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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
CLX icon
401
Clorox
CLX
$12.7B
$3.75M 0.04%
23,114
-3,071
-12% -$502K
FSLR icon
402
First Solar
FSLR
$26.9B
$3.71M 0.04%
21,043
-1,453
-6% -$289K
P
403
Everpure Inc
P
$29.9B
$3.7M 0.04%
60,312
-1,804
-3% -$100K
EVRG icon
404
Evergy
EVRG
$19.2B
$3.7M 0.04%
60,121
+370
+0.6% +$22.9K
AVY icon
405
Avery Dennison
AVY
$13.4B
$3.7M 0.04%
19,762
-3,423
-15% -$699K
LYV icon
406
Live Nation Entertainment
LYV
$42.1B
$3.68M 0.04%
28,412
-2,074
-7% -$261K
DTE icon
407
DTE Energy
DTE
$29.1B
$3.68M 0.04%
30,459
+320
+1% +$39.5K
DVN icon
408
Devon Energy
DVN
$47.3B
$3.67M 0.04%
112,239
-35,418
-24% -$1.33M
HOLX
409
DELISTED
Hologic
HOLX
$3.61M 0.04%
50,085
-5,996
-11% -$468K
COO icon
410
Cooper Companies
COO
$14.5B
$3.58M 0.04%
38,938
-4,224
-10% -$430K
WDC icon
411
Western Digital
WDC
$150B
$3.56M 0.04%
78,876
-5,394
-6% -$271K
PFG icon
412
Principal Financial Group
PFG
$24.3B
$3.55M 0.04%
45,814
-4,760
-9% -$401K
LH icon
413
Labcorp
LH
$25.9B
$3.54M 0.04%
15,455
-1,164
-7% -$267K
LII icon
414
Lennox International
LII
$15.2B
$3.52M 0.04%
5,779
-440
-7% -$275K
LMT icon
415
Lockheed Martin
LMT
$136B
$3.48M 0.04%
7,154
-899
-11% -$490K
ADM icon
416
Archer Daniels Midland
ADM
$36.9B
$3.48M 0.04%
68,787
-3,849
-5% -$208K
OC icon
417
Owens Corning
OC
$12.4B
$3.45M 0.04%
20,256
-542
-3% -$101K
VRSN icon
418
VeriSign
VRSN
$26.6B
$3.43M 0.03%
16,594
-1,833
-10% -$345K
PODD icon
419
Insulet
PODD
$9.79B
$3.42M 0.03%
13,082
-1,098
-8% -$277K
ZS icon
420
Zscaler
ZS
$27.3B
$3.41M 0.03%
18,898
-763
-4% -$148K
BURL icon
421
Burlington
BURL
$23.2B
$3.39M 0.03%
11,903
-852
-7% -$230K
NLY icon
422
Annaly Capital Management
NLY
$17.4B
$3.35M 0.03%
183,309
+51,161
+39% +$999K
MKC icon
423
McCormick & Company Non-Voting
MKC
$14.2B
$3.35M 0.03%
43,883
-5,829
-12% -$458K
FDS icon
424
Factset
FDS
$10.2B
$3.35M 0.03%
6,965
-768
-10% -$365K
GGG icon
425
Graco
GGG
$13.5B
$3.31M 0.03%
39,282
+895
+2% +$77.6K
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 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.