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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
ACGL icon
276
Arch Capital
ACGL
$33.6B
$5.94M 0.07%
79,945
– –
HPQ icon
277
HP
HPQ
$27.5B
$5.9M 0.07%
196,039
-9,861
-5% -$276K
DLTR icon
278
Dollar Tree
DLTR
$25.2B
$5.74M 0.07%
40,405
-1,036
-2% -$123K
DG icon
279
Dollar General
DG
$27.9B
$5.74M 0.07%
42,202
-698
-2% -$84.7K
TRGP icon
280
Targa Resources
TRGP
$55.1B
$5.71M 0.07%
65,757
-119
-0.2% -$10.2K
VMC icon
281
Vulcan Materials
VMC
$36.9B
$5.69M 0.07%
25,071
-443
-2% -$93.8K
MDB icon
282
MongoDB
MDB
$32.1B
$5.69M 0.07%
13,908
-39
-0.3% -$14.8K
CMS icon
283
CMS Energy
CMS
$22.3B
$5.66M 0.07%
97,475
+269
+0.3% +$15K
HPE icon
284
Hewlett Packard
HPE
$70.5B
$5.66M 0.07%
333,302
-4,436
-1% -$72.3K
HSY icon
285
Hershey
HSY
$36.6B
$5.61M 0.07%
30,088
+162
+0.5% +$30.7K
KEYS icon
286
Keysight
KEYS
$58.3B
$5.5M 0.07%
34,599
– –
ATO icon
287
Atmos Energy
ATO
$28.8B
$5.43M 0.07%
46,824
+582
+1% +$65K
VEEV icon
288
Veeva Systems
VEEV
$37.4B
$5.36M 0.07%
27,839
– –
AVB icon
289
AvalonBay Communities
AVB
$26.8B
$5.36M 0.07%
28,620
– –
WAB icon
290
Wabtec
WAB
$49.3B
$5.33M 0.06%
42,005
– –
TSCO icon
291
Tractor Supply
TSCO
$18B
$5.32M 0.06%
123,675
– –
STT icon
292
State Street
STT
$50.7B
$5.31M 0.06%
68,587
-2,556
-4% -$178K
ZBH icon
293
Zimmer Biomet
ZBH
$18.4B
$5.31M 0.06%
43,645
– –
WBD icon
294
Warner Bros
WBD
$67.1B
$5.22M 0.06%
458,497
– –
XYL icon
295
Xylem
XYL
$28.1B
$5.21M 0.06%
45,519
– –
TTWO icon
296
Take-Two Interactive
TTWO
$46.1B
$5.17M 0.06%
32,135
– –
FITB
297
Fifth Third Bancorp
FITB
$51.8B
$5.17M 0.06%
149,759
-2,977
-2% -$82.6K
FANG icon
298
Diamondback Energy
FANG
$52.7B
$5.15M 0.06%
33,197
– –
ULTA icon
299
Ulta Beauty
ULTA
$24.3B
$5.12M 0.06%
10,453
-214
-2% -$90.3K
WST icon
300
West Pharmaceutical
WST
$24.9B
$5.09M 0.06%
14,451
+178
+1% +$63K
10 11
12
13 14

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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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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.