KVUE icon
253
Kenvue
KVUE
$36.9B
$6.2M 0.08%
+308,759
New +$7.15M
CSGP icon
254
CoStar Group
CSGP
$12.3B
$6.18M 0.08%
80,405
+1,326
+2% +$110K
GPN icon
255
Global Payments
GPN
$22.8B
$6.08M 0.08%
52,720
+2,490
+5% +$296K
FAST icon
256
Fastenal
FAST
$59.5B
$6.05M 0.08%
221,390
+8,718
+4% +$248K
TEAM icon
257
Atlassian
TEAM
$37.8B
$6.04M 0.08%
29,967
+1,081
+4% +$205K
COR icon
258
Cencora
COR
$61.2B
$6.02M 0.08%
33,462
+1,819
+6% +$336K
ALL icon
259
Allstate
ALL
$67.5B
$6.02M 0.08%
54,023
+3,517
+7% +$384K
PPL
260
PPL Corp
PPL
$26.7B
$6.02M 0.08%
255,361
+2,909
+1% +$75.2K
HSY icon
261
Hershey
HSY
$36.6B
$5.99M 0.08%
29,926
+1,477
+5% +$331K
SGEN
262
DELISTED
Seagen Inc. Common Stock
SGEN
$5.93M 0.08%
27,941
+935
+3% +$187K
FE icon
263
FirstEnergy
FE
$27.5B
$5.91M 0.08%
172,826
+2,227
+1% +$82.9K
HPE icon
264
Hewlett Packard
HPE
$70.5B
$5.87M 0.08%
337,738
+6,038
+2% +$104K
HIG icon
265
Hartford Financial Services
HIG
$39.3B
$5.86M 0.08%
82,601
+3,696
+5% +$268K
IT icon
266
Gartner
IT
$11.7B
$5.78M 0.08%
16,812
+228
+1% +$79.5K
NEM icon
267
Newmont
NEM
$119B
$5.76M 0.08%
155,944
+3,671
+2% +$149K
LEN icon
268
Lennar Class A
LEN
$21.2B
$5.7M 0.07%
52,433
+1,690
+3% +$198K
VEEV icon
269
Veeva Systems
VEEV
$37.4B
$5.66M 0.07%
27,839
+1,380
+5% +$278K
CDW icon
270
CDW
CDW
$17B
$5.65M 0.07%
27,989
+614
+2% +$122K
TRGP icon
271
Targa Resources
TRGP
$55.1B
$5.65M 0.07%
65,876
-2,939
-4% -$243K
CNP icon
272
CenterPoint Energy
CNP
$26.8B
$5.64M 0.07%
210,084
+5,661
+3% +$164K
PLTR icon
273
Palantir
PLTR
$413B
$5.62M 0.07%
351,427
+20,176
+6% +$321K
GD icon
274
General Dynamics
GD
$106B
$5.4M 0.07%
24,452
+2,632
+12% +$582K
CBRE icon
275
CBRE Group
CBRE
$42.9B
$5.4M 0.07%
73,079
+638
+0.9% +$52.9K
9 10
11
12 13

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IA
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AT
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UM
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FCAS
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RFC
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GF
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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.