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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
+4.6%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.84B
AUM Growth
-$584M
Cap. Flow
-$821M
Cap. Flow %
-8.34%
Top 10 Hldgs %
35.03%
Holding
685
New
4
Increased
61
Reduced
562
Closed
11

Top Buys

Rank Stock Value
1
CVNA icon
Carvana
CVNA
+$4.7M
2
SMCI icon
Super Micro Computer
SMCI
+$3.46M
3
NTNX icon
Nutanix
NTNX
+$3.04M
4
NLY icon
Annaly Capital Management
NLY
+$999K
5
HAL icon
Halliburton
HAL
+$962K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$59.3M
2
MSFT icon
Microsoft
MSFT
+$51.1M
3
AAPL icon
Apple
AAPL
+$32M
4
AMZN icon
Amazon
AMZN
+$30.9M
5
META icon
Meta Platforms (Facebook)
META
+$22M

Sector Composition

Rank Sector Weight
1 Technology 32.43%
2 Financials 12.29%
3 Consumer Discretionary 11.19%
4 Healthcare 9.93%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DOV icon
351
Dover
DOV
$28.4B
$4.69M 0.05%
24,975
-2,481
-9% -$485K
VLTO icon
352
Veralto
VLTO
$24B
$4.57M 0.05%
44,913
-4,559
-9% -$486K
TEVA icon
353
Teva Pharmaceuticals
TEVA
$41.2B
$4.56M 0.05%
207,087
-23,941
-10% -$436K
CDW icon
354
CDW
CDW
$17B
$4.52M 0.05%
25,978
-2,549
-9% -$495K
NTRS icon
355
Northern Trust
NTRS
$33.9B
$4.52M 0.05%
44,104
-3,834
-8% -$392K
EXPE icon
356
Expedia Group
EXPE
$37.3B
$4.52M 0.05%
24,234
-5,170
-18% -$891K
PTC icon
357
PTC
PTC
$16B
$4.5M 0.05%
24,495
-1,468
-6% -$278K
HBAN icon
358
Huntington Bancshares
HBAN
$35.5B
$4.48M 0.05%
275,218
-30,176
-10% -$496K
WBD icon
359
Warner Bros
WBD
$67.1B
$4.46M 0.05%
422,038
-34,644
-8% -$322K
TROW icon
360
T. Rowe Price
TROW
$24.3B
$4.43M 0.05%
39,135
-4,341
-10% -$503K
NVR icon
361
NVR
NVR
$17B
$4.42M 0.04%
540
-63
-10% -$574K
STLD icon
362
Steel Dynamics
STLD
$37.6B
$4.33M 0.04%
37,935
-420
-1% -$55.8K
CCL icon
363
Carnival Corporation Ltd
CCL
$39.7B
$4.32M 0.04%
173,215
-10,739
-6% -$251K
IFF icon
364
International Flavors & Fragrances
IFF
$21.9B
$4.31M 0.04%
50,988
-3,943
-7% -$371K
CPAY icon
365
Corpay
CPAY
$25.7B
$4.3M 0.04%
12,718
-901
-7% -$317K
WST icon
366
West Pharmaceutical
WST
$24.9B
$4.29M 0.04%
13,109
-1,414
-10% -$445K
CINF icon
367
Cincinnati Financial
CINF
$27.1B
$4.29M 0.04%
29,844
-1,988
-6% -$290K
WSM icon
368
Williams-Sonoma
WSM
$29.6B
$4.27M 0.04%
23,063
-1,532
-6% -$243K
CVNA icon
369
Carvana
CVNA
$77.9B
$4.26M 0.04%
+104,630
New +$4.7M
RS icon
370
Reliance Steel & Aluminium
RS
$21.6B
$4.26M 0.04%
15,804
-2,217
-12% -$658K
WY icon
371
Weyerhaeuser
WY
$18.4B
$4.24M 0.04%
150,523
-17,387
-10% -$543K
FCNCA icon
372
First Citizens BancShares
FCNCA
$25.3B
$4.23M 0.04%
2,002
-129
-6% -$270K
CFG icon
373
Citizens Financial Group
CFG
$30.6B
$4.21M 0.04%
96,267
-11,521
-11% -$509K
CAH icon
374
Cardinal Health
CAH
$55.4B
$4.21M 0.04%
35,570
-10,122
-22% -$1.18M
RF icon
375
Regions Financial
RF
$26.8B
$4.2M 0.04%
178,762
-21,200
-11% -$524K
13 14
15
16 17

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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 Q4 2024 Portfolio in Review

As of Q4 2024, IFM Investors held 685 positions worth $9.84B, down 5.6% from $10.4B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors withdrew a net $821M in Q4 2024, closing 11 positions and reducing 562 holdings. Its most notable exit was Marathon Oil Corporation, an estimated $2.86M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, IFM Investors opened a new position in Carvana worth $4.26M.

  • IFM Investors's largest Q4 2024 buy was Carvana: 104,630 shares worth $4.26M.
  • IFM Investors added most to Annaly Capital Management in Q4 2024, an estimated $999K increase.
  • IFM Investors's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $59.3M.
  • IFM Investors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $2.86M.
  • IFM Investors's ten largest holdings make up 35% of its $9.84B portfolio in Q4 2024.
  • IFM Investors opened 4 new positions and closed 11 in Q4 2024.
  • IFM Investors's portfolio value fell 5.6% quarter-over-quarter to $9.84B.

Based on IFM Investors's 13F filing for Q4 2024, filed 29 Apr 2025.