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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
HBAN icon
376
Huntington Bancshares
HBAN
$35.5B
$4.49M 0.04%
305,394
+14,928
+5% +$212K
CFG icon
377
Citizens Financial Group
CFG
$30.6B
$4.43M 0.04%
107,788
+1,400
+1% +$56.6K
EL icon
378
Estee Lauder
EL
$32B
$4.4M 0.04%
44,105
-1,811
-4% -$172K
EG icon
379
Everest Group
EG
$14.4B
$4.39M 0.04%
11,208
+38
+0.3% +$14.5K
WST icon
380
West Pharmaceutical
WST
$24.9B
$4.36M 0.04%
14,523
-87
-0.6% -$26.6K
EXPE icon
381
Expedia Group
EXPE
$37.3B
$4.35M 0.04%
29,404
-736
-2% -$97.5K
TER icon
382
Teradyne
TER
$59.3B
$4.35M 0.04%
32,480
+423
+1% +$57K
WDC icon
383
Western Digital
WDC
$150B
$4.35M 0.04%
84,270
+1,219
+1% +$61.6K
PFG icon
384
Principal Financial Group
PFG
$24.3B
$4.34M 0.04%
50,574
-959
-2% -$77.5K
ADM icon
385
Archer Daniels Midland
ADM
$36.9B
$4.34M 0.04%
72,636
-26,747
-27% -$1.63M
WAT icon
386
Waters Corp
WAT
$39.9B
$4.34M 0.04%
12,054
-153
-1% -$49.8K
CINF icon
387
Cincinnati Financial
CINF
$27.1B
$4.33M 0.04%
31,832
+360
+1% +$46.6K
NTRS icon
388
Northern Trust
NTRS
$33.9B
$4.32M 0.04%
47,938
+594
+1% +$51.9K
MRNA icon
389
Moderna
MRNA
$23.6B
$4.28M 0.04%
64,100
-387
-0.6% -$35.5K
CLX icon
390
Clorox
CLX
$12.7B
$4.27M 0.04%
26,185
-256
-1% -$37.9K
CPAY icon
391
Corpay
CPAY
$25.7B
$4.26M 0.04%
13,619
-647
-5% -$190K
ILMN icon
392
Illumina
ILMN
$28.4B
$4.22M 0.04%
32,372
+385
+1% +$47.5K
IEX icon
393
IDEX
IEX
$17.3B
$4.21M 0.04%
19,612
-510
-3% -$103K
BALL icon
394
Ball Corp
BALL
$16.8B
$4.21M 0.04%
61,946
-1,036
-2% -$65.8K
BAX icon
395
Baxter International
BAX
$14.2B
$4.2M 0.04%
110,619
-2,450
-2% -$90K
GPC icon
396
Genuine Parts
GPC
$18.7B
$4.18M 0.04%
29,902
+1,144
+4% +$159K
TEVA icon
397
Teva Pharmaceuticals
TEVA
$41.2B
$4.16M 0.04%
231,028
+8,285
+4% +$145K
ZBRA icon
398
Zebra Technologies
ZBRA
$17.8B
$4.15M 0.04%
11,219
– –
MKC icon
399
McCormick & Company Non-Voting
MKC
$14.2B
$4.09M 0.04%
49,712
+551
+1% +$42.9K
RBLX icon
400
Roblox
RBLX
$27B
$4.08M 0.04%
92,118
+976
+1% +$40.7K
14 15
16
17 18

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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.