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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
OHI icon
526
Omega Healthcare
OHI
$14.7B
$1.96M 0.02%
+57,364
New +$1.81M
RIVN icon
527
Rivian
RIVN
$23.2B
$1.95M 0.02%
145,515
+5,647
+4% +$59K
FRT icon
528
Federal Realty Investment Trust
FRT
$10.3B
$1.93M 0.02%
+19,161
New +$1.93M
APA icon
529
APA Corp
APA
$13.2B
$1.93M 0.02%
65,672
+8,143
+14% +$252K
ERIE icon
530
Erie Indemnity
ERIE
$13.2B
$1.93M 0.02%
5,317
– –
FBIN icon
531
Fortune Brands Innovations
FBIN
$6.06B
$1.92M 0.02%
29,515
+2,550
+9% +$184K
EGP icon
532
EastGroup Properties
EGP
$10.9B
$1.89M 0.02%
+11,106
New +$1.84M
CG icon
533
Carlyle Group
CG
$17.2B
$1.88M 0.02%
46,829
– –
CCK icon
534
Crown Holdings
CCK
$13.1B
$1.87M 0.02%
25,175
+418
+2% +$33.7K
Z icon
535
Zillow
Z
$7.56B
$1.87M 0.02%
40,219
– –
LDOS icon
536
Leidos
LDOS
$17.3B
$1.86M 0.02%
12,727
– –
HRL icon
537
Hormel Foods
HRL
$13.8B
$1.85M 0.02%
60,616
+4,545
+8% +$153K
MOS icon
538
The Mosaic Company
MOS
$7.33B
$1.83M 0.02%
63,446
– –
TFX icon
539
Teleflex
TFX
$5.98B
$1.83M 0.02%
8,688
– –
CZR icon
540
Caesars Entertainment
CZR
$6.14B
$1.8M 0.02%
45,264
– –
CHRW icon
541
C.H. Robinson
CHRW
$17.5B
$1.8M 0.02%
20,411
– –
NNN icon
542
NNN REIT
NNN
$8.99B
$1.8M 0.02%
+42,139
New +$1.75M
WBA
543
DELISTED
Walgreens Boots Alliance
WBA
$1.79M 0.02%
147,787
+2,980
+2% +$50.5K
WYNN icon
544
Wynn Resorts
WYNN
$10.6B
$1.77M 0.02%
19,801
– –
TOST icon
545
Toast
TOST
$19.9B
$1.75M 0.02%
67,797
+4,958
+8% +$120K
CPB icon
546
Campbell Soup
CPB
$6.87B
$1.71M 0.02%
37,761
-1,523
-4% -$67.9K
COLD icon
547
Americold
COLD
$4.27B
$1.69M 0.02%
+66,064
New +$1.62M
LSCC icon
548
Lattice Semiconductor
LSCC
$18.5B
$1.68M 0.02%
28,974
+1,546
+6% +$107K
HSIC icon
549
Henry Schein
HSIC
$9.82B
$1.68M 0.02%
26,191
– –
ACM icon
550
Aecom
ACM
$9.75B
$1.67M 0.02%
18,939
+4,923
+35% +$449K
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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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.