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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
-2.57%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.61B
AUM Growth
-$31M
Cap. Flow
+$246M
Cap. Flow %
3.24%
Top 10 Hldgs %
29.29%
Holding
645
New
7
Increased
510
Reduced
81
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$16.5M
2
MSFT icon
Microsoft
MSFT
+$16M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.7M
4
AMZN icon
Amazon
AMZN
+$8.35M
5
NVDA icon
NVIDIA
NVDA
+$7.67M

Top Sells

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$8.95M
2
CSX icon
CSX Corp
CSX
+$4.41M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.48M
4
NSC icon
Norfolk Southern
NSC
+$3.17M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.99M

Sector Composition

Rank Sector Weight
1 Technology 29.14%
2 Healthcare 13.21%
3 Financials 11.81%
4 Consumer Discretionary 11.05%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RBLX icon
451
Roblox
RBLX
$27B
$2.61M 0.03%
90,196
+4,521
+5% +$150K
EXAS
452
DELISTED
Exact Sciences
EXAS
$2.58M 0.03%
37,882
+339
+0.9% +$28.8K
CE icon
453
Celanese
CE
$4.82B
$2.57M 0.03%
20,472
+800
+4% +$98.4K
MAS icon
454
Masco
MAS
$15.3B
$2.56M 0.03%
47,841
-3,404
-7% -$196K
SMCI icon
455
Super Micro Computer
SMCI
$20.1B
$2.55M 0.03%
+93,140
New +$2.6M
OKTA icon
456
Okta
OKTA
$25.8B
$2.54M 0.03%
31,118
+3,537
+13% +$268K
WSO icon
457
Watsco Inc
WSO
$13.6B
$2.5M 0.03%
6,621
– –
IPG
458
DELISTED
Interpublic Group of Companies
IPG
$2.49M 0.03%
86,987
+15,010
+21% +$501K
SSNC icon
459
SS&C Technologies
SSNC
$18.6B
$2.47M 0.03%
47,056
+8,938
+23% +$511K
HST icon
460
Host Hotels & Resorts
HST
$16B
$2.47M 0.03%
153,724
+4,267
+3% +$71.1K
DKNG icon
461
DraftKings
DKNG
$11.9B
$2.47M 0.03%
+83,769
New +$2.47M
MANH icon
462
Manhattan Associates
MANH
$11.4B
$2.46M 0.03%
+12,457
New +$2.43M
DECK icon
463
Deckers Outdoor
DECK
$13.3B
$2.46M 0.03%
28,698
-114
-0.4% -$10.2K
TWLO icon
464
Twilio
TWLO
$36.6B
$2.45M 0.03%
41,823
+1,668
+4% +$104K
TRMB icon
465
Trimble
TRMB
$13.9B
$2.43M 0.03%
45,060
+2,398
+6% +$127K
RPM icon
466
RPM International
RPM
$15B
$2.41M 0.03%
25,406
+2,391
+10% +$233K
WPC icon
467
W.P. Carey
WPC
$16.4B
$2.41M 0.03%
45,422
+965
+2% +$61.8K
LII icon
468
Lennox International
LII
$15.2B
$2.4M 0.03%
6,420
+112
+2% +$40.4K
L icon
469
Loews
L
$23.6B
$2.4M 0.03%
37,930
+1,499
+4% +$93.4K
APA icon
470
APA Corp
APA
$13.2B
$2.36M 0.03%
57,529
-4,628
-7% -$190K
MOS icon
471
The Mosaic Company
MOS
$7.33B
$2.35M 0.03%
65,915
+765
+1% +$29.4K
LBRDK icon
472
Liberty Broadband Class C
LBRDK
$5.15B
$2.34M 0.03%
25,677
+374
+1% +$33.4K
UDR icon
473
UDR
UDR
$12.3B
$2.33M 0.03%
65,419
+1,738
+3% +$69.3K
PODD icon
474
Insulet
PODD
$9.79B
$2.3M 0.03%
14,434
-43
-0.3% -$9.63K
LSCC icon
475
Lattice Semiconductor
LSCC
$18.5B
$2.3M 0.03%
26,744
– –
17 18
19
20 21

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AT
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UM
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FCAS
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RFC
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IFM Investors's Q3 2023 Portfolio in Review

As of Q3 2023, IFM Investors held 645 positions worth $7.61B, down 0.41% from $7.64B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

IFM Investors deployed $246M of net new capital in Q3 2023, opening 7 new positions and adding to 510 existing holdings. Its largest new stake was Kenvue: 308,759 shares worth $6.2M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Union Pacific, an estimated $8.95M trimmed.

  • IFM Investors's largest Q3 2023 buy was Kenvue: 308,759 shares worth $6.2M.
  • IFM Investors added most to Apple in Q3 2023, an estimated $16.5M increase.
  • IFM Investors's biggest Q3 2023 reduction was Union Pacific, cutting an estimated $8.95M.
  • IFM Investors fully exited Black Knight, Inc. Common Stock in Q3 2023, selling an estimated $1.59M.
  • IFM Investors's ten largest holdings make up 29% of its $7.61B portfolio in Q3 2023.
  • IFM Investors opened 7 new positions and closed 5 in Q3 2023.
  • IFM Investors's portfolio value fell 0.41% quarter-over-quarter to $7.61B.

Based on IFM Investors's 13F filing for Q3 2023, filed 26 Oct 2023.