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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
+5.69%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.86B
AUM Growth
+$694M
Cap. Flow
+$317M
Cap. Flow %
3.21%
Top 10 Hldgs %
33.72%
Holding
702
New
78
Increased
382
Reduced
150
Closed
16

Top Buys

Rank Stock Value
1
PLD icon
Prologis
PLD
+$24.6M
2
EQIX icon
Equinix
EQIX
+$17.3M
3
WELL icon
Welltower
WELL
+$14.4M
4
XOM icon
ExxonMobil
XOM
+$13.4M
5
DLR icon
Digital Realty Trust
DLR
+$11.4M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$12.8M
2
GE icon
GE Aerospace
GE
+$7.79M
3
GL icon
Globe Life
GL
+$2.29M
4
RHI icon
Robert Half
RHI
+$2.07M
5
HAS icon
Hasbro
HAS
+$2.06M

Sector Composition

Rank Sector Weight
1 Technology 32.64%
2 Healthcare 11.46%
3 Financials 11.31%
4 Consumer Discretionary 10%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBD icon
426
Warner Bros
WBD
$67.1B
$3.43M 0.03%
461,461
+1,912
+0.4% +$15.3K
WRB icon
427
W.R. Berkley
WRB
$26.6B
$3.42M 0.03%
65,256
– –
EVRG icon
428
Evergy
EVRG
$19.2B
$3.41M 0.03%
64,436
-9,659
-13% -$514K
RBLX icon
429
Roblox
RBLX
$27B
$3.39M 0.03%
91,142
+3,074
+3% +$109K
WSM icon
430
Williams-Sonoma
WSM
$29.6B
$3.39M 0.03%
23,982
+434
+2% +$64.7K
WSO icon
431
Watsco Inc
WSO
$13.6B
$3.35M 0.03%
7,233
– –
IP icon
432
International Paper
IP
$22B
$3.35M 0.03%
77,580
+1,646
+2% +$66.9K
ILMN icon
433
Illumina
ILMN
$28.4B
$3.34M 0.03%
31,987
-1,354
-4% -$152K
MANH icon
434
Manhattan Associates
MANH
$11.4B
$3.32M 0.03%
13,474
– –
TRU icon
435
TransUnion
TRU
$15.3B
$3.31M 0.03%
44,650
+202
+0.5% +$15.1K
VRSN icon
436
VeriSign
VRSN
$26.6B
$3.28M 0.03%
18,427
-368
-2% -$65.6K
DGX icon
437
Quest Diagnostics
DGX
$26.3B
$3.27M 0.03%
23,891
– –
DKNG icon
438
DraftKings
DKNG
$11.9B
$3.26M 0.03%
85,534
+1,765
+2% +$73.3K
RS icon
439
Reliance Steel & Aluminium
RS
$21.6B
$3.25M 0.03%
11,384
+942
+9% +$284K
GGG icon
440
Graco
GGG
$13.5B
$3.25M 0.03%
41,002
– –
K
441
DELISTED
Kellanova
K
$3.22M 0.03%
55,757
– –
GEN icon
442
Gen Digital
GEN
$17.5B
$3.19M 0.03%
127,557
– –
BMRN icon
443
BioMarin Pharmaceuticals
BMRN
$12.4B
$3.16M 0.03%
38,328
– –
EME icon
444
Emcor
EME
$36B
$3.14M 0.03%
+8,606
New +$3.17M
NRG icon
445
NRG Energy
NRG
$24.8B
$3.14M 0.03%
40,298
-1,972
-5% -$153K
MAS icon
446
Masco
MAS
$15.3B
$3.13M 0.03%
46,948
– –
BURL icon
447
Burlington
BURL
$23.2B
$3.13M 0.03%
13,038
+349
+3% +$71.8K
LVS icon
448
Las Vegas Sands
LVS
$29.6B
$3.13M 0.03%
70,701
-1,518
-2% -$70.8K
FDS icon
449
Factset
FDS
$10.2B
$3.11M 0.03%
7,629
+38
+0.5% +$16.1K
OKTA icon
450
Okta
OKTA
$25.8B
$3.08M 0.03%
32,877
+174
+0.5% +$16.5K
16 17
18
19 20

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IA
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AT
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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
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NMO
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IFM Investors's Q2 2024 Portfolio in Review

As of Q2 2024, IFM Investors held 702 positions worth $9.86B, up 7.6% from $9.17B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

IFM Investors deployed $317M of net new capital in Q2 2024, opening 78 new positions and adding to 382 existing holdings. Its largest new stake was GE Vernova: 53,494 shares worth $9.17M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was GE Aerospace, an estimated $7.79M trimmed.

  • IFM Investors's largest Q2 2024 buy was GE Vernova: 53,494 shares worth $9.17M.
  • IFM Investors added most to Prologis in Q2 2024, an estimated $24.6M increase.
  • IFM Investors's biggest Q2 2024 reduction was GE Aerospace, cutting an estimated $7.79M.
  • IFM Investors fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $12.8M.
  • IFM Investors's ten largest holdings make up 34% of its $9.86B portfolio in Q2 2024.
  • IFM Investors opened 78 new positions and closed 16 in Q2 2024.
  • IFM Investors's portfolio value rose 7.6% quarter-over-quarter to $9.86B.

Based on IFM Investors's 13F filing for Q2 2024, filed 15 Aug 2024.