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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
+13.34%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.17B
AUM Growth
+$956M
Cap. Flow
+$133M
Cap. Flow %
1.45%
Top 10 Hldgs %
30.77%
Holding
627
New
56
Increased
180
Reduced
253
Closed
3

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$27.2M
2
MELI icon
Mercado Libre
MELI
+$15.2M
3
CMG icon
Chipotle Mexican Grill
CMG
+$13.8M
4
AZO icon
AutoZone
AZO
+$10.8M
5
GWW icon
W.W. Grainger
GWW
+$8.49M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$33.2M
2
SPLK
Splunk Inc
SPLK
+$4.8M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
VFC icon
VF Corp
VFC
+$1.14M

Sector Composition

Rank Sector Weight
1 Technology 30.81%
2 Healthcare 12.36%
3 Financials 12.35%
4 Consumer Discretionary 10.67%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
26
Bank of America
BAC
$442B
$54M 0.59%
1,423,598
-14,540
-1% -$499K
NFLX icon
27
Netflix
NFLX
$309B
$53.2M 0.58%
876,580
-8,760
-1% -$494K
WMT icon
28
Walmart Inc
WMT
$890B
$52.5M 0.57%
872,187
-3,066
-0.4% -$175K
KO icon
29
Coca-Cola
KO
$375B
$49.7M 0.54%
811,618
-2,130
-0.3% -$128K
PEP icon
30
PepsiCo
PEP
$190B
$48.1M 0.52%
274,629
-560
-0.2% -$94.3K
ADBE icon
31
Adobe
ADBE
$105B
$47.3M 0.52%
93,798
-1,067
-1% -$612K
TMO icon
32
Thermo Fisher Scientific
TMO
$220B
$45M 0.49%
77,423
+116
+0.2% +$65.1K
DIS icon
33
Walt Disney
DIS
$181B
$44.2M 0.48%
361,174
-5,999
-2% -$627K
NEE icon
34
NextEra Energy
NEE
$177B
$43.3M 0.47%
677,125
+45,376
+7% +$2.66M
ORCL icon
35
Oracle
ORCL
$423B
$41.8M 0.46%
332,528
-747
-0.2% -$85.5K
WFC icon
36
Wells Fargo
WFC
$264B
$41.5M 0.45%
715,815
-5,637
-0.8% -$295K
CSCO icon
37
Cisco
CSCO
$479B
$41.4M 0.45%
829,429
-4,339
-0.5% -$216K
ABT icon
38
Abbott
ABT
$187B
$40.4M 0.44%
355,045
-447
-0.1% -$51.2K
MCD icon
39
McDonald's
MCD
$195B
$40.1M 0.44%
142,212
-851
-0.6% -$247K
QCOM icon
40
Qualcomm
QCOM
$176B
$39.1M 0.43%
231,148
-2,819
-1% -$436K
INTU icon
41
Intuit
INTU
$89B
$37.6M 0.41%
57,785
-393
-0.7% -$251K
INTC icon
42
Intel
INTC
$513B
$37.5M 0.41%
848,133
+19,715
+2% +$878K
CAT icon
43
Caterpillar
CAT
$387B
$37.2M 0.41%
101,597
-936
-0.9% -$299K
GE icon
44
GE Aerospace
GE
$384B
$37.2M 0.41%
265,691
+1,015
+0.4% +$120K
DHR icon
45
Danaher
DHR
$144B
$37.1M 0.41%
148,690
-1,066
-0.7% -$260K
CMCSA icon
46
Comcast
CMCSA
$90B
$36.6M 0.4%
844,972
-10,861
-1% -$469K
UNP icon
47
Union Pacific
UNP
$174B
$36.1M 0.39%
146,638
-3,595
-2% -$885K
VZ icon
48
Verizon
VZ
$196B
$35.7M 0.39%
850,718
-3,484
-0.4% -$141K
AMAT icon
49
Applied Materials
AMAT
$428B
$35.4M 0.39%
171,708
-1,736
-1% -$318K
IBM icon
50
IBM
IBM
$224B
$34.7M 0.38%
181,602
-1,070
-0.6% -$195K
1
2
3 4 5

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UM
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FCAS
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RFC
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IFM Investors's Q1 2024 Portfolio in Review

As of Q1 2024, IFM Investors held 627 positions worth $9.17B, up 12% from $8.21B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

IFM Investors's Q1 2024 filing shows 56 new, 180 increased, 253 reduced and 3 closed positions. Its largest new stake was Booking.com: 190,900 shares worth $27.7M. The largest sale was Apple, an estimated $33.2M.

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

  • IFM Investors's largest Q1 2024 buy was Booking.com: 190,900 shares worth $27.7M.
  • IFM Investors added most to NextEra Energy in Q1 2024, an estimated $2.66M increase.
  • IFM Investors's biggest Q1 2024 reduction was Apple, cutting an estimated $33.2M.
  • IFM Investors fully exited Splunk Inc in Q1 2024, selling an estimated $4.8M.
  • IFM Investors's ten largest holdings make up 31% of its $9.17B portfolio in Q1 2024.
  • IFM Investors opened 56 new positions and closed 3 in Q1 2024.
  • IFM Investors's portfolio value rose 12% quarter-over-quarter to $9.17B.

Based on IFM Investors's 13F filing for Q1 2024, filed 22 Apr 2024.