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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
ENPH icon
376
Enphase Energy
ENPH
$5.53B
$3.64M 0.04%
27,571
-350
-1% -$37.1K
AVY icon
377
Avery Dennison
AVY
$13.4B
$3.64M 0.04%
17,996
– –
BALL icon
378
Ball Corp
BALL
$16.8B
$3.61M 0.04%
62,755
– –
LPLA icon
379
LPL Financial
LPLA
$28.6B
$3.61M 0.04%
15,844
– –
ZM icon
380
Zoom
ZM
$30.6B
$3.59M 0.04%
49,874
+1,043
+2% +$69K
AKAM icon
381
Akamai
AKAM
$15.9B
$3.56M 0.04%
30,102
– –
GGG icon
382
Graco
GGG
$13.5B
$3.56M 0.04%
41,001
-1,488
-4% -$117K
BF.B icon
383
Brown-Forman Class B
BF.B
$13.1B
$3.51M 0.04%
61,531
– –
CFG icon
384
Citizens Financial Group
CFG
$30.6B
$3.51M 0.04%
105,947
– –
FSLR icon
385
First Solar
FSLR
$26.9B
$3.49M 0.04%
20,269
-243
-1% -$37.2K
EPAM icon
386
EPAM Systems
EPAM
$5.03B
$3.48M 0.04%
11,707
-279
-2% -$70.8K
WTRG icon
387
Essential Utilities
WTRG
$11.4B
$3.45M 0.04%
92,388
-463
-0.5% -$16.2K
ESS icon
388
Essex Property Trust
ESS
$18.5B
$3.45M 0.04%
13,897
– –
FTV icon
389
Fortive
FTV
$18.6B
$3.45M 0.04%
62,097
-2,085
-3% -$110K
JBHT icon
390
JB Hunt Transport Services
JBHT
$25.2B
$3.44M 0.04%
17,221
-827
-5% -$153K
VRT icon
391
Vertiv
VRT
$105B
$3.4M 0.04%
+70,877
New +$3.02M
BBY icon
392
Best Buy
BBY
$17.3B
$3.4M 0.04%
43,410
+636
+1% +$44.8K
SNAP icon
393
Snap
SNAP
$9.01B
$3.36M 0.04%
198,551
+6,174
+3% +$75.7K
MKC icon
394
McCormick & Company Non-Voting
MKC
$14.2B
$3.35M 0.04%
48,954
– –
EQH icon
395
Equitable Holdings
EQH
$14.1B
$3.34M 0.04%
100,354
– –
LVS icon
396
Las Vegas Sands
LVS
$29.6B
$3.33M 0.04%
67,605
– –
FFIV icon
397
F5
FFIV
$22.7B
$3.31M 0.04%
18,498
– –
CINF icon
398
Cincinnati Financial
CINF
$27.1B
$3.3M 0.04%
31,871
– –
CSL icon
399
Carlisle Companies
CSL
$15.4B
$3.29M 0.04%
10,542
-188
-2% -$51.8K
DGX icon
400
Quest Diagnostics
DGX
$26.3B
$3.29M 0.04%
23,891
-1,219
-5% -$160K
14 15
16
17 18

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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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Verition Fund Management
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NMO
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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.