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
UHS icon
476
Universal Health Services
UHS
$10.5B
$2.79M 0.03%
12,166
-301
-2% -$64.9K
KEY icon
477
KeyCorp
KEY
$24.3B
$2.77M 0.03%
165,629
-6,689
-4% -$106K
AIZ icon
478
Assurant
AIZ
$14.2B
$2.76M 0.03%
13,894
– –
NDSN icon
479
Nordson
NDSN
$17.2B
$2.76M 0.03%
10,518
+205
+2% +$50.1K
FFIV icon
480
F5
FFIV
$23.2B
$2.76M 0.03%
12,519
– –
ROL icon
481
Rollins
ROL
$17.9B
$2.74M 0.03%
54,097
-1,377
-2% -$68K
TRMB icon
482
Trimble
TRMB
$13.6B
$2.72M 0.03%
43,878
-3,260
-7% -$182K
JBL icon
483
Jabil
JBL
$35.3B
$2.71M 0.03%
22,626
-3,406
-13% -$370K
IPG
484
DELISTED
Interpublic Group of Companies
IPG
$2.71M 0.03%
85,655
-4,017
-4% -$123K
NRG icon
485
NRG Energy
NRG
$25B
$2.71M 0.03%
29,714
-10,584
-26% -$842K
SJM icon
486
J.M. Smucker
SJM
$12.6B
$2.7M 0.03%
22,276
-403
-2% -$47.5K
BMRN icon
487
BioMarin Pharmaceuticals
BMRN
$13.3B
$2.69M 0.03%
38,328
– –
NLY icon
488
Annaly Capital Management
NLY
$17.3B
$2.65M 0.03%
132,148
+14,996
+13% +$300K
FBIN icon
489
Fortune Brands Innovations
FBIN
$5.73B
$2.64M 0.03%
29,515
– –
SNA icon
490
Snap-on
SNA
$21.3B
$2.6M 0.03%
8,977
-1,131
-11% -$312K
HOOD icon
491
Robinhood
HOOD
$85B
$2.59M 0.02%
110,698
-3,206
-3% -$67.6K
JBHT icon
492
JB Hunt Transport Services
JBHT
$25B
$2.59M 0.02%
15,032
-1,668
-10% -$280K
TWLO icon
493
Twilio
TWLO
$38B
$2.58M 0.02%
39,627
-402
-1% -$24.1K
REXR icon
494
Rexford Industrial Realty
REXR
$8.13B
$2.52M 0.02%
50,119
-16
-0% -$795
CTRA
495
DELISTED
Coterra Energy
CTRA
$2.51M 0.02%
104,810
-41,466
-28% -$1.02M
EXAS
496
DELISTED
Exact Sciences
EXAS
$2.49M 0.02%
36,570
-1,438
-4% -$81.2K
FOXA icon
497
Fox Class A
FOXA
$26.6B
$2.47M 0.02%
58,408
-1,734
-3% -$67.3K
OKTA icon
498
Okta
OKTA
$26.2B
$2.44M 0.02%
32,877
– –
INCY icon
499
Incyte
INCY
$24.6B
$2.43M 0.02%
36,744
-2,226
-6% -$142K
DKS icon
500
Dick's Sporting Goods
DKS
$19.2B
$2.43M 0.02%
11,632
– –
18 19
20
21 22

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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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.