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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
+7.19%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$10.4B
AUM Growth
+$560M
Cap. Flow
-$18.3M
Cap. Flow %
-0.18%
Top 10 Hldgs %
32.38%
Holding
696
New
10
Increased
270
Reduced
348
Closed
15

Top Buys

Rank Stock Value
1
FERG icon
Ferguson
FERG
+$8.98M
2
UNP icon
Union Pacific
UNP
+$7.53M
3
CSX icon
CSX Corp
CSX
+$3.17M
4
NSC icon
Norfolk Southern
NSC
+$2.61M
5
PPG icon
PPG Industries
PPG
+$2.49M

Top Sells

Rank Stock Value
1
SMCI icon
Super Micro Computer
SMCI
+$8.62M
2
NVDA icon
NVIDIA
NVDA
+$7.43M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.13M
4
NEE icon
NextEra Energy
NEE
+$3.97M
5
SO icon
Southern Company
SO
+$2.96M

Sector Composition

Rank Sector Weight
1 Technology 31.29%
2 Financials 11.71%
3 Healthcare 11.43%
4 Consumer Discretionary 10.17%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NNN icon
526
NNN REIT
NNN
$8.99B
$2.04M 0.02%
42,126
-13
-0% -$601
TAP icon
527
Molson Coors Class B
TAP
$8.09B
$2.02M 0.02%
35,106
-15,244
-30% -$815K
CG icon
528
Carlyle Group
CG
$17.2B
$2.02M 0.02%
46,829
– –
MTCH icon
529
Match Group
MTCH
$8.55B
$2.01M 0.02%
53,058
– –
LDOS icon
530
Leidos
LDOS
$17.3B
$2M 0.02%
12,299
-428
-3% -$64.8K
MGM icon
531
MGM Resorts International
MGM
$11.2B
$1.96M 0.02%
50,262
-3,758
-7% -$149K
BRX icon
532
Brixmor Property Group
BRX
$9.32B
$1.94M 0.02%
69,644
-22
-0% -$568
HRL icon
533
Hormel Foods
HRL
$13.8B
$1.92M 0.02%
60,616
– –
TOST icon
534
Toast
TOST
$19.9B
$1.92M 0.02%
67,797
– –
BSY icon
535
Bentley Systems
BSY
$10.6B
$1.91M 0.02%
37,656
-3,045
-7% -$150K
SOLV icon
536
Solventum
SOLV
$14.1B
$1.91M 0.02%
27,351
– –
QRVO icon
537
Qorvo
QRVO
$8.74B
$1.87M 0.02%
18,112
– –
COLD icon
538
Americold
COLD
$4.27B
$1.87M 0.02%
66,043
-21
-0% -$600
CRL icon
539
Charles River Laboratories
CRL
$12.8B
$1.85M 0.02%
9,385
-275
-3% -$57.1K
ALLY icon
540
Ally Financial
ALLY
$13.3B
$1.85M 0.02%
51,877
-1,484
-3% -$59.4K
TTC icon
541
Toro Company
TTC
$9.49B
$1.85M 0.02%
21,279
– –
ROKU icon
542
Roku
ROKU
$22.7B
$1.82M 0.02%
24,440
– –
MKTX icon
543
MarketAxess Holdings
MKTX
$5.72B
$1.81M 0.02%
7,071
– –
EMN icon
544
Eastman Chemical
EMN
$8.42B
$1.81M 0.02%
16,147
-4,050
-20% -$405K
WYNN icon
545
Wynn Resorts
WYNN
$10.6B
$1.81M 0.02%
18,840
-961
-5% -$77.3K
CPB icon
546
Campbell Soup
CPB
$6.87B
$1.78M 0.02%
36,367
-1,394
-4% -$67.8K
AFG icon
547
American Financial Group
AFG
$12.1B
$1.76M 0.02%
13,051
-511
-4% -$66.2K
DAY
548
DELISTED
Dayforce
DAY
$1.75M 0.02%
28,501
+997
+4% +$54.9K
HSIC icon
549
Henry Schein
HSIC
$9.82B
$1.74M 0.02%
23,831
-2,360
-9% -$164K
ADC icon
550
Agree Realty
ADC
$9.41B
$1.73M 0.02%
23,018
-8
-0% -$566
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 Q3 2024 Portfolio in Review

As of Q3 2024, IFM Investors held 696 positions worth $10.4B, up 5.7% from $9.86B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Trading was light in Q3 2024: portfolio turnover was 3.6%. IFM Investors opened 10 new positions and exited 15, leaving the 696-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Financials and Healthcare.

  • IFM Investors's largest Q3 2024 buy was Ferguson: 44,312 shares worth $8.8M.
  • IFM Investors added most to Union Pacific in Q3 2024, an estimated $7.53M increase.
  • IFM Investors's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $7.43M.
  • IFM Investors fully exited Super Micro Computer in Q3 2024, selling an estimated $8.62M.
  • IFM Investors's ten largest holdings make up 32% of its $10.4B portfolio in Q3 2024.
  • IFM Investors opened 10 new positions and closed 15 in Q3 2024.
  • IFM Investors's portfolio value rose 5.7% quarter-over-quarter to $10.4B.

Based on IFM Investors's 13F filing for Q3 2024, filed 23 Oct 2024.