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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
UTHR icon
526
United Therapeutics
UTHR
$23.1B
$1.78M 0.02%
7,884
– –
WYNN icon
527
Wynn Resorts
WYNN
$10.6B
$1.76M 0.02%
19,036
+600
+3% +$60.2K
CHRW icon
528
C.H. Robinson
CHRW
$17.5B
$1.76M 0.02%
20,411
-645
-3% -$60.2K
EXE
529
Expand Energy Corp
EXE
$21.5B
$1.76M 0.02%
20,383
– –
RHI icon
530
Robert Half
RHI
$4.37B
$1.76M 0.02%
23,974
+2,950
+14% +$224K
CRL icon
531
Charles River Laboratories
CRL
$12.8B
$1.76M 0.02%
8,963
+797
+10% +$164K
PCTY icon
532
Paylocity
PCTY
$7.98B
$1.72M 0.02%
9,449
-1,303
-12% -$262K
BURL icon
533
Burlington
BURL
$23.2B
$1.72M 0.02%
12,689
+6
+0% +$962
SNAP icon
534
Snap
SNAP
$9.01B
$1.71M 0.02%
192,377
+5,362
+3% +$56K
J icon
535
Jacobs Solutions
J
$17B
$1.71M 0.02%
15,174
+440
+3% +$47.4K
CPB icon
536
Campbell Soup
CPB
$6.87B
$1.71M 0.02%
41,586
+5,990
+17% +$262K
KNX icon
537
Knight Transportation
KNX
$11.4B
$1.7M 0.02%
33,983
-322
-0.9% -$17.9K
MTN icon
538
Vail Resorts
MTN
$5.3B
$1.7M 0.02%
7,664
– –
ERIE icon
539
Erie Indemnity
ERIE
$13.2B
$1.7M 0.02%
5,786
– –
RGEN icon
540
Repligen
RGEN
$9.25B
$1.69M 0.02%
10,640
-166
-2% -$27.1K
TXT icon
541
Textron
TXT
$15.4B
$1.69M 0.02%
21,637
-598
-3% -$44.6K
NWSA icon
542
News Corp Class A
NWSA
$15.4B
$1.69M 0.02%
84,134
– –
CPT icon
543
Camden Property Trust
CPT
$11.3B
$1.68M 0.02%
17,748
-1,041
-6% -$111K
TFX icon
544
Teleflex
TFX
$5.98B
$1.68M 0.02%
8,541
+403
+5% +$91.4K
FBIN icon
545
Fortune Brands Innovations
FBIN
$6.06B
$1.68M 0.02%
26,965
+701
+3% +$48.2K
UHS icon
546
Universal Health Services
UHS
$10.5B
$1.66M 0.02%
13,200
+735
+6% +$100K
ARMK icon
547
Aramark
ARMK
$14.7B
$1.66M 0.02%
66,203
– –
BXP icon
548
Boston Properties
BXP
$11.1B
$1.65M 0.02%
27,764
-1,489
-5% -$95.3K
BEN icon
549
Franklin Resources
BEN
$17.2B
$1.65M 0.02%
67,003
– –
NRG icon
550
NRG Energy
NRG
$24.8B
$1.59M 0.02%
41,166
+1,102
+3% +$41.7K
20 21
22
23 24

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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 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.