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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
WTRG icon
401
Essential Utilities
WTRG
$11.4B
$3.76M 0.04%
100,644
+223
+0.2% +$8.27K
EQH icon
402
Equitable Holdings
EQH
$14.1B
$3.75M 0.04%
91,739
-1,043
-1% -$40.9K
DRI icon
403
Darden Restaurants
DRI
$24.4B
$3.75M 0.04%
24,755
+442
+2% +$67.3K
FCNCA icon
404
First Citizens BancShares
FCNCA
$25.3B
$3.74M 0.04%
2,221
-39
-2% -$65.2K
CCL icon
405
Carnival Corporation Ltd
CCL
$39.7B
$3.72M 0.04%
198,766
-3,017
-1% -$46.6K
CINF icon
406
Cincinnati Financial
CINF
$27.1B
$3.72M 0.04%
31,472
+577
+2% +$67.6K
ALGN icon
407
Align Technology
ALGN
$12.3B
$3.71M 0.04%
15,363
– –
MKL icon
408
Markel Group
MKL
$23.2B
$3.7M 0.04%
2,351
– –
LKQ icon
409
LKQ Corp
LKQ
$6.29B
$3.67M 0.04%
88,127
+33,041
+60% +$1.48M
MRO
410
DELISTED
Marathon Oil Corporation
MRO
$3.64M 0.04%
127,104
+1,423
+1% +$39.4K
TEVA icon
411
Teva Pharmaceuticals
TEVA
$41.2B
$3.62M 0.04%
222,743
+8,702
+4% +$134K
CLX icon
412
Clorox
CLX
$12.7B
$3.61M 0.04%
26,441
+120
+0.5% +$16.7K
DPZ icon
413
Domino's
DPZ
$11.6B
$3.58M 0.04%
6,933
-123
-2% -$62.7K
LH icon
414
Labcorp
LH
$25.9B
$3.57M 0.04%
17,560
+80
+0.5% +$16.3K
TDY icon
415
Teledyne Technologies
TDY
$32B
$3.55M 0.04%
9,154
+256
+3% +$101K
WAT icon
416
Waters Corp
WAT
$39.9B
$3.54M 0.04%
12,207
-172
-1% -$54.9K
BLDR icon
417
Builders FirstSource
BLDR
$8.04B
$3.5M 0.04%
25,317
+759
+3% +$129K
PKG icon
418
Packaging Corp of America
PKG
$22.8B
$3.5M 0.04%
19,156
+88
+0.5% +$16K
MKC icon
419
McCormick & Company Non-Voting
MKC
$14.2B
$3.49M 0.04%
49,161
+207
+0.4% +$15.1K
FTV icon
420
Fortive
FTV
$18.6B
$3.48M 0.04%
62,369
+272
+0.4% +$15.8K
MDB icon
421
MongoDB
MDB
$32.1B
$3.48M 0.04%
13,913
+43
+0.3% +$13.6K
ZBRA icon
422
Zebra Technologies
ZBRA
$17.8B
$3.47M 0.04%
11,219
-167
-1% -$50.8K
LII icon
423
Lennox International
LII
$15.2B
$3.44M 0.03%
6,438
+31
+0.5% +$15.3K
OMC icon
424
Omnicom Group
OMC
$23.4B
$3.44M 0.03%
38,312
+897
+2% +$83.3K
SNAP icon
425
Snap
SNAP
$9.01B
$3.44M 0.03%
206,869
– –
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 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.