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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
WDC icon
401
Western Digital
WDC
$150B
$3.25M 0.04%
82,120
– –
OMC icon
402
Omnicom Group
OMC
$23.4B
$3.24M 0.04%
37,415
-1,447
-4% -$114K
RIVN icon
403
Rivian
RIVN
$23.2B
$3.21M 0.04%
136,883
– –
JBL icon
404
Jabil
JBL
$35.8B
$3.2M 0.04%
25,087
– –
CF icon
405
CF Industries
CF
$17.3B
$3.19M 0.04%
40,133
– –
CE icon
406
Celanese
CE
$4.82B
$3.18M 0.04%
20,472
– –
MRO
407
DELISTED
Marathon Oil Corporation
MRO
$3.15M 0.04%
130,529
– –
MAS icon
408
Masco
MAS
$15.3B
$3.15M 0.04%
46,948
-893
-2% -$51.9K
WRB icon
409
W.R. Berkley
WRB
$26.6B
$3.14M 0.04%
66,675
-2,204
-3% -$100K
TWLO icon
410
Twilio
TWLO
$36.6B
$3.14M 0.04%
41,331
-492
-1% -$30.7K
PODD icon
411
Insulet
PODD
$9.79B
$3.13M 0.04%
14,434
– –
K
412
DELISTED
Kellanova
K
$3.12M 0.04%
55,757
-3,624
-6% -$189K
ZBRA icon
413
Zebra Technologies
ZBRA
$17.8B
$3.11M 0.04%
11,386
+157
+1% +$35.8K
ALB icon
414
Albemarle
ALB
$15.5B
$3.11M 0.04%
21,535
– –
PKG icon
415
Packaging Corp of America
PKG
$22.8B
$3.11M 0.04%
19,068
– –
TRU icon
416
TransUnion
TRU
$15.3B
$3.1M 0.04%
45,100
– –
LW icon
417
Lamb Weston
LW
$7.19B
$3.09M 0.04%
28,614
– –
CAG icon
418
Conagra Brands
CAG
$7.23B
$3.08M 0.04%
107,281
– –
SWK icon
419
Stanley Black & Decker
SWK
$15.7B
$3.06M 0.04%
31,183
-1,004
-3% -$88.4K
LYV icon
420
Live Nation Entertainment
LYV
$42.1B
$3.05M 0.04%
32,574
+337
+1% +$29K
TSN icon
421
Tyson Foods
TSN
$20.4B
$3.04M 0.04%
56,511
– –
SUI icon
422
Sun Communities
SUI
$14.7B
$3.03M 0.04%
22,644
– –
VTRS icon
423
Viatris
VTRS
$18.9B
$3.01M 0.04%
278,158
– –
DKNG icon
424
DraftKings
DKNG
$11.9B
$2.95M 0.04%
83,769
– –
AVTR icon
425
Avantor
AVTR
$9.19B
$2.95M 0.04%
129,272
– –
15 16
17
18 19

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UM
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FCAS
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RFC
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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.