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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
DOV icon
326
Dover
DOV
$28.4B
$5.03M 0.05%
28,406
-728
-2% -$117K
CHD icon
327
Church & Dwight Co
CHD
$24.5B
$5.02M 0.05%
48,095
+148
+0.3% +$14.8K
NI icon
328
NiSource
NI
$20.4B
$5M 0.05%
180,802
+1,827
+1% +$48K
WY icon
329
Weyerhaeuser
WY
$18.4B
$5M 0.05%
139,156
– –
SYF icon
330
Synchrony
SYF
$25.6B
$5M 0.05%
115,853
– –
MDB icon
331
MongoDB
MDB
$32.1B
$4.97M 0.05%
13,870
-38
-0.3% -$15.5K
NTAP icon
332
NetApp
NTAP
$37.2B
$4.97M 0.05%
47,383
-1,134
-2% -$105K
TTWO icon
333
Take-Two Interactive
TTWO
$46.1B
$4.96M 0.05%
33,375
+1,240
+4% +$193K
IEX icon
334
IDEX
IEX
$17.3B
$4.89M 0.05%
20,051
– –
PTC icon
335
PTC
PTC
$16B
$4.88M 0.05%
25,808
+55
+0.2% +$9.91K
NVR icon
336
NVR
NVR
$17B
$4.87M 0.05%
+601
New +$4.46M
IRM icon
337
Iron Mountain
IRM
$36.1B
$4.83M 0.05%
60,261
– –
BAX icon
338
Baxter International
BAX
$14.2B
$4.81M 0.05%
112,646
-2,225
-2% -$90.5K
DTE icon
339
DTE Energy
DTE
$29.1B
$4.76M 0.05%
42,442
+326
+0.8% +$35.2K
BRO icon
340
Brown & Brown
BRO
$23.9B
$4.75M 0.05%
54,226
– –
CBOE icon
341
Cboe Global Markets
CBOE
$29.9B
$4.74M 0.05%
25,782
– –
DECK icon
342
Deckers Outdoor
DECK
$13.3B
$4.73M 0.05%
+30,126
New +$4.18M
MTB icon
343
M&T Bank
MTB
$36.2B
$4.7M 0.05%
32,283
– –
HUBB icon
344
Hubbell
HUBB
$27.2B
$4.65M 0.05%
11,202
-141
-1% -$51K
STLD icon
345
Steel Dynamics
STLD
$37.6B
$4.6M 0.05%
31,059
– –
AXON
346
Axon Enterprise
AXON
$46.4B
$4.57M 0.05%
14,615
-244
-2% -$67.8K
BA icon
347
Boeing
BA
$185B
$4.54M 0.05%
23,521
-985
-4% -$202K
PFG icon
348
Principal Financial Group
PFG
$24.3B
$4.5M 0.05%
52,178
– –
CPAY icon
349
Corpay
CPAY
$25.7B
$4.46M 0.05%
14,468
+247
+2% +$70.9K
ARE icon
350
Alexandria Real Estate Equities
ARE
$8.56B
$4.46M 0.05%
34,620
+1,009
+3% +$124K
12 13
14
15 16

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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 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.