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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
PEP icon
26
PepsiCo
PEP
$190B
$46.5M 0.61%
274,319
+8,574
+3% +$1.56M
KO icon
27
Coca-Cola
KO
$375B
$45.2M 0.59%
808,039
+22,353
+3% +$1.34M
CSCO icon
28
Cisco
CSCO
$479B
$45.1M 0.59%
838,566
+25,948
+3% +$1.4M
CRM icon
29
Salesforce
CRM
$158B
$41.5M 0.55%
204,626
+5,243
+3% +$1.13M
BAC icon
30
Bank of America
BAC
$442B
$39.8M 0.52%
1,453,255
+41,840
+3% +$1.24M
TMO icon
31
Thermo Fisher Scientific
TMO
$220B
$39.5M 0.52%
77,994
+2,677
+4% +$1.43M
PFE icon
32
Pfizer
PFE
$153B
$38.4M 0.51%
1,158,162
+35,484
+3% +$1.25M
CMCSA icon
33
Comcast
CMCSA
$90B
$38.3M 0.5%
864,118
+24,116
+3% +$1.08M
MCD icon
34
McDonald's
MCD
$195B
$37.8M 0.5%
143,511
+4,761
+3% +$1.36M
NEE icon
35
NextEra Energy
NEE
$177B
$36.1M 0.48%
630,917
-20,076
-3% -$1.39M
DHR icon
36
Danaher
DHR
$144B
$35.8M 0.47%
162,819
+5,784
+4% +$1.29M
ORCL icon
37
Oracle
ORCL
$423B
$34.4M 0.45%
325,124
+11,785
+4% +$1.36M
ABT icon
38
Abbott
ABT
$187B
$34M 0.45%
351,343
+11,196
+3% +$1.18M
AMD icon
39
Advanced Micro Devices
AMD
$789B
$34M 0.45%
330,227
+8,853
+3% +$961K
NFLX icon
40
Netflix
NFLX
$309B
$33.8M 0.44%
896,070
+28,770
+3% +$1.22M
UNP icon
41
Union Pacific
UNP
$174B
$30.9M 0.41%
151,905
-41,090
-21% -$8.95M
TXN icon
42
Texas Instruments
TXN
$261B
$30.4M 0.4%
191,002
+5,934
+3% +$1.01M
WFC icon
43
Wells Fargo
WFC
$264B
$30.1M 0.4%
737,067
+22,264
+3% +$961K
INTU icon
44
Intuit
INTU
$89B
$30.1M 0.4%
58,862
+2,675
+5% +$1.35M
DIS icon
45
Walt Disney
DIS
$181B
$30M 0.39%
369,711
+13,132
+4% +$1.12M
INTC icon
46
Intel
INTC
$513B
$29.7M 0.39%
835,072
+24,444
+3% +$851K
COP icon
47
ConocoPhillips
COP
$141B
$29.6M 0.39%
246,894
+4,860
+2% +$564K
AMGN icon
48
Amgen
AMGN
$222B
$29.2M 0.38%
108,707
+4,891
+5% +$1.22M
CAT icon
49
Caterpillar
CAT
$387B
$28.5M 0.37%
104,287
+3,140
+3% +$852K
VZ icon
50
Verizon
VZ
$196B
$27.3M 0.36%
843,393
+26,945
+3% +$910K
1
2
3 4 5

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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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Verition Fund Management
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NMO
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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.