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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
TAP icon
476
Molson Coors Class B
TAP
$7.9B
$2.17M 0.03%
35,522
– –
JNPR
477
DELISTED
Juniper Networks
JNPR
$2.16M 0.03%
73,289
– –
TECH icon
478
Bio-Techne
TECH
$11.2B
$2.16M 0.03%
27,966
– –
TTC icon
479
Toro Company
TTC
$9.37B
$2.15M 0.03%
22,350
– –
NRG icon
480
NRG Energy
NRG
$25.1B
$2.13M 0.03%
41,166
– –
CZR icon
481
Caesars Entertainment
CZR
$6.14B
$2.12M 0.03%
45,264
– –
TW icon
482
Tradeweb Markets
TW
$21.8B
$2.11M 0.03%
23,174
– –
REG icon
483
Regency Centers
REG
$13.9B
$2.1M 0.03%
31,411
– –
MTCH icon
484
Match Group
MTCH
$8.45B
$2.1M 0.03%
57,551
+868
+2% +$29.3K
OVV icon
485
Ovintiv
OVV
$17.5B
$2.1M 0.03%
47,742
– –
RHI icon
486
Robert Half
RHI
$4.33B
$2.09M 0.03%
23,733
-241
-1% -$19.2K
LBRDK icon
487
Liberty Broadband Class C
LBRDK
$5.2B
$2.07M 0.03%
25,677
– –
ROKU icon
488
Roku
ROKU
$22.6B
$2.07M 0.03%
22,576
+831
+4% +$69.5K
NWSA icon
489
News Corp Class A
NWSA
$15.4B
$2.06M 0.03%
84,134
– –
APA icon
490
APA Corp
APA
$14.3B
$2.06M 0.03%
57,529
– –
FBIN icon
491
Fortune Brands Innovations
FBIN
$5.75B
$2.05M 0.03%
26,965
– –
DOC icon
492
Healthpeak Properties
DOC
$14.4B
$2.04M 0.02%
103,234
– –
PATH icon
493
UiPath
PATH
$8.05B
$2.02M 0.02%
81,101
– –
DOCU
494
DocuSign
DOCU
$11.5B
$2.01M 0.02%
33,872
-1,705
-5% -$78.2K
BEN icon
495
Franklin Resources
BEN
$17.1B
$2M 0.02%
67,003
– –
HSIC icon
496
Henry Schein
HSIC
$9.83B
$1.98M 0.02%
26,191
-1,349
-5% -$94.4K
KNX icon
497
Knight Transportation
KNX
$11.3B
$1.96M 0.02%
33,983
– –
DAR icon
498
Darling Ingredients
DAR
$10B
$1.96M 0.02%
39,270
-1,432
-4% -$65K
FMC icon
499
FMC
FMC
$1.29B
$1.95M 0.02%
30,915
– –
UHS icon
500
Universal Health Services
UHS
$10.5B
$1.94M 0.02%
12,711
-489
-4% -$65.8K
18 19
20
21 22

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AT
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UM
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GF
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Verition Fund Management
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NMO
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BGC
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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.