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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
+13.34%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.17B
AUM Growth
+$956M
Cap. Flow
+$133M
Cap. Flow %
1.45%
Top 10 Hldgs %
30.77%
Holding
627
New
56
Increased
180
Reduced
253
Closed
3

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$27.2M
2
MELI icon
Mercado Libre
MELI
+$15.2M
3
CMG icon
Chipotle Mexican Grill
CMG
+$13.8M
4
AZO icon
AutoZone
AZO
+$10.8M
5
GWW icon
W.W. Grainger
GWW
+$8.49M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$33.2M
2
SPLK
Splunk Inc
SPLK
+$4.8M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
VFC icon
VF Corp
VFC
+$1.14M

Sector Composition

Rank Sector Weight
1 Technology 30.81%
2 Healthcare 12.36%
3 Financials 12.35%
4 Consumer Discretionary 10.67%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RBLX icon
426
Roblox
RBLX
$27B
$3.36M 0.04%
88,068
+197
+0.2% +$8K
ENPH icon
427
Enphase Energy
ENPH
$5.53B
$3.35M 0.04%
27,703
+132
+0.5% +$15.4K
BMRN icon
428
BioMarin Pharmaceuticals
BMRN
$12.4B
$3.35M 0.04%
38,328
+158
+0.4% +$14.1K
CF icon
429
CF Industries
CF
$17.3B
$3.34M 0.04%
40,133
– –
VTRS icon
430
Viatris
VTRS
$18.9B
$3.32M 0.04%
278,158
– –
TSN icon
431
Tyson Foods
TSN
$20.4B
$3.32M 0.04%
56,511
– –
AVTR icon
432
Avantor
AVTR
$9.19B
$3.31M 0.04%
129,383
+111
+0.1% +$2.64K
ZM icon
433
Zoom
ZM
$30.6B
$3.3M 0.04%
50,506
+632
+1% +$42.1K
CCL icon
434
Carnival Corporation Ltd
CCL
$39.7B
$3.3M 0.04%
201,783
+232
+0.1% +$3.77K
EPAM icon
435
EPAM Systems
EPAM
$5.03B
$3.27M 0.04%
11,833
+126
+1% +$37.1K
TAP icon
436
Molson Coors Class B
TAP
$8.09B
$3.26M 0.04%
48,513
+12,991
+37% +$824K
POOL icon
437
Pool Corp
POOL
$7.5B
$3.23M 0.04%
+8,010
New +$3.13M
HST icon
438
Host Hotels & Resorts
HST
$16B
$3.21M 0.04%
155,436
+4,707
+3% +$94.6K
AKAM icon
439
Akamai
AKAM
$15.9B
$3.2M 0.03%
29,391
-711
-2% -$81.9K
K
440
DELISTED
Kellanova
K
$3.19M 0.03%
55,757
– –
DGX icon
441
Quest Diagnostics
DGX
$26.3B
$3.18M 0.03%
23,891
– –
BF.B icon
442
Brown-Forman Class B
BF.B
$13.1B
$3.18M 0.03%
61,531
– –
LW icon
443
Lamb Weston
LW
$7.19B
$3.16M 0.03%
29,684
+1,070
+4% +$111K
WBA
444
DELISTED
Walgreens Boots Alliance
WBA
$3.14M 0.03%
144,807
-7,049
-5% -$157K
SUI icon
445
Sun Communities
SUI
$14.7B
$3.14M 0.03%
24,401
+1,757
+8% +$228K
LII icon
446
Lennox International
LII
$15.2B
$3.13M 0.03%
+6,407
New +$2.91M
WSO icon
447
Watsco Inc
WSO
$13.6B
$3.12M 0.03%
+7,233
New +$2.91M
SWK icon
448
Stanley Black & Decker
SWK
$15.7B
$3.05M 0.03%
31,183
– –
SSNC icon
449
SS&C Technologies
SSNC
$18.6B
$3.04M 0.03%
47,246
+190
+0.4% +$11.8K
TEVA icon
450
Teva Pharmaceuticals
TEVA
$41.2B
$3.02M 0.03%
214,041
+30,270
+16% +$382K
16 17
18
19 20

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IFM Investors's Q1 2024 Portfolio in Review

As of Q1 2024, IFM Investors held 627 positions worth $9.17B, up 12% from $8.21B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

IFM Investors's Q1 2024 filing shows 56 new, 180 increased, 253 reduced and 3 closed positions. Its largest new stake was Booking.com: 190,900 shares worth $27.7M. The largest sale was Apple, an estimated $33.2M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

  • IFM Investors's largest Q1 2024 buy was Booking.com: 190,900 shares worth $27.7M.
  • IFM Investors added most to NextEra Energy in Q1 2024, an estimated $2.66M increase.
  • IFM Investors's biggest Q1 2024 reduction was Apple, cutting an estimated $33.2M.
  • IFM Investors fully exited Splunk Inc in Q1 2024, selling an estimated $4.8M.
  • IFM Investors's ten largest holdings make up 31% of its $9.17B portfolio in Q1 2024.
  • IFM Investors opened 56 new positions and closed 3 in Q1 2024.
  • IFM Investors's portfolio value rose 12% quarter-over-quarter to $9.17B.

Based on IFM Investors's 13F filing for Q1 2024, filed 22 Apr 2024.