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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
+4.6%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.84B
AUM Growth
-$584M
Cap. Flow
-$821M
Cap. Flow %
-8.34%
Top 10 Hldgs %
35.03%
Holding
685
New
4
Increased
61
Reduced
562
Closed
11

Top Buys

Rank Stock Value
1
CVNA icon
Carvana
CVNA
+$4.7M
2
SMCI icon
Super Micro Computer
SMCI
+$3.46M
3
NTNX icon
Nutanix
NTNX
+$3.04M
4
NLY icon
Annaly Capital Management
NLY
+$999K
5
HAL icon
Halliburton
HAL
+$962K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$59.3M
2
MSFT icon
Microsoft
MSFT
+$51.1M
3
AAPL icon
Apple
AAPL
+$32M
4
AMZN icon
Amazon
AMZN
+$30.9M
5
META icon
Meta Platforms (Facebook)
META
+$22M

Sector Composition

Rank Sector Weight
1 Technology 32.43%
2 Financials 12.29%
3 Consumer Discretionary 11.19%
4 Healthcare 9.93%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDXX icon
251
Idexx Laboratories
IDXX
$46.2B
$7.21M 0.07%
17,446
-1,501
-8% -$658K
YUM icon
252
Yum! Brands
YUM
$41.1B
$7.2M 0.07%
53,632
-3,407
-6% -$461K
PSX icon
253
Phillips 66
PSX
$81.4B
$7.16M 0.07%
62,855
-9,006
-13% -$1.15M
STZ icon
254
Constellation Brands
STZ
$23.2B
$7.15M 0.07%
32,350
-2,912
-8% -$692K
FERG icon
255
Ferguson
FERG
$49.8B
$7.11M 0.07%
40,951
-3,361
-8% -$667K
MPC icon
256
Marathon Petroleum
MPC
$83.7B
$7.09M 0.07%
50,814
-19,300
-28% -$2.95M
AEE icon
257
Ameren
AEE
$30.1B
$7.07M 0.07%
79,332
+395
+0.5% +$35.4K
TEAM icon
258
Atlassian
TEAM
$37.8B
$7.07M 0.07%
29,047
-2,027
-7% -$464K
ACGL icon
259
Arch Capital
ACGL
$33.6B
$7.07M 0.07%
76,546
-6,904
-8% -$697K
DDOG icon
260
Datadog
DDOG
$84B
$7.04M 0.07%
49,282
-4,276
-8% -$587K
F icon
261
Ford
F
$55.7B
$7.03M 0.07%
709,600
-75,809
-10% -$808K
PPL
262
PPL Corp
PPL
$26.7B
$7.02M 0.07%
216,309
-4,728
-2% -$156K
HAL icon
263
Halliburton
HAL
$26.6B
$6.99M 0.07%
257,007
+32,905
+15% +$962K
OTIS icon
264
Otis Worldwide
OTIS
$28.2B
$6.97M 0.07%
75,288
-7,873
-9% -$790K
XYL icon
265
Xylem
XYL
$28.1B
$6.96M 0.07%
59,998
+1,844
+3% +$233K
NDAQ icon
266
Nasdaq
NDAQ
$52.9B
$6.93M 0.07%
89,595
-7,091
-7% -$548K
FANG icon
267
Diamondback Energy
FANG
$52.7B
$6.92M 0.07%
42,246
-3,357
-7% -$592K
ATO icon
268
Atmos Energy
ATO
$28.8B
$6.92M 0.07%
49,693
-2,829
-5% -$402K
IR icon
269
Ingersoll Rand
IR
$33.7B
$6.91M 0.07%
76,359
-7,242
-9% -$721K
SE icon
270
Sea Limited
SE
$69.5B
$6.88M 0.07%
64,872
-6,906
-10% -$726K
CTSH icon
271
Cognizant
CTSH
$26B
$6.85M 0.07%
89,131
-8,138
-8% -$637K
NI icon
272
NiSource
NI
$20.4B
$6.8M 0.07%
184,943
-3,485
-2% -$125K
ARE icon
273
Alexandria Real Estate Equities
ARE
$8.56B
$6.79M 0.07%
69,586
-3,771
-5% -$413K
CNP icon
274
CenterPoint Energy
CNP
$26.8B
$6.79M 0.07%
213,877
-12,512
-6% -$385K
SBAC icon
275
SBA Communications
SBAC
$19.5B
$6.78M 0.07%
33,281
-1,434
-4% -$323K
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 2024 Portfolio in Review

As of Q4 2024, IFM Investors held 685 positions worth $9.84B, down 5.6% from $10.4B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors withdrew a net $821M in Q4 2024, closing 11 positions and reducing 562 holdings. Its most notable exit was Marathon Oil Corporation, an estimated $2.86M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, IFM Investors opened a new position in Carvana worth $4.26M.

  • IFM Investors's largest Q4 2024 buy was Carvana: 104,630 shares worth $4.26M.
  • IFM Investors added most to Annaly Capital Management in Q4 2024, an estimated $999K increase.
  • IFM Investors's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $59.3M.
  • IFM Investors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $2.86M.
  • IFM Investors's ten largest holdings make up 35% of its $9.84B portfolio in Q4 2024.
  • IFM Investors opened 4 new positions and closed 11 in Q4 2024.
  • IFM Investors's portfolio value fell 5.6% quarter-over-quarter to $9.84B.

Based on IFM Investors's 13F filing for Q4 2024, filed 29 Apr 2025.