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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
APP icon
451
Applovin
APP
$116B
$3.03M 0.03%
36,440
+4,799
+15% +$372K
ZM icon
452
Zoom
ZM
$30.6B
$3M 0.03%
50,758
+252
+0.5% +$15.5K
LYV icon
453
Live Nation Entertainment
LYV
$42.1B
$3M 0.03%
32,020
-554
-2% -$52.4K
TSN icon
454
Tyson Foods
TSN
$20.4B
$2.99M 0.03%
52,323
-4,188
-7% -$245K
UTHR icon
455
United Therapeutics
UTHR
$23.1B
$2.98M 0.03%
9,341
-401
-4% -$106K
SSNC icon
456
SS&C Technologies
SSNC
$18.6B
$2.96M 0.03%
47,246
– –
VTRS icon
457
Viatris
VTRS
$18.9B
$2.96M 0.03%
278,158
– –
PODD icon
458
Insulet
PODD
$9.79B
$2.93M 0.03%
14,522
+88
+0.6% +$15.9K
ENPH icon
459
Enphase Energy
ENPH
$5.53B
$2.9M 0.03%
29,097
+1,394
+5% +$162K
LW icon
460
Lamb Weston
LW
$7.19B
$2.89M 0.03%
34,378
+4,694
+16% +$400K
EQT icon
461
EQT Corp
EQT
$32.3B
$2.89M 0.03%
78,112
+12,792
+20% +$501K
CE icon
462
Celanese
CE
$4.82B
$2.87M 0.03%
21,297
+1,550
+8% +$237K
CF icon
463
CF Industries
CF
$17.3B
$2.84M 0.03%
38,269
-1,864
-5% -$145K
JBL icon
464
Jabil
JBL
$35.8B
$2.83M 0.03%
26,032
-703
-3% -$85.2K
CAG icon
465
Conagra Brands
CAG
$7.23B
$2.8M 0.03%
98,639
+4,974
+5% +$150K
FWONK icon
466
Liberty Media Series C
FWONK
$25.8B
$2.76M 0.03%
38,482
– –
RPM icon
467
RPM International
RPM
$15B
$2.74M 0.03%
25,475
+1,071
+4% +$119K
AVTR icon
468
Avantor
AVTR
$9.19B
$2.74M 0.03%
129,383
– –
AES icon
469
AES
AES
$10.5B
$2.73M 0.03%
155,546
+11,842
+8% +$225K
BAH icon
470
Booz Allen Hamilton
BAH
$9.15B
$2.72M 0.03%
17,661
-333
-2% -$49.9K
ROL icon
471
Rollins
ROL
$18.2B
$2.71M 0.03%
55,474
– –
L icon
472
Loews
L
$23.6B
$2.7M 0.03%
36,149
– –
WRK
473
DELISTED
WestRock Company
WRK
$2.69M 0.03%
53,584
-2,571
-5% -$130K
JNPR
474
DELISTED
Juniper Networks
JNPR
$2.69M 0.03%
73,686
– –
NBIX icon
475
Neurocrine Biosciences
NBIX
$16.6B
$2.68M 0.03%
19,459
+782
+4% +$107K
17 18
19
20 21

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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
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GF
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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.