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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
SYF icon
326
Synchrony
SYF
$25.6B
$5.7M 0.05%
114,297
+624
+0.5% +$30.2K
WY icon
327
Weyerhaeuser
WY
$18.4B
$5.69M 0.05%
167,910
+28,252
+20% +$868K
MTB icon
328
M&T Bank
MTB
$36.2B
$5.62M 0.05%
31,578
-811
-3% -$134K
ELS icon
329
Equity Lifestyle Properties
ELS
$12.6B
$5.62M 0.05%
78,826
-1,093
-1% -$76.6K
TYL icon
330
Tyler Technologies
TYL
$12.8B
$5.62M 0.05%
9,630
+198
+2% +$111K
FSLR icon
331
First Solar
FSLR
$26.9B
$5.61M 0.05%
22,496
+857
+4% +$193K
BRO icon
332
Brown & Brown
BRO
$23.9B
$5.56M 0.05%
53,693
-533
-1% -$53K
VLTO icon
333
Veralto
VLTO
$24B
$5.53M 0.05%
49,472
+465
+0.9% +$49.1K
DOW icon
334
Dow Inc
DOW
$21.2B
$5.49M 0.05%
100,523
-31,287
-24% -$1.65M
HST icon
335
Host Hotels & Resorts
HST
$16B
$5.48M 0.05%
311,553
-6,773
-2% -$118K
CSL icon
336
Carlisle Companies
CSL
$15.4B
$5.46M 0.05%
12,147
+534
+5% +$221K
BXP icon
337
Boston Properties
BXP
$11.1B
$5.46M 0.05%
67,819
+1,457
+2% +$104K
MSTR icon
338
Strategy Inc
MSTR
$38.4B
$5.44M 0.05%
32,282
+192
+0.6% +$27.4K
KEYS icon
339
Keysight
KEYS
$58.3B
$5.43M 0.05%
34,176
+64
+0.2% +$9.11K
DXCM icon
340
DexCom
DXCM
$32B
$5.42M 0.05%
80,794
+415
+0.5% +$34.1K
ARES icon
341
Ares Management
ARES
$30.9B
$5.41M 0.05%
34,713
+355
+1% +$51.5K
RPM icon
342
RPM International
RPM
$15B
$5.39M 0.05%
44,524
+19,049
+75% +$2.2M
HUBS icon
343
HubSpot
HUBS
$10.5B
$5.35M 0.05%
10,066
+110
+1% +$55.2K
REG icon
344
Regency Centers
REG
$14.1B
$5.34M 0.05%
73,926
-1,836
-2% -$127K
CBOE icon
345
Cboe Global Markets
CBOE
$29.9B
$5.31M 0.05%
25,914
+43
+0.2% +$8.45K
APP icon
346
Applovin
APP
$116B
$5.28M 0.05%
40,439
+3,999
+11% +$365K
DOV icon
347
Dover
DOV
$28.4B
$5.26M 0.05%
27,456
-665
-2% -$121K
GPN icon
348
Global Payments
GPN
$22.8B
$5.24M 0.05%
51,166
+447
+0.9% +$46.4K
RS icon
349
Reliance Steel & Aluminium
RS
$21.6B
$5.21M 0.05%
18,021
+6,637
+58% +$1.9M
CHD icon
350
Church & Dwight Co
CHD
$24.5B
$5.21M 0.05%
49,762
+1,520
+3% +$156K
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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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.