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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
OC icon
351
Owens Corning
OC
$12.4B
$4.46M 0.05%
26,717
-503
-2% -$76.7K
COO icon
352
Cooper Companies
COO
$14.5B
$4.46M 0.05%
43,910
-738
-2% -$71.4K
ILMN icon
353
Illumina
ILMN
$28.4B
$4.45M 0.05%
33,341
+864
+3% +$116K
GPC icon
354
Genuine Parts
GPC
$18.7B
$4.44M 0.05%
28,659
– –
IFF icon
355
International Flavors & Fragrances
IFF
$21.9B
$4.43M 0.05%
51,461
+104
+0.2% +$8.35K
ARES icon
356
Ares Management
ARES
$30.9B
$4.4M 0.05%
33,115
+1,653
+5% +$211K
RF icon
357
Regions Financial
RF
$26.8B
$4.34M 0.05%
206,342
– –
INVH icon
358
Invitation Homes
INVH
$18B
$4.32M 0.05%
121,235
– –
CSL icon
359
Carlisle Companies
CSL
$15.4B
$4.31M 0.05%
11,009
+467
+4% +$158K
NTRS icon
360
Northern Trust
NTRS
$33.9B
$4.31M 0.05%
48,482
-1,407
-3% -$115K
ENTG icon
361
Entegris
ENTG
$23.2B
$4.28M 0.05%
30,453
+5
+0% +$639
EQR icon
362
Equity Residential
EQR
$25.1B
$4.27M 0.05%
67,700
– –
WDC icon
363
Western Digital
WDC
$150B
$4.27M 0.05%
82,760
+640
+0.8% +$28K
WAT icon
364
Waters Corp
WAT
$39.9B
$4.26M 0.05%
12,379
– –
VLTO icon
365
Veralto
VLTO
$24B
$4.25M 0.05%
47,955
– –
BALL icon
366
Ball Corp
BALL
$16.8B
$4.23M 0.05%
62,755
– –
HOLX
367
DELISTED
Hologic
HOLX
$4.19M 0.05%
53,746
– –
CTRA
368
DELISTED
Coterra Energy
CTRA
$4.19M 0.05%
150,139
– –
EXPE icon
369
Expedia Group
EXPE
$37.3B
$4.15M 0.05%
30,140
-783
-3% -$111K
LPLA icon
370
LPL Financial
LPLA
$28.6B
$4.11M 0.04%
15,573
-271
-2% -$68.4K
EG icon
371
Everest Group
EG
$14.4B
$4.09M 0.04%
+10,282
New +$3.86M
LHX icon
372
L3Harris
LHX
$53.4B
$4.08M 0.04%
19,142
-41
-0.2% -$8.61K
LNT icon
373
Alliant Energy
LNT
$18B
$4.07M 0.04%
80,805
+1,640
+2% +$80.4K
DRI icon
374
Darden Restaurants
DRI
$24.4B
$4.06M 0.04%
24,313
-659
-3% -$109K
HBAN icon
375
Huntington Bancshares
HBAN
$35.5B
$4.04M 0.04%
289,336
– –
13 14
15
16 17

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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 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.