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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
+5.69%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.86B
AUM Growth
+$694M
Cap. Flow
+$317M
Cap. Flow %
3.21%
Top 10 Hldgs %
33.72%
Holding
702
New
78
Increased
382
Reduced
150
Closed
16

Top Buys

Rank Stock Value
1
PLD icon
Prologis
PLD
+$24.6M
2
EQIX icon
Equinix
EQIX
+$17.3M
3
WELL icon
Welltower
WELL
+$14.4M
4
XOM icon
ExxonMobil
XOM
+$13.4M
5
DLR icon
Digital Realty Trust
DLR
+$11.4M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$12.8M
2
GE icon
GE Aerospace
GE
+$7.79M
3
GL icon
Globe Life
GL
+$2.29M
4
RHI icon
Robert Half
RHI
+$2.07M
5
HAS icon
Hasbro
HAS
+$2.06M

Sector Composition

Rank Sector Weight
1 Technology 32.64%
2 Healthcare 11.46%
3 Financials 11.31%
4 Consumer Discretionary 10%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TYL icon
351
Tyler Technologies
TYL
$12.8B
$4.74M 0.05%
9,432
+566
+6% +$261K
REG icon
352
Regency Centers
REG
$14.1B
$4.71M 0.05%
75,762
+44,351
+141% +$2.66M
CAH icon
353
Cardinal Health
CAH
$55.4B
$4.71M 0.05%
47,863
-621
-1% -$63.3K
CSL icon
354
Carlisle Companies
CSL
$15.4B
$4.71M 0.05%
11,613
+604
+5% +$243K
PTC icon
355
PTC
PTC
$16B
$4.7M 0.05%
25,897
+89
+0.3% +$15.9K
VLTO icon
356
Veralto
VLTO
$24B
$4.68M 0.05%
49,007
+1,052
+2% +$101K
KEYS icon
357
Keysight
KEYS
$58.3B
$4.66M 0.05%
34,112
-487
-1% -$71.2K
PDD icon
358
Pinduoduo
PDD
$131B
$4.65M 0.05%
34,951
+462
+1% +$62.6K
ZBH icon
359
Zimmer Biomet
ZBH
$18.4B
$4.63M 0.05%
42,654
+135
+0.3% +$15.9K
ARES icon
360
Ares Management
ARES
$30.9B
$4.58M 0.05%
34,358
+1,243
+4% +$170K
NVR icon
361
NVR
NVR
$17B
$4.56M 0.05%
601
– –
LHX icon
362
L3Harris
LHX
$53.4B
$4.53M 0.05%
20,191
+1,049
+5% +$227K
OC icon
363
Owens Corning
OC
$12.4B
$4.43M 0.04%
25,511
-1,206
-5% -$209K
MSTR icon
364
Strategy Inc
MSTR
$38.4B
$4.42M 0.04%
+32,090
New +$4.62M
CBOE icon
365
Cboe Global Markets
CBOE
$29.9B
$4.4M 0.04%
25,871
+89
+0.3% +$15.8K
DTE icon
366
DTE Energy
DTE
$29.1B
$4.4M 0.04%
39,627
-2,815
-7% -$315K
AXON
367
Axon Enterprise
AXON
$46.4B
$4.37M 0.04%
14,852
+237
+2% +$70.7K
LPLA icon
368
LPL Financial
LPLA
$28.6B
$4.35M 0.04%
15,573
– –
DLTR icon
369
Dollar Tree
DLTR
$25.2B
$4.33M 0.04%
40,540
+135
+0.3% +$15.9K
BA icon
370
Boeing
BA
$185B
$4.33M 0.04%
23,770
+249
+1% +$44.4K
EG icon
371
Everest Group
EG
$14.4B
$4.26M 0.04%
11,170
+888
+9% +$336K
BBY icon
372
Best Buy
BBY
$17.3B
$4.23M 0.04%
50,140
+5,861
+13% +$465K
MOH icon
373
Molina Healthcare
MOH
$10.3B
$4.19M 0.04%
14,083
+258
+2% +$87.6K
HUBB icon
374
Hubbell
HUBB
$27.2B
$4.17M 0.04%
11,410
+208
+2% +$81.6K
ENTG icon
375
Entegris
ENTG
$23.2B
$4.14M 0.04%
30,572
+119
+0.4% +$15.7K
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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GF
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NMO
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IFM Investors's Q2 2024 Portfolio in Review

As of Q2 2024, IFM Investors held 702 positions worth $9.86B, up 7.6% from $9.17B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

IFM Investors deployed $317M of net new capital in Q2 2024, opening 78 new positions and adding to 382 existing holdings. Its largest new stake was GE Vernova: 53,494 shares worth $9.17M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was GE Aerospace, an estimated $7.79M trimmed.

  • IFM Investors's largest Q2 2024 buy was GE Vernova: 53,494 shares worth $9.17M.
  • IFM Investors added most to Prologis in Q2 2024, an estimated $24.6M increase.
  • IFM Investors's biggest Q2 2024 reduction was GE Aerospace, cutting an estimated $7.79M.
  • IFM Investors fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $12.8M.
  • IFM Investors's ten largest holdings make up 34% of its $9.86B portfolio in Q2 2024.
  • IFM Investors opened 78 new positions and closed 16 in Q2 2024.
  • IFM Investors's portfolio value rose 7.6% quarter-over-quarter to $9.86B.

Based on IFM Investors's 13F filing for Q2 2024, filed 15 Aug 2024.