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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
TEVA icon
501
Teva Pharmaceuticals
TEVA
$41.2B
$1.92M 0.02%
183,771
– –
ALLY icon
502
Ally Financial
ALLY
$13.3B
$1.92M 0.02%
54,931
-4,383
-7% -$122K
RGEN icon
503
Repligen
RGEN
$9.25B
$1.91M 0.02%
10,640
– –
BXP icon
504
Boston Properties
BXP
$11.1B
$1.91M 0.02%
27,234
-530
-2% -$31.3K
HRL icon
505
Hormel Foods
HRL
$13.8B
$1.91M 0.02%
59,414
– –
CG icon
506
Carlyle Group
CG
$17.2B
$1.89M 0.02%
46,536
-2,995
-6% -$98.6K
ETSY icon
507
Etsy
ETSY
$7.85B
$1.89M 0.02%
23,347
-389
-2% -$27.8K
LSCC icon
508
Lattice Semiconductor
LSCC
$18.5B
$1.84M 0.02%
26,744
– –
BBWI icon
509
Bath & Body Works
BBWI
$4.1B
$1.83M 0.02%
42,369
– –
CELH icon
510
Celsius Holdings
CELH
$7.03B
$1.81M 0.02%
+33,244
New +$1.77M
DAY
511
DELISTED
Dayforce
DAY
$1.81M 0.02%
26,973
– –
BWA icon
512
BorgWarner
BWA
$13.9B
$1.8M 0.02%
50,241
-2,679
-5% -$95.6K
CLF icon
513
Cleveland-Cliffs
CLF
$6.99B
$1.79M 0.02%
87,857
-4,963
-5% -$85K
HAS icon
514
Hasbro
HAS
$13.2B
$1.78M 0.02%
34,838
+7,385
+27% +$373K
FOXA icon
515
Fox Class A
FOXA
$26.9B
$1.77M 0.02%
59,691
-7,240
-11% -$219K
CHRW icon
516
C.H. Robinson
CHRW
$17.5B
$1.76M 0.02%
20,411
– –
CPT icon
517
Camden Property Trust
CPT
$11.3B
$1.76M 0.02%
17,748
– –
TXT icon
518
Textron
TXT
$15.4B
$1.74M 0.02%
21,637
– –
WYNN icon
519
Wynn Resorts
WYNN
$10.6B
$1.73M 0.02%
19,036
– –
DKS icon
520
Dick's Sporting Goods
DKS
$18.7B
$1.7M 0.02%
11,564
– –
CPB icon
521
Campbell Soup
CPB
$6.87B
$1.7M 0.02%
39,284
-2,302
-6% -$94.7K
U icon
522
Unity
U
$18.9B
$1.65M 0.02%
40,246
– –
J icon
523
Jacobs Solutions
J
$17B
$1.63M 0.02%
15,174
– –
AFG icon
524
American Financial Group
AFG
$12.1B
$1.61M 0.02%
13,562
– –
EXE
525
Expand Energy Corp
EXE
$21.5B
$1.57M 0.02%
20,383
– –
19 20
21
22 23

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IA
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AT
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UM
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FCAS
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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 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.