We are live on ! Find out more
II

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
HST icon
426
Host Hotels & Resorts
HST
$16B
$2.94M 0.04%
150,729
-2,995
-2% -$51.4K
SNA icon
427
Snap-on
SNA
$21.5B
$2.91M 0.04%
10,073
-464
-4% -$125K
RS icon
428
Reliance Steel & Aluminium
RS
$21.6B
$2.9M 0.04%
10,377
– –
WPC icon
429
W.P. Carey
WPC
$16.4B
$2.88M 0.04%
44,488
-934
-2% -$53.8K
SSNC icon
430
SS&C Technologies
SSNC
$18.6B
$2.88M 0.04%
47,056
– –
IP icon
431
International Paper
IP
$22B
$2.87M 0.04%
79,481
– –
AMH icon
432
American Homes 4 Rent
AMH
$12.5B
$2.86M 0.03%
79,543
– –
SJM icon
433
J.M. Smucker
SJM
$12.8B
$2.85M 0.03%
22,541
– –
IPG
434
DELISTED
Interpublic Group of Companies
IPG
$2.84M 0.03%
86,987
– –
RVTY icon
435
Revvity
RVTY
$12.8B
$2.83M 0.03%
25,845
+315
+1% +$30.4K
SE icon
436
Sea Limited
SE
$69.5B
$2.82M 0.03%
69,673
– –
OKTA icon
437
Okta
OKTA
$25.8B
$2.82M 0.03%
31,118
– –
EXAS
438
DELISTED
Exact Sciences
EXAS
$2.8M 0.03%
37,882
– –
GEN icon
439
Gen Digital
GEN
$17.5B
$2.77M 0.03%
121,571
– –
GLPI icon
440
Gaming and Leisure Properties
GLPI
$12.8B
$2.77M 0.03%
56,203
-1,351
-2% -$62.5K
AES icon
441
AES
AES
$10.5B
$2.74M 0.03%
142,363
-8,376
-6% -$136K
LKQ icon
442
LKQ Corp
LKQ
$6.29B
$2.71M 0.03%
56,784
– –
RPM icon
443
RPM International
RPM
$15B
$2.69M 0.03%
24,108
-1,298
-5% -$131K
MANH icon
444
Manhattan Associates
MANH
$11.4B
$2.68M 0.03%
12,457
– –
NDSN icon
445
Nordson
NDSN
$17.3B
$2.67M 0.03%
10,108
– –
MGM icon
446
MGM Resorts International
MGM
$11.2B
$2.64M 0.03%
59,115
-2,280
-4% -$89.5K
FNF icon
447
Fidelity National Financial
FNF
$13.5B
$2.55M 0.03%
50,005
– –
UDR icon
448
UDR
UDR
$12.3B
$2.54M 0.03%
66,266
+847
+1% +$29.5K
EQT icon
449
EQT Corp
EQT
$32.3B
$2.53M 0.03%
65,493
– –
L icon
450
Loews
L
$23.6B
$2.52M 0.03%
36,149
-1,781
-5% -$118K
16 17
18
19 20

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.