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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
-2.57%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.61B
AUM Growth
-$31M
Cap. Flow
+$246M
Cap. Flow %
3.24%
Top 10 Hldgs %
29.29%
Holding
645
New
7
Increased
510
Reduced
81
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$16.5M
2
MSFT icon
Microsoft
MSFT
+$16M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.7M
4
AMZN icon
Amazon
AMZN
+$8.35M
5
NVDA icon
NVIDIA
NVDA
+$7.67M

Top Sells

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$8.95M
2
CSX icon
CSX Corp
CSX
+$4.41M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.48M
4
NSC icon
Norfolk Southern
NSC
+$3.17M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.99M

Sector Composition

Rank Sector Weight
1 Technology 29.14%
2 Healthcare 13.21%
3 Financials 11.81%
4 Consumer Discretionary 11.05%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DELL icon
301
Dell
DELL
$293B
$4.74M 0.06%
68,764
+1,800
+3% +$107K
EFX icon
302
Equifax
EFX
$21.4B
$4.72M 0.06%
25,757
+956
+4% +$195K
TDG icon
303
TransDigm Group
TDG
$67.7B
$4.69M 0.06%
5,567
+429
+8% +$376K
BA icon
304
Boeing
BA
$185B
$4.69M 0.06%
24,458
-1,608
-6% -$352K
TROW icon
305
T. Rowe Price
TROW
$24.3B
$4.67M 0.06%
44,553
+1,281
+3% +$144K
SPLK
306
DELISTED
Splunk Inc
SPLK
$4.61M 0.06%
31,514
+708
+2% +$80.2K
KEYS icon
307
Keysight
KEYS
$58.3B
$4.58M 0.06%
34,599
+800
+2% +$118K
DG icon
308
Dollar General
DG
$27.9B
$4.54M 0.06%
42,900
+1,971
+5% +$294K
MOH icon
309
Molina Healthcare
MOH
$10.3B
$4.53M 0.06%
13,807
-185
-1% -$58.2K
PHM icon
310
Pultegroup
PHM
$25.3B
$4.52M 0.06%
61,024
-418
-0.7% -$33.3K
TTWO icon
311
Take-Two Interactive
TTWO
$46.1B
$4.51M 0.06%
32,135
+685
+2% +$98.6K
FICO icon
312
Fair Isaac
FICO
$22.5B
$4.51M 0.06%
5,194
+61
+1% +$52.4K
CAH icon
313
Cardinal Health
CAH
$55.4B
$4.5M 0.06%
51,805
+3,467
+7% +$313K
DDOG icon
314
Datadog
DDOG
$84B
$4.48M 0.06%
49,232
+405
+0.8% +$40.1K
CHD icon
315
Church & Dwight Co
CHD
$24.5B
$4.48M 0.06%
48,897
+2,375
+5% +$227K
WAB icon
316
Wabtec
WAB
$49.3B
$4.46M 0.06%
42,005
-128
-0.3% -$14.3K
DLTR icon
317
Dollar Tree
DLTR
$25.2B
$4.41M 0.06%
41,441
+389
+0.9% +$52.1K
ALNY icon
318
Alnylam Pharmaceuticals
ALNY
$29.3B
$4.4M 0.06%
24,871
+494
+2% +$94.3K
NI icon
319
NiSource
NI
$20.4B
$4.35M 0.06%
176,436
+4,034
+2% +$109K
ILMN icon
320
Illumina
ILMN
$28.4B
$4.34M 0.06%
32,477
+1,334
+4% +$219K
BAX icon
321
Baxter International
BAX
$14.2B
$4.34M 0.06%
114,871
+6,154
+6% +$262K
RMD icon
322
ResMed
RMD
$30.7B
$4.33M 0.06%
29,262
+914
+3% +$165K
WY icon
323
Weyerhaeuser
WY
$18.4B
$4.27M 0.06%
139,156
+1,650
+1% +$54.3K
ULTA icon
324
Ulta Beauty
ULTA
$24.3B
$4.26M 0.06%
10,667
+468
+5% +$205K
MTB icon
325
M&T Bank
MTB
$36.2B
$4.19M 0.06%
33,152
+1,128
+4% +$147K
11 12
13
14 15

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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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Verition Fund Management
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NMO
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IFM Investors's Q3 2023 Portfolio in Review

As of Q3 2023, IFM Investors held 645 positions worth $7.61B, down 0.41% from $7.64B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

IFM Investors deployed $246M of net new capital in Q3 2023, opening 7 new positions and adding to 510 existing holdings. Its largest new stake was Kenvue: 308,759 shares worth $6.2M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Union Pacific, an estimated $8.95M trimmed.

  • IFM Investors's largest Q3 2023 buy was Kenvue: 308,759 shares worth $6.2M.
  • IFM Investors added most to Apple in Q3 2023, an estimated $16.5M increase.
  • IFM Investors's biggest Q3 2023 reduction was Union Pacific, cutting an estimated $8.95M.
  • IFM Investors fully exited Black Knight, Inc. Common Stock in Q3 2023, selling an estimated $1.59M.
  • IFM Investors's ten largest holdings make up 29% of its $7.61B portfolio in Q3 2023.
  • IFM Investors opened 7 new positions and closed 5 in Q3 2023.
  • IFM Investors's portfolio value fell 0.41% quarter-over-quarter to $7.61B.

Based on IFM Investors's 13F filing for Q3 2023, filed 26 Oct 2023.