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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
JBHT icon
476
JB Hunt Transport Services
JBHT
$25.2B
$2.67M 0.03%
16,700
-521
-3% -$87.4K
AKAM icon
477
Akamai
AKAM
$15.9B
$2.66M 0.03%
29,562
+171
+0.6% +$16.5K
SNA icon
478
Snap-on
SNA
$21.5B
$2.64M 0.03%
10,108
– –
TRMB icon
479
Trimble
TRMB
$13.9B
$2.64M 0.03%
47,138
+279
+0.6% +$16.1K
RVTY icon
480
Revvity
RVTY
$12.8B
$2.62M 0.03%
24,984
– –
IPG
481
DELISTED
Interpublic Group of Companies
IPG
$2.61M 0.03%
89,672
+2,664
+3% +$82.1K
TPL icon
482
Texas Pacific Land
TPL
$23.5B
$2.6M 0.03%
10,638
+1,125
+12% +$236K
HOOD icon
483
Robinhood
HOOD
$83.9B
$2.59M 0.03%
113,904
+18,664
+20% +$365K
TAP icon
484
Molson Coors Class B
TAP
$8.09B
$2.56M 0.03%
50,350
+1,837
+4% +$106K
POOL icon
485
Pool Corp
POOL
$7.5B
$2.54M 0.03%
8,270
+260
+3% +$94.2K
DKS icon
486
Dick's Sporting Goods
DKS
$18.7B
$2.5M 0.03%
11,632
+485
+4% +$101K
SWK icon
487
Stanley Black & Decker
SWK
$15.7B
$2.49M 0.03%
31,183
– –
NWSA icon
488
News Corp Class A
NWSA
$15.4B
$2.48M 0.03%
89,865
+2,392
+3% +$61.8K
SJM icon
489
J.M. Smucker
SJM
$12.8B
$2.47M 0.03%
22,679
+138
+0.6% +$15.6K
TW icon
490
Tradeweb Markets
TW
$21.6B
$2.47M 0.03%
23,316
+142
+0.6% +$15K
FNF icon
491
Fidelity National Financial
FNF
$13.5B
$2.47M 0.03%
50,005
– –
KEY icon
492
KeyCorp
KEY
$24.4B
$2.45M 0.02%
172,318
– –
MGM icon
493
MGM Resorts International
MGM
$11.2B
$2.4M 0.02%
54,020
-2,482
-4% -$104K
BF.B icon
494
Brown-Forman Class B
BF.B
$13.1B
$2.4M 0.02%
55,461
-6,070
-10% -$285K
NDSN icon
495
Nordson
NDSN
$17.3B
$2.39M 0.02%
10,313
– –
DT icon
496
Dynatrace
DT
$14.2B
$2.38M 0.02%
53,133
-3,403
-6% -$157K
INCY icon
497
Incyte
INCY
$24.4B
$2.36M 0.02%
38,970
+1,135
+3% +$64.3K
CUBE icon
498
CubeSmart
CUBE
$9.41B
$2.35M 0.02%
+52,020
New +$2.24M
AIZ icon
499
Assurant
AIZ
$14.3B
$2.31M 0.02%
13,894
– –
UHS icon
500
Universal Health Services
UHS
$10.5B
$2.31M 0.02%
12,467
-309
-2% -$54.7K
18 19
20
21 22

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IA
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AT
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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
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GF
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Verition Fund Management
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NMO
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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.