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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
DVA icon
526
DaVita
DVA
$11.7B
$1.56M 0.02%
14,914
-6,201
-29% -$573K
PARA
527
DELISTED
Paramount Global Class B
PARA
$1.56M 0.02%
105,476
– –
LEA icon
528
Lear
LEA
$8.18B
$1.46M 0.02%
10,350
– –
DAL icon
529
Delta Air Lines
DAL
$60.1B
$1.46M 0.02%
36,166
– –
CTLT
530
DELISTED
CATALENT, INC.
CTLT
$1.45M 0.02%
32,171
– –
BILL icon
531
BILL Holdings
BILL
$4.78B
$1.44M 0.02%
17,630
-151
-0.8% -$12.4K
DBX icon
532
Dropbox
DBX
$8.12B
$1.44M 0.02%
48,677
– –
DINO icon
533
HF Sinclair
DINO
$14.5B
$1.42M 0.02%
25,552
– –
H icon
534
Hyatt Hotels
H
$16.7B
$1.38M 0.02%
10,569
-1,327
-11% -$151K
LDOS icon
535
Leidos
LDOS
$17.3B
$1.38M 0.02%
12,727
– –
ACI icon
536
Albertsons Companies
ACI
$5.83B
$1.34M 0.02%
58,347
– –
ACM icon
537
Aecom
ACM
$9.75B
$1.29M 0.02%
14,016
– –
SEIC icon
538
SEI Investments
SEIC
$12.6B
$1.29M 0.02%
20,362
-1,991
-9% -$116K
HEI.A icon
539
HEICO Corp Class A
HEI.A
$37.2B
$1.23M 0.02%
8,663
– –
HOOD icon
540
Robinhood
HOOD
$83.9B
$1.23M 0.02%
96,622
– –
VFC icon
541
VF Corp
VFC
$5.89B
$1.14M 0.01%
60,529
– –
YUMC icon
542
Yum China
YUMC
$16.3B
$1.13M 0.01%
26,540
– –
GRAB icon
543
Grab
GRAB
$14.9B
$1.1M 0.01%
327,547
– –
PNW icon
544
Pinnacle West Capital
PNW
$12.2B
$1.1M 0.01%
15,313
+104
+0.7% +$7.64K
SIRI icon
545
SiriusXM
SIRI
$10.1B
$1.03M 0.01%
18,883
-1,914
-9% -$92K
LBTYK icon
546
Liberty Global Class C
LBTYK
$3.49B
$1.03M 0.01%
+55,239
New +$957K
HEI icon
547
HEICO Corp
HEI
$51.4B
$1.03M 0.01%
5,739
-533
-8% -$90.2K
UHAL.B icon
548
U-Haul Holding Co Series N
UHAL.B
$12.8B
$971K 0.01%
13,778
– –
LCID icon
549
Lucid Motors
LCID
$2.77B
$954K 0.01%
22,666
+647
+3% +$29K
OGE icon
550
OGE Energy
OGE
$9.71B
$944K 0.01%
27,035
+185
+0.7% +$6.38K
20 21
22
23 24

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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
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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.