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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
+13.34%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.17B
AUM Growth
+$956M
Cap. Flow
+$133M
Cap. Flow %
1.45%
Top 10 Hldgs %
30.77%
Holding
627
New
56
Increased
180
Reduced
253
Closed
3

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$27.2M
2
MELI icon
Mercado Libre
MELI
+$15.2M
3
CMG icon
Chipotle Mexican Grill
CMG
+$13.8M
4
AZO icon
AutoZone
AZO
+$10.8M
5
GWW icon
W.W. Grainger
GWW
+$8.49M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$33.2M
2
SPLK
Splunk Inc
SPLK
+$4.8M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
VFC icon
VF Corp
VFC
+$1.14M

Sector Composition

Rank Sector Weight
1 Technology 30.81%
2 Healthcare 12.36%
3 Financials 12.35%
4 Consumer Discretionary 10.67%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMN icon
501
Eastman Chemical
EMN
$8.42B
$2.3M 0.03%
22,925
-1,491
-6% -$131K
NLY icon
502
Annaly Capital Management
NLY
$17.4B
$2.29M 0.03%
116,357
-5,451
-4% -$105K
NWSA icon
503
News Corp Class A
NWSA
$15.4B
$2.29M 0.03%
87,473
+3,339
+4% +$84.8K
GL icon
504
Globe Life
GL
$14.3B
$2.29M 0.03%
19,658
– –
FBIN icon
505
Fortune Brands Innovations
FBIN
$6.06B
$2.28M 0.02%
26,965
– –
UTHR icon
506
United Therapeutics
UTHR
$23.1B
$2.24M 0.02%
+9,742
New +$2.2M
ALLY icon
507
Ally Financial
ALLY
$13.3B
$2.23M 0.02%
54,931
– –
BSY icon
508
Bentley Systems
BSY
$10.6B
$2.23M 0.02%
42,613
– –
CG icon
509
Carlyle Group
CG
$17.2B
$2.2M 0.02%
46,829
+293
+0.6% +$12.7K
APP icon
510
Applovin
APP
$116B
$2.19M 0.02%
+31,641
New +$1.68M
BBWI icon
511
Bath & Body Works
BBWI
$4.1B
$2.18M 0.02%
43,663
+1,294
+3% +$58.1K
QRVO icon
512
Qorvo
QRVO
$8.74B
$2.16M 0.02%
18,775
-1,012
-5% -$111K
INCY icon
513
Incyte
INCY
$24.4B
$2.16M 0.02%
37,835
+48
+0.1% +$2.88K
LSCC icon
514
Lattice Semiconductor
LSCC
$18.5B
$2.15M 0.02%
27,428
+684
+3% +$49K
ERIE icon
515
Erie Indemnity
ERIE
$13.2B
$2.14M 0.02%
+5,317
New +$1.96M
ELS icon
516
Equity Lifestyle Properties
ELS
$12.6B
$2.1M 0.02%
32,613
+807
+3% +$54.1K
TECH icon
517
Bio-Techne
TECH
$11.3B
$2.08M 0.02%
29,617
+1,651
+6% +$118K
TXT icon
518
Textron
TXT
$15.4B
$2.08M 0.02%
21,637
– –
RHI icon
519
Robert Half
RHI
$4.37B
$2.07M 0.02%
26,172
+2,439
+10% +$197K
MOS icon
520
The Mosaic Company
MOS
$7.33B
$2.06M 0.02%
63,446
– –
RGEN icon
521
Repligen
RGEN
$9.25B
$2.06M 0.02%
11,193
+553
+5% +$105K
HAS icon
522
Hasbro
HAS
$13.2B
$2.06M 0.02%
36,377
+1,539
+4% +$78.3K
CLF icon
523
Cleveland-Cliffs
CLF
$6.99B
$2.02M 0.02%
89,038
+1,181
+1% +$23.4K
WYNN icon
524
Wynn Resorts
WYNN
$10.6B
$2.02M 0.02%
19,801
+765
+4% +$75.9K
DVA icon
525
DaVita
DVA
$11.7B
$2.02M 0.02%
14,658
-256
-2% -$30.7K
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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NMO
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IFM Investors's Q1 2024 Portfolio in Review

As of Q1 2024, IFM Investors held 627 positions worth $9.17B, up 12% from $8.21B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

IFM Investors's Q1 2024 filing shows 56 new, 180 increased, 253 reduced and 3 closed positions. Its largest new stake was Booking.com: 190,900 shares worth $27.7M. The largest sale was Apple, an estimated $33.2M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

  • IFM Investors's largest Q1 2024 buy was Booking.com: 190,900 shares worth $27.7M.
  • IFM Investors added most to NextEra Energy in Q1 2024, an estimated $2.66M increase.
  • IFM Investors's biggest Q1 2024 reduction was Apple, cutting an estimated $33.2M.
  • IFM Investors fully exited Splunk Inc in Q1 2024, selling an estimated $4.8M.
  • IFM Investors's ten largest holdings make up 31% of its $9.17B portfolio in Q1 2024.
  • IFM Investors opened 56 new positions and closed 3 in Q1 2024.
  • IFM Investors's portfolio value rose 12% quarter-over-quarter to $9.17B.

Based on IFM Investors's 13F filing for Q1 2024, filed 22 Apr 2024.