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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
TWLO icon
501
Twilio
TWLO
$36.6B
$2.27M 0.02%
40,029
-1,155
-3% -$68.1K
EPAM icon
502
EPAM Systems
EPAM
$5.03B
$2.25M 0.02%
11,968
+135
+1% +$28.8K
JKHY icon
503
Jack Henry & Associates
JKHY
$11.1B
$2.25M 0.02%
13,556
-307
-2% -$51K
OVV icon
504
Ovintiv
OVV
$16.4B
$2.24M 0.02%
47,742
– –
REXR icon
505
Rexford Industrial Realty
REXR
$8.19B
$2.24M 0.02%
+50,135
New +$2.26M
NLY icon
506
Annaly Capital Management
NLY
$17.4B
$2.23M 0.02%
117,152
+795
+0.7% +$15.4K
AOS icon
507
A.O. Smith
AOS
$8.7B
$2.2M 0.02%
26,861
-820
-3% -$69.4K
KMX icon
508
CarMax
KMX
$8.26B
$2.17M 0.02%
29,575
-946
-3% -$68.2K
ALB icon
509
Albemarle
ALB
$15.5B
$2.17M 0.02%
22,693
+935
+4% +$111K
FFIV icon
510
F5
FFIV
$22.7B
$2.16M 0.02%
12,519
-751
-6% -$131K
ACI icon
511
Albertsons Companies
ACI
$5.83B
$2.14M 0.02%
108,320
+38,749
+56% +$791K
TECH icon
512
Bio-Techne
TECH
$11.3B
$2.12M 0.02%
29,617
– –
ALLY icon
513
Ally Financial
ALLY
$13.3B
$2.12M 0.02%
53,361
-1,570
-3% -$61.3K
QRVO icon
514
Qorvo
QRVO
$8.74B
$2.1M 0.02%
18,112
-663
-4% -$70.6K
DOCU
515
DocuSign
DOCU
$11.5B
$2.07M 0.02%
38,724
-1,467
-4% -$82.7K
FOXA icon
516
Fox Class A
FOXA
$26.9B
$2.07M 0.02%
60,142
+451
+0.8% +$14.7K
TXT icon
517
Textron
TXT
$15.4B
$2.06M 0.02%
24,012
+2,375
+11% +$211K
DVA icon
518
DaVita
DVA
$11.7B
$2.03M 0.02%
14,658
– –
BSY icon
519
Bentley Systems
BSY
$10.6B
$2.01M 0.02%
40,701
-1,912
-4% -$99.2K
J icon
520
Jacobs Solutions
J
$17B
$2.01M 0.02%
17,377
+2,203
+15% +$258K
CTLT
521
DELISTED
CATALENT, INC.
CTLT
$2M 0.02%
35,543
– –
CRL icon
522
Charles River Laboratories
CRL
$12.8B
$2M 0.02%
9,660
+74
+0.8% +$16.8K
CELH icon
523
Celsius Holdings
CELH
$7.03B
$1.99M 0.02%
34,864
+895
+3% +$67.7K
TTC icon
524
Toro Company
TTC
$9.49B
$1.99M 0.02%
21,279
– –
EMN icon
525
Eastman Chemical
EMN
$8.42B
$1.98M 0.02%
20,197
-2,728
-12% -$271K
19 20
21
22 23

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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 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.