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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
-2.57%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.61B
AUM Growth
-$31M
(-0.41%)
Cap. Flow
+$246M
Cap. Flow
% of AUM
3.24%
Top 10 Holdings %
Top 10 Hldgs %
29.29%
Holding
645
New
7
Increased
510
Reduced
81
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$16.5M |
| 2 |
Microsoft
MSFT
|
+$16M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$11.7M |
| 4 |
Amazon
AMZN
|
+$8.35M |
| 5 |
NVIDIA
NVDA
|
+$7.67M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Union Pacific
UNP
|
+$8.95M |
| 2 |
CSX Corp
CSX
|
+$4.41M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$3.48M |
| 4 |
Norfolk Southern
NSC
|
+$3.17M |
| 5 |
Johnson & Johnson
JNJ
|
+$1.99M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.14% |
| 2 | Healthcare | 13.21% |
| 3 | Financials | 11.81% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Communication Services | 8.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Tyson Foods
TSN
$20.4B
| $2.85M | 0.04% |
56,511
+1,755
| +3% | +$93.5K |
|
427
Pool Corp
POOL
$7.5B
| $2.85M | 0.04% |
8,010
+133
| +2% | +$48.4K |
|
428
Equitable Holdings
EQH
$14.1B
| $2.85M | 0.04% |
100,354
-467
| -0.5% | -$13.2K |
|
429
Citizens Financial Group
CFG
$30.6B
| $2.84M | 0.04% |
105,947
+1,847
| +2% | +$52.8K |
|
430
Western Digital
WDC
$150B
| $2.83M | 0.04% |
82,120
+230
| +0.3% | +$7.25K |
|
431
Revvity
RVTY
$12.8B
| $2.83M | 0.04% |
25,530
-127
| -0.5% | -$14.9K |
|
432
International Paper
IP
$22B
| $2.82M | 0.04% |
79,481
-390
| -0.5% | -$13.3K |
|
433
LKQ Corp
LKQ
$6.29B
| $2.81M | 0.04% |
56,784
+1,349
| +2% | +$72.2K |
|
434
Carlisle Companies
CSL
$15.4B
| $2.78M | 0.04% |
10,730
+640
| +6% | +$172K |
|
435
Everest Group
EG
$14.4B
| $2.78M | 0.04% |
7,481
+193
| +3% | +$70K |
|
436
J.M. Smucker
SJM
$12.8B
| $2.77M | 0.04% |
22,541
+1,849
| +9% | +$263K |
|
437
Carnival Corporation Ltd
CCL
$39.7B
| $2.77M | 0.04% |
201,551
-11,312
| -5% | -$187K |
|
438
Viatris
VTRS
$18.9B
| $2.74M | 0.04% |
278,158
-18,868
| -6% | -$196K |
|
439
Avantor
AVTR
$9.19B
| $2.73M | 0.04% |
129,272
+6,200
| +5% | +$132K |
|
440
Reliance Steel & Aluminium
RS
$21.6B
| $2.72M | 0.04% |
10,377
-390
| -4% | -$108K |
|
441
Stanley Black & Decker
SWK
$15.7B
| $2.69M | 0.04% |
32,187
+2,872
| +10% | +$266K |
|
442
Snap-on
SNA
$21.5B
| $2.69M | 0.04% |
10,537
+1,232
| +13% | +$333K |
|
443
American Homes 4 Rent
AMH
$12.5B
| $2.68M | 0.04% |
79,543
-3,118
| -4% | -$112K |
|
444
Sun Communities
SUI
$14.7B
| $2.68M | 0.04% |
22,644
-389
| -2% | -$49.4K |
|
445
Live Nation Entertainment
LYV
$42.1B
| $2.68M | 0.04% |
32,237
+2,382
| +8% | +$208K |
|
446
Domino's
DPZ
$11.6B
| $2.67M | 0.04% |
7,056
+371
| +6% | +$143K |
|
447
EQT Corp
EQT
$32.3B
| $2.66M | 0.03% |
65,493
-193
| -0.3% | -$7.99K |
|
448
Zebra Technologies
ZBRA
$17.8B
| $2.66M | 0.03% |
11,229
+566
| +5% | +$154K |
|
449
Lamb Weston
LW
$7.19B
| $2.65M | 0.03% |
28,614
| – | – |
|
450
Gaming and Leisure Properties
GLPI
$12.8B
| $2.62M | 0.03% |
57,554
+3,530
| +7% | +$168K |
|
Similar funds
IA
AT
UM
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RFC
GF
NMO
IFM Investors's Q3 2023 Portfolio in Review
As of Q3 2023, IFM Investors held 645 positions worth $7.61B, down 0.41% from $7.64B the previous quarter. Its ten largest holdings account for 29% of the portfolio.
IFM Investors deployed $246M of net new capital in Q3 2023, opening 7 new positions and adding to 510 existing holdings. Its largest new stake was Kenvue: 308,759 shares worth $6.2M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Union Pacific, an estimated $8.95M trimmed.
- IFM Investors's largest Q3 2023 buy was Kenvue: 308,759 shares worth $6.2M.
- IFM Investors added most to Apple in Q3 2023, an estimated $16.5M increase.
- IFM Investors's biggest Q3 2023 reduction was Union Pacific, cutting an estimated $8.95M.
- IFM Investors fully exited Black Knight, Inc. Common Stock in Q3 2023, selling an estimated $1.59M.
- IFM Investors's ten largest holdings make up 29% of its $7.61B portfolio in Q3 2023.
- IFM Investors opened 7 new positions and closed 5 in Q3 2023.
- IFM Investors's portfolio value fell 0.41% quarter-over-quarter to $7.61B.
Based on IFM Investors's 13F filing for Q3 2023, filed 26 Oct 2023.