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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
+13.34%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.17B
AUM Growth
+$956M
Cap. Flow
+$133M
Cap. Flow %
1.45%
Top 10 Hldgs %
30.77%
Holding
627
New
56
Increased
180
Reduced
253
Closed
3

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$27.2M
2
MELI icon
Mercado Libre
MELI
+$15.2M
3
CMG icon
Chipotle Mexican Grill
CMG
+$13.8M
4
AZO icon
AutoZone
AZO
+$10.8M
5
GWW icon
W.W. Grainger
GWW
+$8.49M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$33.2M
2
SPLK
Splunk Inc
SPLK
+$4.8M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
VFC icon
VF Corp
VFC
+$1.14M

Sector Composition

Rank Sector Weight
1 Technology 30.81%
2 Healthcare 12.36%
3 Financials 12.35%
4 Consumer Discretionary 10.67%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HPE icon
301
Hewlett Packard
HPE
$70.5B
$5.86M 0.06%
330,260
-3,042
-0.9% -$49.4K
HSY icon
302
Hershey
HSY
$36.6B
$5.85M 0.06%
30,088
– –
ANSS
303
DELISTED
Ansys
ANSS
$5.78M 0.06%
16,641
-83
-0.5% -$28.1K
WST icon
304
West Pharmaceutical
WST
$24.9B
$5.76M 0.06%
14,563
+112
+0.8% +$41.4K
CHTR icon
305
Charter Communications
CHTR
$18.2B
$5.76M 0.06%
19,812
+134
+0.7% +$43.1K
HWM icon
306
Howmet Aerospace
HWM
$112B
$5.69M 0.06%
83,108
– –
ATO icon
307
Atmos Energy
ATO
$28.8B
$5.69M 0.06%
47,832
+1,008
+2% +$116K
MOH icon
308
Molina Healthcare
MOH
$10.3B
$5.68M 0.06%
13,825
+18
+0.1% +$6.97K
ZBH icon
309
Zimmer Biomet
ZBH
$18.4B
$5.61M 0.06%
42,519
-1,126
-3% -$141K
FITB
310
Fifth Third Bancorp
FITB
$51.8B
$5.57M 0.06%
149,759
– –
EBAY icon
311
eBay
EBAY
$49.8B
$5.5M 0.06%
104,183
-2,487
-2% -$113K
CAH icon
312
Cardinal Health
CAH
$55.4B
$5.43M 0.06%
48,484
-587
-1% -$63.3K
GDDY icon
313
GoDaddy
GDDY
$11.5B
$5.41M 0.06%
45,615
-1,730
-4% -$192K
KEYS icon
314
Keysight
KEYS
$58.3B
$5.41M 0.06%
34,599
– –
TROW icon
315
T. Rowe Price
TROW
$24.3B
$5.38M 0.06%
44,128
-1,086
-2% -$121K
DLTR icon
316
Dollar Tree
DLTR
$25.2B
$5.38M 0.06%
40,405
– –
ULTA icon
317
Ulta Beauty
ULTA
$24.3B
$5.35M 0.06%
10,224
-229
-2% -$118K
AVB icon
318
AvalonBay Communities
AVB
$26.8B
$5.31M 0.06%
28,620
– –
GLW icon
319
Corning
GLW
$143B
$5.24M 0.06%
158,856
-3,455
-2% -$110K
NDAQ icon
320
Nasdaq
NDAQ
$52.9B
$5.22M 0.06%
82,707
– –
RJF icon
321
Raymond James Financial
RJF
$34B
$5.22M 0.06%
40,611
– –
STT icon
322
State Street
STT
$50.7B
$5.18M 0.06%
67,036
-1,551
-2% -$115K
BR icon
323
Broadridge
BR
$19B
$5.13M 0.06%
25,051
+2,764
+12% +$557K
BLDR icon
324
Builders FirstSource
BLDR
$8.04B
$5.12M 0.06%
24,558
– –
ALGN icon
325
Align Technology
ALGN
$12.3B
$5.04M 0.05%
15,363
+17
+0.1% +$4.99K
11 12
13
14 15

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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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IFM Investors's Q1 2024 Portfolio in Review

As of Q1 2024, IFM Investors held 627 positions worth $9.17B, up 12% from $8.21B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

IFM Investors's Q1 2024 filing shows 56 new, 180 increased, 253 reduced and 3 closed positions. Its largest new stake was Booking.com: 190,900 shares worth $27.7M. The largest sale was Apple, an estimated $33.2M.

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

  • IFM Investors's largest Q1 2024 buy was Booking.com: 190,900 shares worth $27.7M.
  • IFM Investors added most to NextEra Energy in Q1 2024, an estimated $2.66M increase.
  • IFM Investors's biggest Q1 2024 reduction was Apple, cutting an estimated $33.2M.
  • IFM Investors fully exited Splunk Inc in Q1 2024, selling an estimated $4.8M.
  • IFM Investors's ten largest holdings make up 31% of its $9.17B portfolio in Q1 2024.
  • IFM Investors opened 56 new positions and closed 3 in Q1 2024.
  • IFM Investors's portfolio value rose 12% quarter-over-quarter to $9.17B.

Based on IFM Investors's 13F filing for Q1 2024, filed 22 Apr 2024.