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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
DVN icon
251
Devon Energy
DVN
$47.3B
$7.4M 0.08%
147,494
+12,795
+9% +$568K
DELL icon
252
Dell
DELL
$293B
$7.39M 0.08%
64,805
-1,663
-3% -$155K
BIIB icon
253
Biogen
BIIB
$30.7B
$7.37M 0.08%
34,188
– –
PWR icon
254
Quanta Services
PWR
$101B
$7.36M 0.08%
28,331
-494
-2% -$109K
VRSK icon
255
Verisk Analytics
VRSK
$25B
$7.35M 0.08%
31,170
-255
-0.8% -$61.3K
PPG icon
256
PPG Industries
PPG
$26.6B
$7.31M 0.08%
50,476
+553
+1% +$78.6K
TRGP icon
257
Targa Resources
TRGP
$55.1B
$7.28M 0.08%
64,978
-779
-1% -$73.5K
EL icon
258
Estee Lauder
EL
$32B
$7.26M 0.08%
47,107
+1,082
+2% +$153K
PPL
259
PPL Corp
PPL
$26.7B
$7.14M 0.08%
259,307
+3,262
+1% +$86.8K
VMC icon
260
Vulcan Materials
VMC
$36.9B
$7.12M 0.08%
26,098
+1,027
+4% +$253K
CBRE icon
261
CBRE Group
CBRE
$42.9B
$7.11M 0.08%
73,079
– –
CTSH icon
262
Cognizant
CTSH
$26B
$7.1M 0.08%
96,889
-391
-0.4% -$29.9K
CDW icon
263
CDW
CDW
$17B
$7.07M 0.08%
27,656
-333
-1% -$79.1K
VICI icon
264
VICI Properties
VICI
$29.4B
$7.03M 0.08%
236,059
+3,849
+2% +$116K
HAL icon
265
Halliburton
HAL
$26.6B
$7.03M 0.08%
178,312
– –
DASH icon
266
DoorDash
DASH
$93.7B
$6.99M 0.08%
50,741
+231
+0.5% +$27.2K
VST icon
267
Vistra
VST
$47.4B
$6.96M 0.08%
99,933
-2,304
-2% -$114K
PHM icon
268
Pultegroup
PHM
$25.3B
$6.94M 0.08%
57,566
-2,426
-4% -$260K
AEE icon
269
Ameren
AEE
$30.1B
$6.93M 0.08%
93,660
+1,095
+1% +$77.9K
KHC icon
270
Kraft Heinz
KHC
$30B
$6.9M 0.08%
186,972
– –
MRNA icon
271
Moderna
MRNA
$23.6B
$6.88M 0.08%
64,596
+682
+1% +$68.7K
EFX icon
272
Equifax
EFX
$21.4B
$6.86M 0.07%
25,661
-96
-0.4% -$24.4K
DFS
273
DELISTED
Discover Financial Services
DFS
$6.85M 0.07%
52,282
-1,091
-2% -$125K
NOC icon
274
Northrop Grumman
NOC
$81.2B
$6.78M 0.07%
14,168
-1,052
-7% -$484K
GPN icon
275
Global Payments
GPN
$22.8B
$6.76M 0.07%
50,579
-916
-2% -$121K
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 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.