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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
AMD icon
26
Advanced Micro Devices
AMD
$789B
$48.4M 0.59%
328,663
-1,564
-0.5% -$184K
BAC icon
27
Bank of America
BAC
$442B
$48.4M 0.59%
1,438,138
-15,117
-1% -$440K
KO icon
28
Coca-Cola
KO
$375B
$48M 0.58%
813,748
+5,709
+0.7% +$324K
PEP icon
29
PepsiCo
PEP
$190B
$46.7M 0.57%
275,189
+870
+0.3% +$144K
WMT icon
30
Walmart Inc
WMT
$890B
$46M 0.56%
875,253
+1,416
+0.2% +$74.9K
NFLX icon
31
Netflix
NFLX
$309B
$43.1M 0.52%
885,340
-10,730
-1% -$468K
MCD icon
32
McDonald's
MCD
$195B
$42.4M 0.52%
143,063
-448
-0.3% -$122K
CSCO icon
33
Cisco
CSCO
$479B
$42.1M 0.51%
833,768
-4,798
-0.6% -$245K
INTC icon
34
Intel
INTC
$513B
$41.6M 0.51%
828,418
-6,654
-0.8% -$270K
TMO icon
35
Thermo Fisher Scientific
TMO
$220B
$41M 0.5%
77,307
-687
-0.9% -$333K
ABT icon
36
Abbott
ABT
$187B
$39.1M 0.48%
355,492
+4,149
+1% +$415K
NEE icon
37
NextEra Energy
NEE
$177B
$38.4M 0.47%
631,749
+832
+0.1% +$47.4K
CMCSA icon
38
Comcast
CMCSA
$90B
$37.5M 0.46%
855,833
-8,285
-1% -$355K
UNP icon
39
Union Pacific
UNP
$174B
$36.9M 0.45%
150,233
-1,672
-1% -$368K
INTU icon
40
Intuit
INTU
$89B
$36.4M 0.44%
58,178
-684
-1% -$377K
WFC icon
41
Wells Fargo
WFC
$264B
$35.5M 0.43%
721,452
-15,615
-2% -$674K
ORCL icon
42
Oracle
ORCL
$423B
$35.1M 0.43%
333,275
+8,151
+3% +$890K
DHR icon
43
Danaher
DHR
$144B
$34.6M 0.42%
149,756
-13,063
-8% -$2.78M
QCOM icon
44
Qualcomm
QCOM
$176B
$33.8M 0.41%
233,967
-2,041
-0.9% -$253K
PFE icon
45
Pfizer
PFE
$153B
$33.3M 0.41%
1,156,416
-1,746
-0.2% -$52.8K
TXN icon
46
Texas Instruments
TXN
$261B
$33.2M 0.4%
194,882
+3,880
+2% +$601K
DIS icon
47
Walt Disney
DIS
$181B
$33.2M 0.4%
367,173
-2,538
-0.7% -$224K
VZ icon
48
Verizon
VZ
$196B
$32.2M 0.39%
854,202
+10,809
+1% +$382K
AMT icon
49
American Tower
AMT
$80.4B
$31.7M 0.39%
146,928
-1,314
-0.9% -$248K
AMGN icon
50
Amgen
AMGN
$222B
$31.1M 0.38%
108,152
-555
-0.5% -$151K
1
2
3 4 5

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IA
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UM
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FCAS
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RFC
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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.