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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
CVX icon
26
Chevron
CVX
$370B
$56.9M 0.58%
363,476
-1,236
-0.3% -$197K
AMD icon
27
Advanced Micro Devices
AMD
$801B
$54.2M 0.55%
334,254
+3,547
+1% +$571K
ADBE icon
28
Adobe
ADBE
$103B
$52.2M 0.53%
93,989
+191
+0.2% +$92.5K
KO icon
29
Coca-Cola
KO
$373B
$51.9M 0.53%
815,756
+4,138
+0.5% +$256K
CRM icon
30
Salesforce
CRM
$152B
$51.5M 0.52%
200,381
+2,172
+1% +$581K
NEE icon
31
NextEra Energy
NEE
$176B
$48.3M 0.49%
682,298
+5,173
+0.8% +$367K
ORCL icon
32
Oracle
ORCL
$416B
$47.2M 0.48%
334,180
+1,652
+0.5% +$205K
QCOM icon
33
Qualcomm
QCOM
$169B
$46.8M 0.47%
235,108
+3,960
+2% +$748K
PEP icon
34
PepsiCo
PEP
$189B
$45.5M 0.46%
275,756
+1,127
+0.4% +$195K
PLD icon
35
Prologis
PLD
$130B
$45.2M 0.46%
402,314
+221,922
+123% +$24.6M
TMO icon
36
Thermo Fisher Scientific
TMO
$213B
$42.7M 0.43%
77,193
-230
-0.3% -$132K
WFC icon
37
Wells Fargo
WFC
$266B
$42.4M 0.43%
714,440
-1,375
-0.2% -$81.2K
AMAT icon
38
Applied Materials
AMAT
$421B
$40.6M 0.41%
172,082
+374
+0.2% +$80.3K
CSCO icon
39
Cisco
CSCO
$477B
$39.7M 0.4%
836,181
+6,752
+0.8% +$321K
INTU icon
40
Intuit
INTU
$88B
$39.5M 0.4%
60,047
+2,262
+4% +$1.4M
TXN icon
41
Texas Instruments
TXN
$258B
$37.9M 0.38%
194,895
+1,135
+0.6% +$210K
DHR icon
42
Danaher
DHR
$139B
$37.6M 0.38%
150,569
+1,879
+1% +$475K
ABT icon
43
Abbott
ABT
$186B
$37M 0.37%
355,671
+626
+0.2% +$66.4K
MCD icon
44
McDonald's
MCD
$196B
$36.5M 0.37%
143,196
+984
+0.7% +$261K
DIS icon
45
Walt Disney
DIS
$181B
$36.5M 0.37%
367,247
+6,073
+2% +$654K
VZ icon
46
Verizon
VZ
$195B
$35.8M 0.36%
868,785
+18,067
+2% +$728K
AMGN icon
47
Amgen
AMGN
$218B
$34.8M 0.35%
111,508
+3,428
+3% +$1.01M
GE icon
48
GE Aerospace
GE
$391B
$34.5M 0.35%
216,881
-48,810
-18% -$7.79M
UNP icon
49
Union Pacific
UNP
$176B
$34M 0.35%
150,422
+3,784
+3% +$887K
CAT icon
50
Caterpillar
CAT
$400B
$33.8M 0.34%
101,597
– –
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 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.