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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
PPL
276
PPL Corp
PPL
$26.7B
$7.31M 0.07%
221,037
-30,249
-12% -$926K
ATO icon
277
Atmos Energy
ATO
$28.8B
$7.29M 0.07%
52,522
+1,377
+3% +$177K
DFS
278
DELISTED
Discover Financial Services
DFS
$7.28M 0.07%
51,886
+18
+0% +$2.42K
KR icon
279
Kroger
KR
$34.8B
$7.27M 0.07%
126,904
-25,756
-17% -$1.38M
GD icon
280
General Dynamics
GD
$106B
$7.21M 0.07%
23,869
-250
-1% -$73.5K
DELL icon
281
Dell
DELL
$293B
$7.2M 0.07%
60,757
+1,479
+2% +$172K
RMD icon
282
ResMed
RMD
$30.7B
$7.2M 0.07%
29,483
+31
+0.1% +$6.93K
SUI icon
283
Sun Communities
SUI
$14.7B
$7.18M 0.07%
53,145
+66
+0.1% +$8.68K
ALNY icon
284
Alnylam Pharmaceuticals
ALNY
$29.3B
$7.13M 0.07%
25,919
+165
+0.6% +$43K
GDDY icon
285
GoDaddy
GDDY
$11.5B
$7.1M 0.07%
45,263
– –
NDAQ icon
286
Nasdaq
NDAQ
$52.9B
$7.06M 0.07%
96,686
+3,485
+4% +$238K
TSCO icon
287
Tractor Supply
TSCO
$18B
$6.97M 0.07%
119,790
+955
+0.8% +$51.3K
AEE icon
288
Ameren
AEE
$30.1B
$6.9M 0.07%
78,937
-11,220
-12% -$899K
HPE icon
289
Hewlett Packard
HPE
$70.5B
$6.89M 0.07%
336,511
+3,578
+1% +$68.4K
SNOW icon
290
Snowflake
SNOW
$115B
$6.79M 0.07%
59,081
+294
+0.5% +$36.2K
SE icon
291
Sea Limited
SE
$69.5B
$6.77M 0.06%
71,778
+336
+0.5% +$25.4K
EBAY icon
292
eBay
EBAY
$49.8B
$6.72M 0.06%
103,216
+323
+0.3% +$18.6K
CNP icon
293
CenterPoint Energy
CNP
$26.8B
$6.66M 0.06%
226,389
+4,139
+2% +$116K
COIN icon
294
Coinbase
COIN
$40.5B
$6.64M 0.06%
37,265
+12
+0% +$2.4K
KIM icon
295
Kimco Realty
KIM
$16.4B
$6.61M 0.06%
284,496
+2,119
+0.8% +$46.8K
BIIB icon
296
Biogen
BIIB
$30.7B
$6.59M 0.06%
34,013
-247
-0.7% -$51.7K
MLM icon
297
Martin Marietta Materials
MLM
$33B
$6.59M 0.06%
12,237
-96
-0.8% -$51.9K
KHC icon
298
Kraft Heinz
KHC
$30B
$6.57M 0.06%
187,071
+3,363
+2% +$116K
NI icon
299
NiSource
NI
$20.4B
$6.53M 0.06%
188,428
-3,314
-2% -$106K
LULU icon
300
lululemon athletica
LULU
$14.6B
$6.53M 0.06%
24,059
-651
-3% -$173K
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 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.