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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
OXY icon
351
Occidental Petroleum
OXY
$55.9B
$5.18M 0.05%
100,468
-34,969
-26% -$2M
DECK icon
352
Deckers Outdoor
DECK
$13.3B
$5.14M 0.05%
32,250
+870
+3% +$133K
BBY icon
353
Best Buy
BBY
$17.3B
$5.13M 0.05%
49,673
-467
-0.9% -$42.1K
TTWO icon
354
Take-Two Interactive
TTWO
$46.1B
$5.12M 0.05%
33,325
+350
+1% +$53.1K
AVY icon
355
Avery Dennison
AVY
$13.4B
$5.12M 0.05%
23,185
+5,119
+28% +$1.11M
CAH icon
356
Cardinal Health
CAH
$55.4B
$5.05M 0.05%
45,692
-2,171
-5% -$227K
RJF icon
357
Raymond James Financial
RJF
$34B
$4.97M 0.05%
40,548
-741
-2% -$86.5K
BLDR icon
358
Builders FirstSource
BLDR
$8.04B
$4.96M 0.05%
25,565
+248
+1% +$41.1K
TEAM icon
359
Atlassian
TEAM
$37.8B
$4.93M 0.05%
31,074
-272
-0.9% -$44.7K
MOH icon
360
Molina Healthcare
MOH
$10.3B
$4.9M 0.05%
14,217
+134
+1% +$44.2K
NET icon
361
Cloudflare
NET
$107B
$4.87M 0.05%
60,181
+297
+0.5% +$23.9K
PDD icon
362
Pinduoduo
PDD
$131B
$4.84M 0.05%
35,898
+947
+3% +$116K
STLD icon
363
Steel Dynamics
STLD
$37.6B
$4.84M 0.05%
38,355
+6,779
+21% +$824K
HUBB icon
364
Hubbell
HUBB
$27.2B
$4.81M 0.05%
11,231
-179
-2% -$68.8K
COO icon
365
Cooper Companies
COO
$14.5B
$4.76M 0.05%
43,162
-919
-2% -$89.4K
LHX icon
366
L3Harris
LHX
$53.4B
$4.74M 0.05%
19,933
-258
-1% -$59.6K
TROW icon
367
T. Rowe Price
TROW
$24.3B
$4.74M 0.05%
43,476
-792
-2% -$87K
LMT icon
368
Lockheed Martin
LMT
$136B
$4.71M 0.05%
8,053
-422
-5% -$227K
PTC icon
369
PTC
PTC
$16B
$4.69M 0.05%
25,963
+66
+0.3% +$11.6K
RF icon
370
Regions Financial
RF
$26.8B
$4.67M 0.04%
199,962
-3,623
-2% -$79.2K
K
371
DELISTED
Kellanova
K
$4.62M 0.04%
57,241
+1,484
+3% +$106K
HOLX
372
DELISTED
Hologic
HOLX
$4.57M 0.04%
56,081
+1,448
+3% +$116K
TRU icon
373
TransUnion
TRU
$15.3B
$4.56M 0.04%
43,589
-1,061
-2% -$95.7K
ZBH icon
374
Zimmer Biomet
ZBH
$18.4B
$4.51M 0.04%
41,800
-854
-2% -$93.2K
TPL icon
375
Texas Pacific Land
TPL
$23.5B
$4.5M 0.04%
15,246
+4,608
+43% +$1.27M
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 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.