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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
HWM icon
251
Howmet Aerospace
HWM
$112B
$8.1M 0.08%
80,812
-1,271
-2% -$115K
VMC icon
252
Vulcan Materials
VMC
$36.9B
$8.09M 0.08%
32,289
+4,264
+15% +$1.06M
FAST icon
253
Fastenal
FAST
$59.5B
$8.05M 0.08%
225,538
+1,470
+0.7% +$49.8K
HUM icon
254
Humana
HUM
$46.2B
$8.04M 0.08%
25,370
+131
+0.5% +$46.6K
CBRE icon
255
CBRE Group
CBRE
$42.9B
$8.02M 0.08%
64,449
-7,475
-10% -$815K
WAB icon
256
Wabtec
WAB
$49.3B
$8.02M 0.08%
44,101
+703
+2% +$115K
YUM icon
257
Yum! Brands
YUM
$41.1B
$7.97M 0.08%
57,039
+3,010
+6% +$400K
TDG icon
258
TransDigm Group
TDG
$67.7B
$7.96M 0.08%
5,576
-58
-1% -$75.4K
MNST icon
259
Monster Beverage
MNST
$88.5B
$7.93M 0.08%
151,953
-2,063
-1% -$102K
FANG icon
260
Diamondback Energy
FANG
$52.7B
$7.86M 0.08%
45,603
+10,453
+30% +$2.01M
XYL icon
261
Xylem
XYL
$28.1B
$7.85M 0.08%
58,154
+10,501
+22% +$1.4M
HPQ icon
262
HP
HPQ
$27.5B
$7.69M 0.07%
214,297
+1,735
+0.8% +$61.1K
SYY icon
263
Sysco
SYY
$40.3B
$7.68M 0.07%
98,361
+658
+0.7% +$49.5K
AME icon
264
Ametek
AME
$58.2B
$7.63M 0.07%
44,424
-61
-0.1% -$10.2K
PHM icon
265
Pultegroup
PHM
$25.3B
$7.6M 0.07%
52,939
-1,275
-2% -$162K
ODFL icon
266
Old Dominion Freight Line
ODFL
$44.9B
$7.59M 0.07%
38,187
-15
-0% -$2.92K
VRT icon
267
Vertiv
VRT
$105B
$7.57M 0.07%
76,074
+1,250
+2% +$104K
VST icon
268
Vistra
VST
$47.4B
$7.55M 0.07%
63,716
-16,501
-21% -$1.4M
CTSH icon
269
Cognizant
CTSH
$26B
$7.51M 0.07%
97,269
+145
+0.1% +$10.8K
NUE icon
270
Nucor
NUE
$62.1B
$7.45M 0.07%
49,552
-570
-1% -$85.8K
EFX icon
271
Equifax
EFX
$21.4B
$7.44M 0.07%
25,324
-129
-0.5% -$36.4K
GLW icon
272
Corning
GLW
$143B
$7.41M 0.07%
164,148
+1,848
+1% +$77.7K
DOC icon
273
Healthpeak Properties
DOC
$14.8B
$7.34M 0.07%
321,041
-5,440
-2% -$117K
XYZ
274
Block Inc
XYZ
$47.5B
$7.34M 0.07%
109,276
+489
+0.4% +$31.6K
NOC icon
275
Northrop Grumman
NOC
$81.2B
$7.32M 0.07%
13,856
-544
-4% -$266K
9 10
11
12 13

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
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
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.