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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
+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
CTVA icon
251
Corteva
CTVA
$51.3B
$6.72M 0.08%
140,184
-1,529
-1% -$72.9K
KR icon
252
Kroger
KR
$34.8B
$6.71M 0.08%
146,759
– –
AEE icon
253
Ameren
AEE
$30.1B
$6.7M 0.08%
92,565
+243
+0.3% +$18.5K
HIG icon
254
Hartford Financial Services
HIG
$39.3B
$6.64M 0.08%
82,601
– –
GPN icon
255
Global Payments
GPN
$22.8B
$6.54M 0.08%
51,495
-1,225
-2% -$142K
HAL icon
256
Halliburton
HAL
$26.6B
$6.45M 0.08%
178,312
– –
BA icon
257
Boeing
BA
$185B
$6.39M 0.08%
24,506
+48
+0.2% +$10.3K
IR icon
258
Ingersoll Rand
IR
$33.7B
$6.37M 0.08%
82,387
– –
EFX icon
259
Equifax
EFX
$21.4B
$6.37M 0.08%
25,757
– –
CDW icon
260
CDW
CDW
$17B
$6.36M 0.08%
27,989
– –
MRNA icon
261
Moderna
MRNA
$23.6B
$6.36M 0.08%
63,914
-1,838
-3% -$155K
FE icon
262
FirstEnergy
FE
$27.5B
$6.35M 0.08%
173,331
+505
+0.3% +$18.3K
TTD icon
263
Trade Desk
TTD
$6.49B
$6.35M 0.08%
88,268
-1,278
-1% -$93.9K
PWR icon
264
Quanta Services
PWR
$101B
$6.22M 0.08%
28,825
– –
PHM icon
265
Pultegroup
PHM
$25.3B
$6.19M 0.08%
59,992
-1,032
-2% -$87.7K
GEHC icon
266
GE HealthCare
GEHC
$32.4B
$6.11M 0.07%
79,015
– –
DVN icon
267
Devon Energy
DVN
$47.3B
$6.1M 0.07%
134,699
-1,891
-1% -$86.6K
MLM icon
268
Martin Marietta Materials
MLM
$33B
$6.08M 0.07%
12,187
-231
-2% -$104K
ANSS
269
DELISTED
Ansys
ANSS
$6.07M 0.07%
16,724
– –
GD icon
270
General Dynamics
GD
$106B
$6.06M 0.07%
23,330
-1,122
-5% -$274K
PLTR icon
271
Palantir
PLTR
$413B
$6.03M 0.07%
351,422
-5
-0% -$89
CNP icon
272
CenterPoint Energy
CNP
$26.8B
$6.02M 0.07%
210,669
+585
+0.3% +$16.3K
DFS
273
DELISTED
Discover Financial Services
DFS
$6M 0.07%
53,373
-2,187
-4% -$202K
COIN icon
274
Coinbase
COIN
$40.5B
$5.95M 0.07%
34,213
+4,243
+14% +$463K
DDOG icon
275
Datadog
DDOG
$84B
$5.94M 0.07%
48,942
-290
-0.6% -$29.9K
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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NMO
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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.