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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
+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
ENTG icon
451
Entegris
ENTG
$23.2B
$3.28M 0.03%
29,121
-1,451
-5% -$172K
AVTR icon
452
Avantor
AVTR
$9.19B
$3.27M 0.03%
126,305
-3,078
-2% -$75.6K
WRB icon
453
W.R. Berkley
WRB
$26.6B
$3.25M 0.03%
57,305
-7,951
-12% -$446K
VTRS icon
454
Viatris
VTRS
$18.9B
$3.23M 0.03%
278,158
– –
JNPR
455
DELISTED
Juniper Networks
JNPR
$3.22M 0.03%
82,559
+8,873
+12% +$339K
TECH icon
456
Bio-Techne
TECH
$11.3B
$3.15M 0.03%
39,432
+9,815
+33% +$738K
P
457
Everpure Inc
P
$29.9B
$3.12M 0.03%
62,116
-439
-0.7% -$24.8K
UTHR icon
458
United Therapeutics
UTHR
$23.1B
$3.11M 0.03%
8,682
-659
-7% -$223K
DPZ icon
459
Domino's
DPZ
$11.6B
$3.08M 0.03%
7,150
+217
+3% +$94.3K
POOL icon
460
Pool Corp
POOL
$7.5B
$3.01M 0.03%
7,978
-292
-4% -$101K
TW icon
461
Tradeweb Markets
TW
$21.6B
$2.98M 0.03%
24,126
+810
+3% +$91.8K
IP icon
462
International Paper
IP
$22B
$2.97M 0.03%
60,731
-16,849
-22% -$785K
J icon
463
Jacobs Solutions
J
$17B
$2.96M 0.03%
22,829
+5,452
+31% +$657K
AKAM icon
464
Akamai
AKAM
$15.9B
$2.92M 0.03%
28,889
-673
-2% -$65.6K
LVS icon
465
Las Vegas Sands
LVS
$29.6B
$2.9M 0.03%
57,588
-13,113
-19% -$537K
FWONK icon
466
Liberty Media Series C
FWONK
$25.8B
$2.89M 0.03%
37,282
-1,200
-3% -$92.4K
ERIE icon
467
Erie Indemnity
ERIE
$13.2B
$2.87M 0.03%
5,317
– –
MRO
468
DELISTED
Marathon Oil Corporation
MRO
$2.86M 0.03%
107,583
-19,521
-15% -$540K
L icon
469
Loews
L
$23.6B
$2.86M 0.03%
36,149
– –
ACM icon
470
Aecom
ACM
$9.75B
$2.85M 0.03%
27,644
+8,705
+46% +$818K
DT icon
471
Dynatrace
DT
$14.2B
$2.84M 0.03%
53,133
– –
CE icon
472
Celanese
CE
$4.82B
$2.83M 0.03%
20,823
-474
-2% -$62.3K
DLTR icon
473
Dollar Tree
DLTR
$25.2B
$2.81M 0.03%
39,908
-632
-2% -$57.6K
BAH icon
474
Booz Allen Hamilton
BAH
$9.15B
$2.8M 0.03%
17,207
-454
-3% -$69.5K
CUBE icon
475
CubeSmart
CUBE
$9.41B
$2.8M 0.03%
52,004
-16
-0% -$794
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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GF
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NMO
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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.