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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
WAT icon
376
Waters Corp
WAT
$39.9B
$4.19M 0.04%
11,281
-773
-6% -$283K
K
377
DELISTED
Kellanova
K
$4.15M 0.04%
51,284
-5,957
-10% -$481K
CSL icon
378
Carlisle Companies
CSL
$15.4B
$4.14M 0.04%
11,230
-917
-8% -$400K
EQH icon
379
Equitable Holdings
EQH
$14.1B
$4.1M 0.04%
86,959
-2,681
-3% -$124K
DRI icon
380
Darden Restaurants
DRI
$24.4B
$4.08M 0.04%
21,852
-2,456
-10% -$412K
DOW icon
381
Dow Inc
DOW
$21.2B
$4.06M 0.04%
101,185
+662
+0.7% +$30.9K
EQT icon
382
EQT Corp
EQT
$32.3B
$4.03M 0.04%
87,300
-9,562
-10% -$394K
BBY icon
383
Best Buy
BBY
$17.3B
$4.02M 0.04%
46,907
-2,766
-6% -$252K
ZBH icon
384
Zimmer Biomet
ZBH
$18.4B
$3.97M 0.04%
37,575
-4,225
-10% -$453K
LNT icon
385
Alliant Energy
LNT
$18B
$3.97M 0.04%
67,066
+375
+0.6% +$22.7K
TWLO icon
386
Twilio
TWLO
$36.6B
$3.97M 0.04%
36,691
-2,936
-7% -$268K
EG icon
387
Everest Group
EG
$14.4B
$3.96M 0.04%
10,935
-273
-2% -$102K
EME icon
388
Emcor
EME
$36B
$3.9M 0.04%
8,603
-615
-7% -$291K
ZM icon
389
Zoom
ZM
$30.6B
$3.9M 0.04%
47,769
-5,493
-10% -$432K
IEX icon
390
IDEX
IEX
$17.3B
$3.89M 0.04%
18,608
-1,004
-5% -$220K
MKL icon
391
Markel Group
MKL
$23.2B
$3.89M 0.04%
2,253
-174
-7% -$289K
ILMN icon
392
Illumina
ILMN
$28.4B
$3.88M 0.04%
29,063
-3,309
-10% -$471K
ZBRA icon
393
Zebra Technologies
ZBRA
$17.8B
$3.88M 0.04%
10,043
-1,176
-10% -$456K
MOH icon
394
Molina Healthcare
MOH
$10.3B
$3.86M 0.04%
13,267
-950
-7% -$293K
ULTA icon
395
Ulta Beauty
ULTA
$24.3B
$3.85M 0.04%
8,846
-1,027
-10% -$398K
TER icon
396
Teradyne
TER
$59.3B
$3.85M 0.04%
30,547
-1,933
-6% -$229K
TDY icon
397
Teledyne Technologies
TDY
$32B
$3.82M 0.04%
8,232
-681
-8% -$317K
TRU icon
398
TransUnion
TRU
$15.3B
$3.82M 0.04%
41,162
-2,427
-6% -$246K
PKG icon
399
Packaging Corp of America
PKG
$22.8B
$3.82M 0.04%
16,950
-1,394
-8% -$322K
HOOD icon
400
Robinhood
HOOD
$83.9B
$3.76M 0.04%
101,039
-9,659
-9% -$312K
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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NMO
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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.