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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
DELL icon
301
Dell
DELL
$293B
$5.08M 0.06%
66,468
-2,296
-3% -$162K
PDD icon
302
Pinduoduo
PDD
$131B
$5.05M 0.06%
34,489
-1,022
-3% -$124K
RMD icon
303
ResMed
RMD
$30.7B
$5.03M 0.06%
29,262
– –
GDDY icon
304
GoDaddy
GDDY
$11.5B
$5.03M 0.06%
47,345
– –
DASH icon
305
DoorDash
DASH
$93.7B
$5M 0.06%
50,510
-63
-0.1% -$5.58K
MOH icon
306
Molina Healthcare
MOH
$10.3B
$4.99M 0.06%
13,807
– –
CAH icon
307
Cardinal Health
CAH
$55.4B
$4.95M 0.06%
49,071
-2,734
-5% -$271K
GLW icon
308
Corning
GLW
$143B
$4.94M 0.06%
162,311
– –
TROW icon
309
T. Rowe Price
TROW
$24.3B
$4.87M 0.06%
45,214
+661
+1% +$65.8K
WY icon
310
Weyerhaeuser
WY
$18.4B
$4.84M 0.06%
139,156
– –
NET icon
311
Cloudflare
NET
$107B
$4.82M 0.06%
57,915
-3,757
-6% -$263K
NDAQ icon
312
Nasdaq
NDAQ
$52.9B
$4.81M 0.06%
82,707
– –
SPLK
313
DELISTED
Splunk Inc
SPLK
$4.8M 0.06%
31,514
– –
ALNY icon
314
Alnylam Pharmaceuticals
ALNY
$29.3B
$4.76M 0.06%
24,871
– –
NI icon
315
NiSource
NI
$20.4B
$4.75M 0.06%
178,975
+2,539
+1% +$65.3K
EXPE icon
316
Expedia Group
EXPE
$37.3B
$4.69M 0.06%
30,923
-662
-2% -$81.1K
EBAY icon
317
eBay
EBAY
$49.8B
$4.65M 0.06%
106,670
-3,139
-3% -$130K
DTE icon
318
DTE Energy
DTE
$29.1B
$4.64M 0.06%
42,116
– –
CBOE icon
319
Cboe Global Markets
CBOE
$29.9B
$4.6M 0.06%
25,782
– –
BR icon
320
Broadridge
BR
$19B
$4.59M 0.06%
22,287
– –
CHD icon
321
Church & Dwight Co
CHD
$24.5B
$4.53M 0.06%
47,947
-950
-2% -$86.9K
RJF icon
322
Raymond James Financial
RJF
$34B
$4.53M 0.06%
40,611
-882
-2% -$90.8K
PTC icon
323
PTC
PTC
$16B
$4.51M 0.05%
25,753
+572
+2% +$87.7K
HWM icon
324
Howmet Aerospace
HWM
$112B
$4.5M 0.05%
83,108
-1,743
-2% -$86K
DOV icon
325
Dover
DOV
$28.4B
$4.48M 0.05%
29,134
– –
11 12
13
14 15

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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.