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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
+5.69%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.86B
AUM Growth
+$694M
Cap. Flow
+$317M
Cap. Flow %
3.21%
Top 10 Hldgs %
33.72%
Holding
702
New
78
Increased
382
Reduced
150
Closed
16

Top Buys

Rank Stock Value
1
PLD icon
Prologis
PLD
+$24.6M
2
EQIX icon
Equinix
EQIX
+$17.3M
3
WELL icon
Welltower
WELL
+$14.4M
4
XOM icon
ExxonMobil
XOM
+$13.4M
5
DLR icon
Digital Realty Trust
DLR
+$11.4M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$12.8M
2
GE icon
GE Aerospace
GE
+$7.79M
3
GL icon
Globe Life
GL
+$2.29M
4
RHI icon
Robert Half
RHI
+$2.07M
5
HAS icon
Hasbro
HAS
+$2.06M

Sector Composition

Rank Sector Weight
1 Technology 32.64%
2 Healthcare 11.46%
3 Financials 11.31%
4 Consumer Discretionary 10%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSGP icon
301
CoStar Group
CSGP
$12.3B
$6.14M 0.06%
82,768
+182
+0.2% +$15.4K
ROK icon
302
Rockwell Automation
ROK
$49B
$6.12M 0.06%
22,244
+57
+0.3% +$15.4K
DASH icon
303
DoorDash
DASH
$93.7B
$6.07M 0.06%
55,763
+5,022
+10% +$605K
AMH icon
304
American Homes 4 Rent
AMH
$12.5B
$6.02M 0.06%
162,018
+82,475
+104% +$2.97M
ADM icon
305
Archer Daniels Midland
ADM
$36.9B
$6.01M 0.06%
99,383
-3,280
-3% -$201K
CHTR icon
306
Charter Communications
CHTR
$18.2B
$5.99M 0.06%
20,051
+239
+1% +$65.2K
PHM icon
307
Pultegroup
PHM
$25.3B
$5.97M 0.06%
54,214
-3,352
-6% -$381K
ATO icon
308
Atmos Energy
ATO
$28.8B
$5.97M 0.06%
51,145
+3,313
+7% +$386K
KHC icon
309
Kraft Heinz
KHC
$30B
$5.92M 0.06%
183,708
-3,264
-2% -$116K
CMS icon
310
CMS Energy
CMS
$22.3B
$5.91M 0.06%
99,352
+454
+0.5% +$27.5K
UDR icon
311
UDR
UDR
$12.3B
$5.88M 0.06%
143,003
+76,737
+116% +$2.96M
HUBS icon
312
HubSpot
HUBS
$10.5B
$5.87M 0.06%
9,956
-37
-0.4% -$22.7K
ON icon
313
ON Semiconductor
ON
$31.6B
$5.8M 0.06%
84,677
-2,507
-3% -$176K
BR icon
314
Broadridge
BR
$19B
$5.74M 0.06%
29,125
+4,074
+16% +$808K
HST icon
315
Host Hotels & Resorts
HST
$16B
$5.72M 0.06%
318,326
+162,890
+105% +$3.05M
ANSS
316
DELISTED
Ansys
ANSS
$5.65M 0.06%
17,569
+928
+6% +$304K
RMD icon
317
ResMed
RMD
$30.7B
$5.64M 0.06%
29,452
-314
-1% -$63.7K
DG icon
318
Dollar General
DG
$27.9B
$5.62M 0.06%
42,476
+113
+0.3% +$15.8K
NDAQ icon
319
Nasdaq
NDAQ
$52.9B
$5.62M 0.06%
93,201
+10,494
+13% +$636K
HSY icon
320
Hershey
HSY
$36.6B
$5.55M 0.06%
30,167
+79
+0.3% +$15.3K
TEAM icon
321
Atlassian
TEAM
$37.8B
$5.54M 0.06%
31,346
+140
+0.4% +$25K
EBAY icon
322
eBay
EBAY
$49.8B
$5.53M 0.06%
102,893
-1,290
-1% -$67.2K
NI icon
323
NiSource
NI
$20.4B
$5.52M 0.06%
191,742
+10,940
+6% +$309K
KIM icon
324
Kimco Realty
KIM
$16.4B
$5.5M 0.06%
282,377
+157,310
+126% +$2.95M
FITB
325
Fifth Third Bancorp
FITB
$51.8B
$5.39M 0.05%
147,661
-2,098
-1% -$76.7K
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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NMO
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IFM Investors's Q2 2024 Portfolio in Review

As of Q2 2024, IFM Investors held 702 positions worth $9.86B, up 7.6% from $9.17B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

IFM Investors deployed $317M of net new capital in Q2 2024, opening 78 new positions and adding to 382 existing holdings. Its largest new stake was GE Vernova: 53,494 shares worth $9.17M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was GE Aerospace, an estimated $7.79M trimmed.

  • IFM Investors's largest Q2 2024 buy was GE Vernova: 53,494 shares worth $9.17M.
  • IFM Investors added most to Prologis in Q2 2024, an estimated $24.6M increase.
  • IFM Investors's biggest Q2 2024 reduction was GE Aerospace, cutting an estimated $7.79M.
  • IFM Investors fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $12.8M.
  • IFM Investors's ten largest holdings make up 34% of its $9.86B portfolio in Q2 2024.
  • IFM Investors opened 78 new positions and closed 16 in Q2 2024.
  • IFM Investors's portfolio value rose 7.6% quarter-over-quarter to $9.86B.

Based on IFM Investors's 13F filing for Q2 2024, filed 15 Aug 2024.