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
+7.19%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$10.4B
AUM Growth
+$560M
Cap. Flow
-$18.3M
Cap. Flow %
-0.18%
Top 10 Hldgs %
32.38%
Holding
696
New
10
Increased
270
Reduced
348
Closed
15

Top Buys

Rank Stock Value
1
FERG icon
Ferguson
FERG
+$8.98M
2
UNP icon
Union Pacific
UNP
+$7.53M
3
CSX icon
CSX Corp
CSX
+$3.17M
4
NSC icon
Norfolk Southern
NSC
+$2.61M
5
PPG icon
PPG Industries
PPG
+$2.49M

Top Sells

Rank Stock Value
1
SMCI icon
Super Micro Computer
SMCI
+$8.62M
2
NVDA icon
NVIDIA
NVDA
+$7.43M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.13M
4
NEE icon
NextEra Energy
NEE
+$3.97M
5
SO icon
Southern Company
SO
+$2.96M

Sector Composition

Rank Sector Weight
1 Technology 31.29%
2 Financials 11.71%
3 Healthcare 11.43%
4 Consumer Discretionary 10.17%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DG icon
426
Dollar General
DG
$27.9B
$3.7M 0.04%
43,731
+1,255
+3% +$138K
LPLA icon
427
LPL Financial
LPLA
$28.6B
$3.69M 0.04%
15,876
+303
+2% +$68.3K
OC icon
428
Owens Corning
OC
$12.4B
$3.67M 0.04%
20,798
-4,713
-18% -$794K
LKQ icon
429
LKQ Corp
LKQ
$6.29B
$3.65M 0.04%
91,386
+3,259
+4% +$134K
BA icon
430
Boeing
BA
$185B
$3.63M 0.03%
23,856
+86
+0.4% +$14.7K
SSNC icon
431
SS&C Technologies
SSNC
$18.6B
$3.63M 0.03%
48,851
+1,605
+3% +$114K
WSO icon
432
Watsco Inc
WSO
$13.6B
$3.62M 0.03%
7,356
+123
+2% +$59.1K
WTRG icon
433
Essential Utilities
WTRG
$11.4B
$3.6M 0.03%
93,296
-7,348
-7% -$289K
FDS icon
434
Factset
FDS
$10.2B
$3.56M 0.03%
7,733
+104
+1% +$44.2K
EQT icon
435
EQT Corp
EQT
$32.3B
$3.55M 0.03%
96,862
+18,750
+24% +$638K
VRSN icon
436
VeriSign
VRSN
$26.6B
$3.5M 0.03%
18,427
– –
SWK icon
437
Stanley Black & Decker
SWK
$15.7B
$3.48M 0.03%
31,613
+430
+1% +$41.3K
DGX icon
438
Quest Diagnostics
DGX
$26.3B
$3.47M 0.03%
22,360
-1,531
-6% -$229K
SWKS icon
439
Skyworks Solutions
SWKS
$10.6B
$3.43M 0.03%
34,751
-600
-2% -$63.6K
GEN icon
440
Gen Digital
GEN
$17.5B
$3.43M 0.03%
125,042
-2,515
-2% -$64.6K
CCL icon
441
Carnival Corporation Ltd
CCL
$39.7B
$3.4M 0.03%
183,954
-14,812
-7% -$251K
ZS icon
442
Zscaler
ZS
$27.3B
$3.36M 0.03%
19,661
-362
-2% -$66.1K
BURL icon
443
Burlington
BURL
$23.2B
$3.36M 0.03%
12,755
-283
-2% -$73.2K
GGG icon
444
Graco
GGG
$13.5B
$3.36M 0.03%
38,387
-2,615
-6% -$214K
LYV icon
445
Live Nation Entertainment
LYV
$42.1B
$3.34M 0.03%
30,486
-1,534
-5% -$148K
CAG icon
446
Conagra Brands
CAG
$7.23B
$3.33M 0.03%
102,314
+3,675
+4% +$113K
RVTY icon
447
Revvity
RVTY
$12.8B
$3.32M 0.03%
25,959
+975
+4% +$115K
PODD icon
448
Insulet
PODD
$9.79B
$3.3M 0.03%
14,180
-342
-2% -$70.2K
DKNG icon
449
DraftKings
DKNG
$11.9B
$3.28M 0.03%
83,750
-1,784
-2% -$64.4K
ENPH icon
450
Enphase Energy
ENPH
$5.53B
$3.28M 0.03%
29,021
-76
-0.3% -$8.49K
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 Q3 2024 Portfolio in Review

As of Q3 2024, IFM Investors held 696 positions worth $10.4B, up 5.7% from $9.86B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Trading was light in Q3 2024: portfolio turnover was 3.6%. IFM Investors opened 10 new positions and exited 15, leaving the 696-position portfolio largely intact.

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

  • IFM Investors's largest Q3 2024 buy was Ferguson: 44,312 shares worth $8.8M.
  • IFM Investors added most to Union Pacific in Q3 2024, an estimated $7.53M increase.
  • IFM Investors's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $7.43M.
  • IFM Investors fully exited Super Micro Computer in Q3 2024, selling an estimated $8.62M.
  • IFM Investors's ten largest holdings make up 32% of its $10.4B portfolio in Q3 2024.
  • IFM Investors opened 10 new positions and closed 15 in Q3 2024.
  • IFM Investors's portfolio value rose 5.7% quarter-over-quarter to $10.4B.

Based on IFM Investors's 13F filing for Q3 2024, filed 23 Oct 2024.