We are live on ! Find out more
II

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
ORCL icon
26
Oracle
ORCL
$423B
$57.1M 0.55%
334,930
+750
+0.2% +$109K
BAC icon
27
Bank of America
BAC
$442B
$56.6M 0.54%
1,425,405
-8,524
-0.6% -$342K
CRM icon
28
Salesforce
CRM
$158B
$54.8M 0.53%
200,154
-227
-0.1% -$58.1K
AMD icon
29
Advanced Micro Devices
AMD
$789B
$54.6M 0.52%
333,060
-1,194
-0.4% -$181K
NEE icon
30
NextEra Energy
NEE
$177B
$53.4M 0.51%
631,456
-50,842
-7% -$3.97M
CVX icon
31
Chevron
CVX
$366B
$52.5M 0.5%
356,710
-6,766
-2% -$1.01M
PLD icon
32
Prologis
PLD
$133B
$50.9M 0.49%
402,688
+374
+0.1% +$46.4K
ADBE icon
33
Adobe
ADBE
$105B
$48.4M 0.46%
93,563
-426
-0.5% -$234K
TMO icon
34
Thermo Fisher Scientific
TMO
$220B
$47.3M 0.45%
76,447
-746
-1% -$442K
PEP icon
35
PepsiCo
PEP
$190B
$47.2M 0.45%
277,359
+1,603
+0.6% +$275K
UNP icon
36
Union Pacific
UNP
$174B
$44.7M 0.43%
181,463
+31,041
+21% +$7.53M
CSCO icon
37
Cisco
CSCO
$479B
$44.3M 0.42%
832,201
-3,980
-0.5% -$194K
MCD icon
38
McDonald's
MCD
$195B
$44M 0.42%
144,529
+1,333
+0.9% +$367K
IBM icon
39
IBM
IBM
$224B
$41.2M 0.4%
186,464
-143
-0.1% -$28K
DHR icon
40
Danaher
DHR
$144B
$40.9M 0.39%
147,142
-3,427
-2% -$907K
GE icon
41
GE Aerospace
GE
$384B
$40.7M 0.39%
216,008
-873
-0.4% -$148K
VZ icon
42
Verizon
VZ
$196B
$40.6M 0.39%
903,480
+34,695
+4% +$1.45M
ABT icon
43
Abbott
ABT
$187B
$40.5M 0.39%
355,617
-54
-0% -$5.92K
TXN icon
44
Texas Instruments
TXN
$261B
$40.2M 0.39%
194,775
-120
-0.1% -$24.1K
QCOM icon
45
Qualcomm
QCOM
$176B
$39.8M 0.38%
234,140
-968
-0.4% -$171K
WFC icon
46
Wells Fargo
WFC
$264B
$39.8M 0.38%
704,449
-9,991
-1% -$565K
CAT icon
47
Caterpillar
CAT
$387B
$39.2M 0.38%
100,278
-1,319
-1% -$456K
NOW icon
48
ServiceNow
NOW
$129B
$37.9M 0.36%
211,615
+3,220
+2% +$529K
EQIX icon
49
Equinix
EQIX
$103B
$37.7M 0.36%
42,427
-33
-0.1% -$27K
INTU icon
50
Intuit
INTU
$89B
$37.4M 0.36%
60,155
+108
+0.2% +$68.9K
1
2
3 4 5

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.