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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
-2.57%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.61B
AUM Growth
-$31M
Cap. Flow
+$246M
Cap. Flow %
3.24%
Top 10 Hldgs %
29.29%
Holding
645
New
7
Increased
510
Reduced
81
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$16.5M
2
MSFT icon
Microsoft
MSFT
+$16M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.7M
4
AMZN icon
Amazon
AMZN
+$8.35M
5
NVDA icon
NVIDIA
NVDA
+$7.67M

Top Sells

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$8.95M
2
CSX icon
CSX Corp
CSX
+$4.41M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.48M
4
NSC icon
Norfolk Southern
NSC
+$3.17M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.99M

Sector Composition

Rank Sector Weight
1 Technology 29.14%
2 Healthcare 13.21%
3 Financials 11.81%
4 Consumer Discretionary 11.05%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NBIX icon
501
Neurocrine Biosciences
NBIX
$16.6B
$2.05M 0.03%
18,233
+511
+3% +$53.8K
HSIC icon
502
Henry Schein
HSIC
$9.82B
$2.04M 0.03%
27,540
+2,914
+12% +$224K
AIZ icon
503
Assurant
AIZ
$14.3B
$2.04M 0.03%
14,212
– –
DT icon
504
Dynatrace
DT
$14.2B
$2.04M 0.03%
43,640
+980
+2% +$48.1K
JNPR
505
DELISTED
Juniper Networks
JNPR
$2.04M 0.03%
73,289
+2,104
+3% +$60.6K
ELS icon
506
Equity Lifestyle Properties
ELS
$12.6B
$2.03M 0.03%
31,806
– –
TPL icon
507
Texas Pacific Land
TPL
$23.5B
$2M 0.03%
9,873
-126
-1% -$23.8K
DVA icon
508
DaVita
DVA
$11.7B
$2M 0.03%
21,115
+9,261
+78% +$945K
ROL icon
509
Rollins
ROL
$18.2B
$1.98M 0.03%
52,983
+4,942
+10% +$200K
KIM icon
510
Kimco Realty
KIM
$16.4B
$1.97M 0.03%
112,252
-5,506
-5% -$107K
SEDG icon
511
SolarEdge
SEDG
$1.95B
$1.93M 0.03%
14,936
+3,444
+30% +$661K
BILL icon
512
BILL Holdings
BILL
$4.78B
$1.93M 0.03%
17,781
+607
+4% +$69.1K
TECH icon
513
Bio-Techne
TECH
$11.3B
$1.9M 0.03%
27,966
+489
+2% +$38.6K
DOC icon
514
Healthpeak Properties
DOC
$14.8B
$1.9M 0.02%
103,234
+3,187
+3% +$65.4K
QRVO icon
515
Qorvo
QRVO
$8.74B
$1.89M 0.02%
19,787
+1,091
+6% +$111K
TEVA icon
516
Teva Pharmaceuticals
TEVA
$41.2B
$1.87M 0.02%
183,771
+5,075
+3% +$47.3K
REG icon
517
Regency Centers
REG
$14.1B
$1.87M 0.02%
31,411
– –
TW icon
518
Tradeweb Markets
TW
$21.6B
$1.86M 0.02%
23,174
-1,282
-5% -$102K
TTC icon
519
Toro Company
TTC
$9.49B
$1.86M 0.02%
22,350
– –
Z icon
520
Zillow
Z
$7.56B
$1.86M 0.02%
40,219
+778
+2% +$40K
KEY icon
521
KeyCorp
KEY
$24.4B
$1.85M 0.02%
172,318
+7,027
+4% +$77.8K
EMN icon
522
Eastman Chemical
EMN
$8.42B
$1.85M 0.02%
24,146
+642
+3% +$53.3K
AOS icon
523
A.O. Smith
AOS
$8.7B
$1.83M 0.02%
27,681
+202
+0.7% +$14.3K
DAY
524
DELISTED
Dayforce
DAY
$1.83M 0.02%
26,973
+1,547
+6% +$109K
HAS icon
525
Hasbro
HAS
$13.2B
$1.82M 0.02%
27,453
+800
+3% +$53K
19 20
21
22 23

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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
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
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Verition Fund Management
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NMO
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IFM Investors's Q3 2023 Portfolio in Review

As of Q3 2023, IFM Investors held 645 positions worth $7.61B, down 0.41% from $7.64B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

IFM Investors deployed $246M of net new capital in Q3 2023, opening 7 new positions and adding to 510 existing holdings. Its largest new stake was Kenvue: 308,759 shares worth $6.2M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Union Pacific, an estimated $8.95M trimmed.

  • IFM Investors's largest Q3 2023 buy was Kenvue: 308,759 shares worth $6.2M.
  • IFM Investors added most to Apple in Q3 2023, an estimated $16.5M increase.
  • IFM Investors's biggest Q3 2023 reduction was Union Pacific, cutting an estimated $8.95M.
  • IFM Investors fully exited Black Knight, Inc. Common Stock in Q3 2023, selling an estimated $1.59M.
  • IFM Investors's ten largest holdings make up 29% of its $7.61B portfolio in Q3 2023.
  • IFM Investors opened 7 new positions and closed 5 in Q3 2023.
  • IFM Investors's portfolio value fell 0.41% quarter-over-quarter to $7.61B.

Based on IFM Investors's 13F filing for Q3 2023, filed 26 Oct 2023.