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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
+4.6%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.84B
AUM Growth
-$584M
Cap. Flow
-$821M
Cap. Flow %
-8.34%
Top 10 Hldgs %
35.03%
Holding
685
New
4
Increased
61
Reduced
562
Closed
11

Top Buys

Rank Stock Value
1
CVNA icon
Carvana
CVNA
+$4.7M
2
SMCI icon
Super Micro Computer
SMCI
+$3.46M
3
NTNX icon
Nutanix
NTNX
+$3.04M
4
NLY icon
Annaly Capital Management
NLY
+$999K
5
HAL icon
Halliburton
HAL
+$962K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$59.3M
2
MSFT icon
Microsoft
MSFT
+$51.1M
3
AAPL icon
Apple
AAPL
+$32M
4
AMZN icon
Amazon
AMZN
+$30.9M
5
META icon
Meta Platforms (Facebook)
META
+$22M

Sector Composition

Rank Sector Weight
1 Technology 32.43%
2 Financials 12.29%
3 Consumer Discretionary 11.19%
4 Healthcare 9.93%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
26
Oracle
ORCL
$423B
$51.3M 0.52%
307,865
-27,065
-8% -$4.81M
MRK icon
27
Merck
MRK
$318B
$48.6M 0.49%
488,849
-42,909
-8% -$4.42M
KO icon
28
Coca-Cola
KO
$375B
$47.3M 0.48%
759,004
-60,294
-7% -$3.94M
CVX icon
29
Chevron
CVX
$366B
$45.4M 0.46%
313,136
-43,574
-12% -$6.67M
CSCO icon
30
Cisco
CSCO
$479B
$45.2M 0.46%
763,280
-68,921
-8% -$3.94M
WFC icon
31
Wells Fargo
WFC
$264B
$44.7M 0.45%
636,333
-68,116
-10% -$4.65M
NEE icon
32
NextEra Energy
NEE
$177B
$42.6M 0.43%
593,852
-37,604
-6% -$2.92M
NOW icon
33
ServiceNow
NOW
$129B
$42.5M 0.43%
200,350
-11,265
-5% -$2.28M
PLD icon
34
Prologis
PLD
$133B
$40.8M 0.41%
385,784
-16,904
-4% -$1.94M
UNP icon
35
Union Pacific
UNP
$174B
$39.4M 0.4%
172,763
-8,700
-5% -$2.06M
EQIX icon
36
Equinix
EQIX
$103B
$38.7M 0.39%
41,047
-1,380
-3% -$1.27M
PEP icon
37
PepsiCo
PEP
$190B
$38.6M 0.39%
253,601
-23,758
-9% -$3.89M
MCD icon
38
McDonald's
MCD
$195B
$38.4M 0.39%
132,457
-12,072
-8% -$3.6M
ADBE icon
39
Adobe
ADBE
$105B
$38.3M 0.39%
86,211
-7,352
-8% -$3.64M
IBM icon
40
IBM
IBM
$224B
$37.5M 0.38%
170,725
-15,739
-8% -$3.51M
DIS icon
41
Walt Disney
DIS
$181B
$37.3M 0.38%
335,330
-31,727
-9% -$3.33M
ABT icon
42
Abbott
ABT
$187B
$36.8M 0.37%
325,758
-29,859
-8% -$3.45M
AMD icon
43
Advanced Micro Devices
AMD
$789B
$36.8M 0.37%
304,900
-28,160
-8% -$4.05M
TMO icon
44
Thermo Fisher Scientific
TMO
$220B
$36.3M 0.37%
69,834
-6,613
-9% -$3.64M
ISRG icon
45
Intuitive Surgical
ISRG
$134B
$36M 0.37%
68,927
-6,061
-8% -$3.16M
INTU icon
46
Intuit
INTU
$89B
$34.9M 0.36%
55,570
-4,585
-8% -$2.93M
GS icon
47
Goldman Sachs
GS
$303B
$34M 0.35%
59,310
-5,864
-9% -$3.27M
BKNG icon
48
Booking.com
BKNG
$161B
$33.9M 0.34%
170,600
-16,575
-9% -$3.19M
TXN icon
49
Texas Instruments
TXN
$261B
$33.6M 0.34%
179,046
-15,729
-8% -$3.14M
VZ icon
50
Verizon
VZ
$196B
$33.2M 0.34%
831,250
-72,230
-8% -$3.05M
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
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NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

IFM Investors's Q4 2024 Portfolio in Review

As of Q4 2024, IFM Investors held 685 positions worth $9.84B, down 5.6% from $10.4B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors withdrew a net $821M in Q4 2024, closing 11 positions and reducing 562 holdings. Its most notable exit was Marathon Oil Corporation, an estimated $2.86M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, IFM Investors opened a new position in Carvana worth $4.26M.

  • IFM Investors's largest Q4 2024 buy was Carvana: 104,630 shares worth $4.26M.
  • IFM Investors added most to Annaly Capital Management in Q4 2024, an estimated $999K increase.
  • IFM Investors's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $59.3M.
  • IFM Investors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $2.86M.
  • IFM Investors's ten largest holdings make up 35% of its $9.84B portfolio in Q4 2024.
  • IFM Investors opened 4 new positions and closed 11 in Q4 2024.
  • IFM Investors's portfolio value fell 5.6% quarter-over-quarter to $9.84B.

Based on IFM Investors's 13F filing for Q4 2024, filed 29 Apr 2025.