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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
STLD icon
376
Steel Dynamics
STLD
$37.6B
$4.09M 0.04%
31,576
+517
+2% +$69K
BXP icon
377
Boston Properties
BXP
$11.1B
$4.09M 0.04%
66,362
+38,457
+138% +$2.35M
RF icon
378
Regions Financial
RF
$26.8B
$4.08M 0.04%
203,585
-2,757
-1% -$53.5K
LNT icon
379
Alliant Energy
LNT
$18B
$4.07M 0.04%
79,888
-917
-1% -$46.1K
HOLX
380
DELISTED
Hologic
HOLX
$4.06M 0.04%
54,633
+887
+2% +$66.5K
IEX icon
381
IDEX
IEX
$17.3B
$4.05M 0.04%
20,122
+71
+0.4% +$15.5K
PFG icon
382
Principal Financial Group
PFG
$24.3B
$4.04M 0.04%
51,533
-645
-1% -$52.4K
P
383
Everpure Inc
P
$29.9B
$4.02M 0.04%
+62,555
New +$3.62M
GPC icon
384
Genuine Parts
GPC
$18.7B
$3.98M 0.04%
28,758
+99
+0.3% +$14.8K
NTRS icon
385
Northern Trust
NTRS
$33.9B
$3.98M 0.04%
47,344
-1,138
-2% -$95.5K
WY icon
386
Weyerhaeuser
WY
$18.4B
$3.96M 0.04%
139,658
+502
+0.4% +$15.5K
LMT icon
387
Lockheed Martin
LMT
$136B
$3.96M 0.04%
8,475
– –
AVY icon
388
Avery Dennison
AVY
$13.4B
$3.95M 0.04%
18,066
+70
+0.4% +$15.5K
CTRA
389
DELISTED
Coterra Energy
CTRA
$3.9M 0.04%
146,276
-3,863
-3% -$107K
ULTA icon
390
Ulta Beauty
ULTA
$24.3B
$3.88M 0.04%
10,052
-172
-2% -$69.9K
EXPD icon
391
Expeditors International
EXPD
$23.2B
$3.87M 0.04%
31,008
-392
-1% -$46.7K
COO icon
392
Cooper Companies
COO
$14.5B
$3.85M 0.04%
44,081
+171
+0.4% +$16K
ZS icon
393
Zscaler
ZS
$27.3B
$3.85M 0.04%
20,023
+295
+1% +$52.5K
CFG icon
394
Citizens Financial Group
CFG
$30.6B
$3.83M 0.04%
106,388
+441
+0.4% +$15.4K
HBAN icon
395
Huntington Bancshares
HBAN
$35.5B
$3.83M 0.04%
290,466
+1,130
+0.4% +$15.2K
CPAY icon
396
Corpay
CPAY
$25.7B
$3.8M 0.04%
14,266
-202
-1% -$57.2K
EXPE icon
397
Expedia Group
EXPE
$37.3B
$3.8M 0.04%
30,140
– –
BAX icon
398
Baxter International
BAX
$14.2B
$3.78M 0.04%
113,069
+423
+0.4% +$15.6K
BALL icon
399
Ball Corp
BALL
$16.8B
$3.78M 0.04%
62,982
+227
+0.4% +$15.2K
SWKS icon
400
Skyworks Solutions
SWKS
$10.6B
$3.77M 0.04%
35,351
-985
-3% -$97.1K
14 15
16
17 18

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
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 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.