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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
RBLX icon
351
Roblox
RBLX
$27B
$4.02M 0.05%
87,871
-2,325
-3% -$85.9K
RF icon
352
Regions Financial
RF
$26.8B
$4M 0.05%
206,342
– –
EXPD icon
353
Expeditors International
EXPD
$23.2B
$3.99M 0.05%
31,400
-2,065
-6% -$244K
LH icon
354
Labcorp
LH
$25.9B
$3.97M 0.05%
17,480
-420
-2% -$88.2K
GPC icon
355
Genuine Parts
GPC
$18.7B
$3.97M 0.05%
28,659
– –
WBA
356
DELISTED
Walgreens Boots Alliance
WBA
$3.96M 0.05%
151,856
-1,412
-0.9% -$31.6K
VLTO icon
357
Veralto
VLTO
$24B
$3.94M 0.05%
+47,955
New +$3.58M
VST icon
358
Vistra
VST
$47.4B
$3.94M 0.05%
102,237
+13,551
+15% +$471K
VTR icon
359
Ventas
VTR
$47.9B
$3.89M 0.05%
78,079
+2,306
+3% +$103K
VRSN icon
360
VeriSign
VRSN
$26.6B
$3.87M 0.05%
18,795
-567
-3% -$118K
BRO icon
361
Brown & Brown
BRO
$23.9B
$3.86M 0.05%
54,226
– –
HOLX
362
DELISTED
Hologic
HOLX
$3.84M 0.05%
53,746
– –
AXON
363
Axon Enterprise
AXON
$46.4B
$3.84M 0.05%
14,859
+393
+3% +$88.6K
CTRA
364
DELISTED
Coterra Energy
CTRA
$3.83M 0.05%
150,139
– –
EVRG icon
365
Evergy
EVRG
$19.2B
$3.82M 0.05%
73,111
+206
+0.3% +$10.4K
MAA icon
366
Mid-America Apartment Communities
MAA
$15.7B
$3.79M 0.05%
28,200
– –
CLX icon
367
Clorox
CLX
$12.7B
$3.75M 0.05%
26,321
-642
-2% -$85.6K
ARES icon
368
Ares Management
ARES
$30.9B
$3.74M 0.05%
31,462
+1,121
+4% +$122K
CCL icon
369
Carnival Corporation Ltd
CCL
$39.7B
$3.74M 0.05%
201,551
– –
HUBB icon
370
Hubbell
HUBB
$27.2B
$3.73M 0.05%
11,343
-525
-4% -$158K
TER icon
371
Teradyne
TER
$59.3B
$3.69M 0.05%
34,039
– –
BMRN icon
372
BioMarin Pharmaceuticals
BMRN
$12.4B
$3.68M 0.04%
38,170
-1,072
-3% -$94.8K
HBAN icon
373
Huntington Bancshares
HBAN
$35.5B
$3.68M 0.04%
289,336
-6,606
-2% -$72.3K
STLD icon
374
Steel Dynamics
STLD
$37.6B
$3.67M 0.04%
31,059
– –
ENTG icon
375
Entegris
ENTG
$23.2B
$3.65M 0.04%
30,448
-2,008
-6% -$204K
13 14
15
16 17

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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.