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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
LEN icon
251
Lennar Class A
LEN
$21.2B
$7.49M 0.08%
51,633
-800
-2% -$122K
CNC icon
252
Centene
CNC
$32.5B
$7.48M 0.08%
112,856
+208
+0.2% +$15.1K
IT icon
253
Gartner
IT
$11.7B
$7.46M 0.08%
16,623
-189
-1% -$84.1K
HPQ icon
254
HP
HPQ
$27.5B
$7.44M 0.08%
212,562
+4,992
+2% +$158K
AME icon
255
Ametek
AME
$58.2B
$7.42M 0.08%
44,485
+468
+1% +$80.8K
PWR icon
256
Quanta Services
PWR
$101B
$7.4M 0.08%
29,129
+798
+3% +$211K
LULU icon
257
lululemon athletica
LULU
$14.6B
$7.38M 0.07%
24,710
+249
+1% +$83.2K
TDG icon
258
TransDigm Group
TDG
$67.7B
$7.2M 0.07%
5,634
+153
+3% +$196K
GIS icon
259
General Mills
GIS
$19.7B
$7.16M 0.07%
113,248
+232
+0.2% +$15.9K
YUM icon
260
Yum! Brands
YUM
$41.1B
$7.16M 0.07%
54,029
+116
+0.2% +$16K
BKR icon
261
Baker Hughes
BKR
$61.1B
$7.12M 0.07%
202,508
+5,068
+3% +$166K
GEHC icon
262
GE HealthCare
GEHC
$32.4B
$7.1M 0.07%
91,086
+8,725
+11% +$712K
DVN icon
263
Devon Energy
DVN
$47.3B
$7.1M 0.07%
149,734
+2,240
+2% +$111K
KVUE icon
264
Kenvue
KVUE
$36.9B
$7.09M 0.07%
390,130
+43,090
+12% +$835K
HPE icon
265
Hewlett Packard
HPE
$70.5B
$7.05M 0.07%
332,933
+2,673
+0.8% +$49.3K
FAST icon
266
Fastenal
FAST
$59.5B
$7.04M 0.07%
224,068
+476
+0.2% +$16.1K
FANG icon
267
Diamondback Energy
FANG
$52.7B
$7.04M 0.07%
35,150
+1,953
+6% +$388K
XYZ
268
Block Inc
XYZ
$47.5B
$7.02M 0.07%
108,787
-2,450
-2% -$171K
GD icon
269
General Dynamics
GD
$106B
$7M 0.07%
24,119
+1,075
+5% +$315K
DOW icon
270
Dow Inc
DOW
$21.2B
$6.99M 0.07%
131,810
-7,613
-5% -$435K
SYY icon
271
Sysco
SYY
$40.3B
$6.98M 0.07%
97,703
+1,775
+2% +$133K
VMC icon
272
Vulcan Materials
VMC
$36.9B
$6.97M 0.07%
28,025
+1,927
+7% +$498K
PPL
273
PPL Corp
PPL
$26.7B
$6.95M 0.07%
251,286
-8,021
-3% -$225K
DDOG icon
274
Datadog
DDOG
$84B
$6.9M 0.07%
53,240
+132
+0.2% +$16K
VST icon
275
Vistra
VST
$47.4B
$6.9M 0.07%
80,217
-19,716
-20% -$1.65M
9 10
11
12 13

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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 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.