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II

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
DTE icon
326
DTE Energy
DTE
$29.1B
$4.18M 0.06%
42,116
+1,380
+3% +$148K
IEX icon
327
IDEX
IEX
$17.3B
$4.17M 0.05%
20,051
+731
+4% +$159K
RJF icon
328
Raymond James Financial
RJF
$34B
$4.17M 0.05%
41,493
+1,507
+4% +$159K
XYL icon
329
Xylem
XYL
$28.1B
$4.14M 0.05%
45,519
+453
+1% +$46.7K
GPC icon
330
Genuine Parts
GPC
$18.7B
$4.14M 0.05%
28,659
+30
+0.1% +$4.66K
DOV icon
331
Dover
DOV
$28.4B
$4.06M 0.05%
29,134
+2,089
+8% +$302K
CTRA
332
DELISTED
Coterra Energy
CTRA
$4.06M 0.05%
150,139
-1,257
-0.8% -$34.3K
CBOE icon
333
Cboe Global Markets
CBOE
$29.9B
$4.03M 0.05%
25,782
+301
+1% +$44.3K
DASH icon
334
DoorDash
DASH
$93.7B
$4.02M 0.05%
50,573
+1,942
+4% +$158K
NDAQ icon
335
Nasdaq
NDAQ
$52.9B
$4.02M 0.05%
82,707
+50
+0.1% +$2.53K
MPWR icon
336
Monolithic Power Systems
MPWR
$68.9B
$4M 0.05%
8,665
+108
+1% +$55.2K
BR icon
337
Broadridge
BR
$19B
$3.99M 0.05%
22,287
-4,205
-16% -$745K
EQR icon
338
Equity Residential
EQR
$25.1B
$3.97M 0.05%
67,700
+91
+0.1% +$5.88K
HWM icon
339
Howmet Aerospace
HWM
$112B
$3.92M 0.05%
84,851
+6,059
+8% +$295K
VRSN icon
340
VeriSign
VRSN
$26.6B
$3.92M 0.05%
19,362
+833
+4% +$173K
PFG icon
341
Principal Financial Group
PFG
$24.3B
$3.92M 0.05%
54,382
+2,770
+5% +$215K
NET icon
342
Cloudflare
NET
$107B
$3.89M 0.05%
61,672
+8,273
+15% +$530K
FITB
343
Fifth Third Bancorp
FITB
$51.8B
$3.87M 0.05%
152,736
+5,117
+3% +$138K
INVH icon
344
Invitation Homes
INVH
$18B
$3.84M 0.05%
121,235
+208
+0.2% +$7.15K
EXPD icon
345
Expeditors International
EXPD
$23.2B
$3.84M 0.05%
33,465
+1,427
+4% +$170K
LNT icon
346
Alliant Energy
LNT
$18B
$3.82M 0.05%
78,932
+3,112
+4% +$161K
NTAP icon
347
NetApp
NTAP
$37.2B
$3.82M 0.05%
50,340
+4,471
+10% +$346K
BRO icon
348
Brown & Brown
BRO
$23.9B
$3.79M 0.05%
54,226
-291
-0.5% -$20.8K
SYF icon
349
Synchrony
SYF
$25.6B
$3.77M 0.05%
123,473
+19,126
+18% +$636K
LPLA icon
350
LPL Financial
LPLA
$28.6B
$3.77M 0.05%
15,844
-536
-3% -$124K
12 13
14
15 16

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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.