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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
MAS icon
401
Masco
MAS
$15.3B
$4.06M 0.04%
48,426
+1,478
+3% +$112K
LNT icon
402
Alliant Energy
LNT
$18B
$4.05M 0.04%
66,691
-13,197
-17% -$749K
EXPD icon
403
Expeditors International
EXPD
$23.2B
$4.01M 0.04%
30,481
-527
-2% -$64.5K
DRI icon
404
Darden Restaurants
DRI
$24.4B
$3.99M 0.04%
24,308
-447
-2% -$67.7K
EME icon
405
Emcor
EME
$36B
$3.97M 0.04%
9,218
+612
+7% +$231K
FNF icon
406
Fidelity National Financial
FNF
$13.5B
$3.95M 0.04%
63,710
+13,705
+27% +$769K
PKG icon
407
Packaging Corp of America
PKG
$22.8B
$3.95M 0.04%
18,344
-812
-4% -$161K
FCNCA icon
408
First Citizens BancShares
FCNCA
$25.3B
$3.92M 0.04%
2,131
-90
-4% -$172K
TDY icon
409
Teledyne Technologies
TDY
$32B
$3.9M 0.04%
8,913
-241
-3% -$99.9K
OMC icon
410
Omnicom Group
OMC
$23.4B
$3.89M 0.04%
37,626
-686
-2% -$65.9K
PINS icon
411
Pinterest
PINS
$13.4B
$3.88M 0.04%
119,737
+1,779
+2% +$60.5K
MDB icon
412
MongoDB
MDB
$32.1B
$3.87M 0.04%
14,325
+412
+3% +$107K
DTE icon
413
DTE Energy
DTE
$29.1B
$3.87M 0.04%
30,139
-9,488
-24% -$1.14M
ULTA icon
414
Ulta Beauty
ULTA
$24.3B
$3.84M 0.04%
9,873
-179
-2% -$67.1K
ALGN icon
415
Align Technology
ALGN
$12.3B
$3.83M 0.04%
15,070
-293
-2% -$69.1K
WSM icon
416
Williams-Sonoma
WSM
$29.6B
$3.81M 0.04%
24,595
+613
+3% +$87.9K
MKL icon
417
Markel Group
MKL
$23.2B
$3.81M 0.04%
2,427
+76
+3% +$119K
FTV icon
418
Fortive
FTV
$18.6B
$3.79M 0.04%
63,749
+1,380
+2% +$75.9K
WBD icon
419
Warner Bros
WBD
$67.1B
$3.77M 0.04%
456,682
-4,779
-1% -$37.3K
EQH icon
420
Equitable Holdings
EQH
$14.1B
$3.77M 0.04%
89,640
-2,099
-2% -$86.1K
LII icon
421
Lennox International
LII
$15.2B
$3.76M 0.04%
6,219
-219
-3% -$125K
MANH icon
422
Manhattan Associates
MANH
$11.4B
$3.71M 0.04%
13,201
-273
-2% -$69.5K
ZM icon
423
Zoom
ZM
$30.6B
$3.71M 0.04%
53,262
+2,504
+5% +$157K
LH icon
424
Labcorp
LH
$25.9B
$3.71M 0.04%
16,619
-941
-5% -$207K
EVRG icon
425
Evergy
EVRG
$19.2B
$3.71M 0.04%
59,751
-4,685
-7% -$273K
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 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.