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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
-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
OC icon
351
Owens Corning
OC
$12.4B
$3.76M 0.05%
27,593
-4,237
-13% -$582K
HOLX
352
DELISTED
Hologic
HOLX
$3.73M 0.05%
53,746
+863
+2% +$65.2K
HUBB icon
353
Hubbell
HUBB
$27.2B
$3.72M 0.05%
11,868
+1,148
+11% +$366K
MKC icon
354
McCormick & Company Non-Voting
MKC
$14.2B
$3.7M 0.05%
48,954
+3,438
+8% +$287K
EVRG icon
355
Evergy
EVRG
$19.2B
$3.7M 0.05%
72,905
+846
+1% +$48K
NVR icon
356
NVR
NVR
$17B
$3.67M 0.05%
616
+20
+3% +$124K
LMT icon
357
Lockheed Martin
LMT
$136B
$3.66M 0.05%
8,955
-611
-6% -$271K
ALB icon
358
Albemarle
ALB
$15.5B
$3.66M 0.05%
21,535
+68
+0.3% +$13.5K
SWKS icon
359
Skyworks Solutions
SWKS
$10.6B
$3.65M 0.05%
37,040
+4,373
+13% +$465K
COO icon
360
Cooper Companies
COO
$14.5B
$3.65M 0.05%
45,888
+1,784
+4% +$164K
TDY icon
361
Teledyne Technologies
TDY
$32B
$3.64M 0.05%
8,898
+163
+2% +$66.1K
MAA icon
362
Mid-America Apartment Communities
MAA
$15.7B
$3.63M 0.05%
28,200
-177
-0.6% -$25.6K
CPAY icon
363
Corpay
CPAY
$25.7B
$3.62M 0.05%
14,196
+508
+4% +$133K
LH icon
364
Labcorp
LH
$25.9B
$3.6M 0.05%
17,900
-2,148
-11% -$453K
FTV icon
365
Fortive
FTV
$18.6B
$3.59M 0.05%
64,182
+4,864
+8% +$280K
IRM icon
366
Iron Mountain
IRM
$36.1B
$3.58M 0.05%
60,261
+1,293
+2% +$79K
WAT icon
367
Waters Corp
WAT
$39.9B
$3.58M 0.05%
13,062
+717
+6% +$198K
DRI icon
368
Darden Restaurants
DRI
$24.4B
$3.58M 0.05%
24,972
+500
+2% +$79.3K
PTC icon
369
PTC
PTC
$16B
$3.57M 0.05%
25,181
+3,629
+17% +$519K
BF.B icon
370
Brown-Forman Class B
BF.B
$13.1B
$3.55M 0.05%
61,531
-88
-0.1% -$5.85K
RF icon
371
Regions Financial
RF
$26.8B
$3.55M 0.05%
206,342
+7,126
+4% +$135K
CLX icon
372
Clorox
CLX
$12.7B
$3.53M 0.05%
26,963
+1,011
+4% +$154K
GDDY icon
373
GoDaddy
GDDY
$11.5B
$3.53M 0.05%
47,345
+9,195
+24% +$678K
IFF icon
374
International Flavors & Fragrances
IFF
$21.9B
$3.5M 0.05%
51,357
+1,923
+4% +$141K
MRO
375
DELISTED
Marathon Oil Corporation
MRO
$3.49M 0.05%
130,529
-2,517
-2% -$65.1K
13 14
15
16 17

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IA
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UM
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FCAS
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RFC
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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.