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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
HAL icon
301
Halliburton
HAL
$26.6B
$6.51M 0.06%
224,102
+31,280
+16% +$986K
UDR icon
302
UDR
UDR
$12.3B
$6.48M 0.06%
142,978
-25
-0% -$1.07K
BR icon
303
Broadridge
BR
$19B
$6.46M 0.06%
30,060
+935
+3% +$196K
CDW icon
304
CDW
CDW
$17B
$6.46M 0.06%
28,527
+871
+3% +$193K
MTD icon
305
Mettler-Toledo International
MTD
$28.6B
$6.41M 0.06%
4,274
-168
-4% -$236K
CHTR icon
306
Charter Communications
CHTR
$18.2B
$6.36M 0.06%
19,611
-440
-2% -$148K
AMH icon
307
American Homes 4 Rent
AMH
$12.5B
$6.33M 0.06%
164,918
+2,900
+2% +$111K
CSGP icon
308
CoStar Group
CSGP
$12.3B
$6.25M 0.06%
82,866
+98
+0.1% +$7.43K
ON icon
309
ON Semiconductor
ON
$31.6B
$6.21M 0.06%
85,542
+865
+1% +$63K
VEEV icon
310
Veeva Systems
VEEV
$37.4B
$6.19M 0.06%
29,486
+109
+0.4% +$21.5K
DDOG icon
311
Datadog
DDOG
$84B
$6.16M 0.06%
53,558
+318
+0.6% +$37.2K
HSY icon
312
Hershey
HSY
$36.6B
$6.12M 0.06%
31,925
+1,758
+6% +$342K
FITB
313
Fifth Third Bancorp
FITB
$51.8B
$6.09M 0.06%
142,086
-5,575
-4% -$227K
ROK icon
314
Rockwell Automation
ROK
$49B
$6.08M 0.06%
22,646
+402
+2% +$107K
GLPI icon
315
Gaming and Leisure Properties
GLPI
$12.8B
$6.03M 0.06%
117,105
-19
-0% -$941
NTAP icon
316
NetApp
NTAP
$37.2B
$5.92M 0.06%
47,969
-625
-1% -$77.9K
NVR icon
317
NVR
NVR
$17B
$5.92M 0.06%
603
+2
+0.3% +$17.5K
AXON
318
Axon Enterprise
AXON
$46.4B
$5.91M 0.06%
14,795
-57
-0.4% -$19.6K
CPT icon
319
Camden Property Trust
CPT
$11.3B
$5.89M 0.06%
47,668
-8
-0% -$946
WPC icon
320
W.P. Carey
WPC
$16.4B
$5.85M 0.06%
93,872
-16
-0% -$948
CMS icon
321
CMS Energy
CMS
$22.3B
$5.8M 0.06%
82,051
-17,301
-17% -$1.14M
STT icon
322
State Street
STT
$50.7B
$5.79M 0.06%
65,427
-1,609
-2% -$133K
DVN icon
323
Devon Energy
DVN
$47.3B
$5.78M 0.06%
147,657
-2,077
-1% -$91.5K
IFF icon
324
International Flavors & Fragrances
IFF
$21.9B
$5.76M 0.06%
54,931
+2,458
+5% +$245K
ANSS
325
DELISTED
Ansys
ANSS
$5.74M 0.06%
18,003
+434
+2% +$138K
11 12
13
14 15

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UM
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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.