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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
+12.59%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$8.21B
AUM Growth
+$608M
Cap. Flow
-$238M
Cap. Flow %
-2.89%
Top 10 Hldgs %
30.42%
Holding
644
New
4
Increased
100
Reduced
262
Closed
73

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.35M
2
VLTO icon
Veralto
VLTO
+$3.58M
3
VRT icon
Vertiv
VRT
+$3.02M
4
NEM icon
Newmont
NEM
+$2.72M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.95M

Top Sells

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$24.7M
2
ATVI
Activision Blizzard
ATVI
+$14.7M
3
MELI icon
Mercado Libre
MELI
+$12M
4
AZO icon
AutoZone
AZO
+$10.1M
5
CMG icon
Chipotle Mexican Grill
CMG
+$9.97M

Sector Composition

Rank Sector Weight
1 Technology 30.61%
2 Healthcare 12.61%
3 Financials 12.16%
4 Consumer Discretionary 10.46%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DT icon
451
Dynatrace
DT
$14.2B
$2.51M 0.03%
45,968
+2,328
+5% +$118K
PAYC icon
452
Paycom
PAYC
$9.69B
$2.51M 0.03%
12,159
– –
KEY icon
453
KeyCorp
KEY
$24.4B
$2.48M 0.03%
172,318
– –
BURL icon
454
Burlington
BURL
$23.2B
$2.47M 0.03%
12,689
– –
WRK
455
DELISTED
WestRock Company
WRK
$2.46M 0.03%
59,209
– –
NBIX icon
456
Neurocrine Biosciences
NBIX
$16.6B
$2.4M 0.03%
18,233
– –
TRMB icon
457
Trimble
TRMB
$13.9B
$2.4M 0.03%
45,060
– –
AIZ icon
458
Assurant
AIZ
$14.3B
$2.4M 0.03%
14,212
– –
GL icon
459
Globe Life
GL
$14.3B
$2.39M 0.03%
19,658
-1,198
-6% -$141K
KIM icon
460
Kimco Realty
KIM
$16.4B
$2.39M 0.03%
112,252
– –
INCY icon
461
Incyte
INCY
$24.4B
$2.37M 0.03%
37,787
– –
NLY icon
462
Annaly Capital Management
NLY
$17.4B
$2.36M 0.03%
121,808
+4,049
+3% +$72.2K
Z icon
463
Zillow
Z
$7.56B
$2.33M 0.03%
40,219
– –
ROL icon
464
Rollins
ROL
$18.2B
$2.31M 0.03%
52,983
– –
BAH icon
465
Booz Allen Hamilton
BAH
$9.15B
$2.3M 0.03%
17,994
-1,354
-7% -$169K
KMX icon
466
CarMax
KMX
$8.26B
$2.3M 0.03%
29,964
– –
AOS icon
467
A.O. Smith
AOS
$8.7B
$2.28M 0.03%
27,681
– –
CCK icon
468
Crown Holdings
CCK
$13.1B
$2.28M 0.03%
24,757
– –
MOS icon
469
The Mosaic Company
MOS
$7.33B
$2.27M 0.03%
63,446
-2,469
-4% -$87.2K
JKHY icon
470
Jack Henry & Associates
JKHY
$11.1B
$2.27M 0.03%
13,863
-758
-5% -$116K
ELS icon
471
Equity Lifestyle Properties
ELS
$12.6B
$2.24M 0.03%
31,806
– –
QRVO icon
472
Qorvo
QRVO
$8.74B
$2.23M 0.03%
19,787
– –
BSY icon
473
Bentley Systems
BSY
$10.6B
$2.22M 0.03%
42,613
-2,609
-6% -$134K
FWONK icon
474
Liberty Media Series C
FWONK
$25.8B
$2.19M 0.03%
34,763
– –
EMN icon
475
Eastman Chemical
EMN
$8.42B
$2.19M 0.03%
24,416
+270
+1% +$21.5K
17 18
19
20 21

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IA
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AT
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UM
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FCAS
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RFC
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NMO
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IFM Investors's Q4 2023 Portfolio in Review

As of Q4 2023, IFM Investors held 644 positions worth $8.21B, up 8% from $7.61B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

IFM Investors's Q4 2023 filing shows 4 new, 100 increased, 262 reduced and 73 closed positions. Its largest new stake was Veralto: 47,955 shares worth $3.94M. The largest sale was Booking.com, an estimated $24.7M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 29% a quarter earlier, followed by Healthcare and Financials.

  • IFM Investors's largest Q4 2023 buy was Veralto: 47,955 shares worth $3.94M.
  • IFM Investors added most to Broadcom in Q4 2023, an estimated $5.35M increase.
  • IFM Investors's biggest Q4 2023 reduction was Apple, cutting an estimated $6.65M.
  • IFM Investors fully exited Booking.com in Q4 2023, selling an estimated $24.7M.
  • IFM Investors's ten largest holdings make up 30% of its $8.21B portfolio in Q4 2023.
  • IFM Investors opened 4 new positions and closed 73 in Q4 2023.
  • IFM Investors's portfolio value rose 8% quarter-over-quarter to $8.21B.

Based on IFM Investors's 13F filing for Q4 2023, filed 12 Jan 2024.