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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
BAX icon
326
Baxter International
BAX
$14.2B
$4.44M 0.05%
114,871
– –
ZS icon
327
Zscaler
ZS
$27.3B
$4.43M 0.05%
19,994
-494
-2% -$91.5K
MTB icon
328
M&T Bank
MTB
$36.2B
$4.42M 0.05%
32,283
-869
-3% -$109K
SYF icon
329
Synchrony
SYF
$25.6B
$4.42M 0.05%
115,853
-7,620
-6% -$241K
ILMN icon
330
Illumina
ILMN
$28.4B
$4.4M 0.05%
32,477
– –
IEX icon
331
IDEX
IEX
$17.3B
$4.35M 0.05%
20,051
– –
NTAP icon
332
NetApp
NTAP
$37.2B
$4.28M 0.05%
48,517
-1,823
-4% -$147K
PINS icon
333
Pinterest
PINS
$13.4B
$4.28M 0.05%
115,483
-2,702
-2% -$84.9K
ARE icon
334
Alexandria Real Estate Equities
ARE
$8.56B
$4.26M 0.05%
33,611
– –
COO icon
335
Cooper Companies
COO
$14.5B
$4.22M 0.05%
44,648
-1,240
-3% -$104K
IRM icon
336
Iron Mountain
IRM
$36.1B
$4.22M 0.05%
60,261
– –
NTRS icon
337
Northern Trust
NTRS
$33.9B
$4.21M 0.05%
49,889
– –
ALGN icon
338
Align Technology
ALGN
$12.3B
$4.21M 0.05%
15,346
-182
-1% -$43.1K
IFF icon
339
International Flavors & Fragrances
IFF
$21.9B
$4.16M 0.05%
51,357
– –
EQR icon
340
Equity Residential
EQR
$25.1B
$4.14M 0.05%
67,700
– –
INVH icon
341
Invitation Homes
INVH
$18B
$4.13M 0.05%
121,235
– –
PFG icon
342
Principal Financial Group
PFG
$24.3B
$4.11M 0.05%
52,178
-2,204
-4% -$160K
DRI icon
343
Darden Restaurants
DRI
$24.4B
$4.1M 0.05%
24,972
– –
BLDR icon
344
Builders FirstSource
BLDR
$8.04B
$4.1M 0.05%
24,558
-1,870
-7% -$249K
WAT icon
345
Waters Corp
WAT
$39.9B
$4.08M 0.05%
12,379
-683
-5% -$189K
LNT icon
346
Alliant Energy
LNT
$18B
$4.06M 0.05%
79,165
+233
+0.3% +$11.6K
SWKS icon
347
Skyworks Solutions
SWKS
$10.6B
$4.05M 0.05%
36,031
-1,009
-3% -$98.7K
LHX icon
348
L3Harris
LHX
$53.4B
$4.04M 0.05%
19,183
-501
-3% -$94K
OC icon
349
Owens Corning
OC
$12.4B
$4.04M 0.05%
27,220
-373
-1% -$49.4K
CPAY icon
350
Corpay
CPAY
$25.7B
$4.02M 0.05%
14,221
+25
+0.2% +$6.21K
12 13
14
15 16

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FCAS
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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.