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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
+4.6%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.84B
AUM Growth
-$584M
Cap. Flow
-$821M
Cap. Flow %
-8.34%
Top 10 Hldgs %
35.03%
Holding
685
New
4
Increased
61
Reduced
562
Closed
11

Top Buys

Rank Stock Value
1
CVNA icon
Carvana
CVNA
+$4.7M
2
SMCI icon
Super Micro Computer
SMCI
+$3.46M
3
NTNX icon
Nutanix
NTNX
+$3.04M
4
NLY icon
Annaly Capital Management
NLY
+$999K
5
HAL icon
Halliburton
HAL
+$962K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$59.3M
2
MSFT icon
Microsoft
MSFT
+$51.1M
3
AAPL icon
Apple
AAPL
+$32M
4
AMZN icon
Amazon
AMZN
+$30.9M
5
META icon
Meta Platforms (Facebook)
META
+$22M

Sector Composition

Rank Sector Weight
1 Technology 32.43%
2 Financials 12.29%
3 Consumer Discretionary 11.19%
4 Healthcare 9.93%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAS icon
426
Masco
MAS
$15.3B
$3.29M 0.03%
45,344
-3,082
-6% -$247K
WSO icon
427
Watsco Inc
WSO
$13.6B
$3.29M 0.03%
6,943
-413
-6% -$209K
IP icon
428
International Paper
IP
$22B
$3.29M 0.03%
61,132
+401
+0.7% +$21.5K
SSNC icon
429
SS&C Technologies
SSNC
$18.6B
$3.29M 0.03%
43,394
-5,457
-11% -$408K
VTRS icon
430
Viatris
VTRS
$18.9B
$3.27M 0.03%
262,484
-15,674
-6% -$193K
WTRG icon
431
Essential Utilities
WTRG
$11.4B
$3.26M 0.03%
89,834
-3,462
-4% -$134K
BLDR icon
432
Builders FirstSource
BLDR
$8.04B
$3.26M 0.03%
22,822
-2,743
-11% -$485K
ACM icon
433
Aecom
ACM
$9.75B
$3.24M 0.03%
30,335
+2,691
+10% +$294K
FNF icon
434
Fidelity National Financial
FNF
$13.5B
$3.24M 0.03%
57,644
-6,066
-10% -$365K
FWONK icon
435
Liberty Media Series C
FWONK
$25.8B
$3.23M 0.03%
34,895
-2,387
-6% -$203K
LKQ icon
436
LKQ Corp
LKQ
$6.29B
$3.23M 0.03%
87,882
-3,504
-4% -$134K
GEN icon
437
Gen Digital
GEN
$17.5B
$3.22M 0.03%
117,685
-7,357
-6% -$212K
LHX icon
438
L3Harris
LHX
$53.4B
$3.22M 0.03%
15,317
-4,616
-23% -$1.11M
GPC icon
439
Genuine Parts
GPC
$18.7B
$3.22M 0.03%
27,583
-2,319
-8% -$289K
MANH icon
440
Manhattan Associates
MANH
$11.4B
$3.22M 0.03%
11,898
-1,303
-10% -$371K
PINS icon
441
Pinterest
PINS
$13.4B
$3.2M 0.03%
110,251
-9,486
-8% -$298K
DGX icon
442
Quest Diagnostics
DGX
$26.3B
$3.15M 0.03%
20,855
-1,505
-7% -$234K
WRB icon
443
W.R. Berkley
WRB
$26.6B
$3.13M 0.03%
53,478
-3,827
-7% -$229K
DOCU
444
DocuSign
DOCU
$11.5B
$3.1M 0.03%
34,489
-3,060
-8% -$244K
SNA icon
445
Snap-on
SNA
$21.5B
$3.1M 0.03%
9,121
+144
+2% +$48.6K
EL icon
446
Estee Lauder
EL
$32B
$3.08M 0.03%
41,079
-3,026
-7% -$239K
MDB icon
447
MongoDB
MDB
$32.1B
$3.08M 0.03%
13,227
-1,098
-8% -$310K
DG icon
448
Dollar General
DG
$27.9B
$3.04M 0.03%
40,156
-3,575
-8% -$282K
FTV icon
449
Fortive
FTV
$18.6B
$3.04M 0.03%
53,798
-9,951
-16% -$571K
BALL icon
450
Ball Corp
BALL
$16.8B
$3.03M 0.03%
54,959
-6,987
-11% -$428K
16 17
18
19 20

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AT
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UM
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FCAS
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RFC
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GF
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IFM Investors's Q4 2024 Portfolio in Review

As of Q4 2024, IFM Investors held 685 positions worth $9.84B, down 5.6% from $10.4B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors withdrew a net $821M in Q4 2024, closing 11 positions and reducing 562 holdings. Its most notable exit was Marathon Oil Corporation, an estimated $2.86M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, IFM Investors opened a new position in Carvana worth $4.26M.

  • IFM Investors's largest Q4 2024 buy was Carvana: 104,630 shares worth $4.26M.
  • IFM Investors added most to Annaly Capital Management in Q4 2024, an estimated $999K increase.
  • IFM Investors's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $59.3M.
  • IFM Investors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $2.86M.
  • IFM Investors's ten largest holdings make up 35% of its $9.84B portfolio in Q4 2024.
  • IFM Investors opened 4 new positions and closed 11 in Q4 2024.
  • IFM Investors's portfolio value fell 5.6% quarter-over-quarter to $9.84B.

Based on IFM Investors's 13F filing for Q4 2024, filed 29 Apr 2025.