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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
TOST icon
551
Toast
TOST
$19.9B
$935K 0.01%
51,183
– –
CFLT
552
DELISTED
Confluent
CFLT
$807K 0.01%
34,504
-2,135
-6% -$51.6K
NIO icon
553
NIO
NIO
$11.9B
$799K 0.01%
88,045
– –
LUV icon
554
Southwest Airlines
LUV
$23B
$767K 0.01%
26,568
– –
LSXMK
555
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$760K 0.01%
26,422
– –
ZTO icon
556
ZTO Express
ZTO
$17.9B
$607K 0.01%
28,520
– –
IRDM icon
557
Iridium Communications
IRDM
$5.29B
$596K 0.01%
14,492
-142
-1% -$5.62K
POR icon
558
Portland General Electric
POR
$5.77B
$591K 0.01%
13,638
+697
+5% +$28.9K
FOX icon
559
Fox Class B
FOX
$23.9B
$566K 0.01%
20,454
– –
BEKE icon
560
KE Holdings
BEKE
$18.8B
$563K 0.01%
34,710
– –
TXNM
561
TXNM Energy Inc
TXNM
$5.94B
$478K 0.01%
11,501
+79
+0.7% +$3.38K
HTHT icon
562
Huazhu Hotels Group
HTHT
$13B
$454K 0.01%
13,568
– –
AVA icon
563
Avista
AVA
$3.24B
$368K ﹤0.01%
10,287
+236
+2% +$8K
TME icon
564
Tencent Music
TME
$15.6B
$339K ﹤0.01%
37,572
– –
VIPS icon
565
Vipshop
VIPS
$7.53B
$329K ﹤0.01%
18,504
– –
TAL icon
566
TAL Education Group
TAL
$6.87B
$298K ﹤0.01%
23,583
– –
BVN icon
567
Compañía de Minas Buenaventura
BVN
$8.67B
$228K ﹤0.01%
14,938
– –
HE icon
568
Hawaiian Electric Industries
HE
$2.14B
$210K ﹤0.01%
14,818
+101
+0.7% +$1.31K
BZ icon
569
Kanzhun
BZ
$7.36B
$177K ﹤0.01%
10,658
– –
UNIT
570
Uniti Group
UNIT
$2.32B
$161K ﹤0.01%
27,920
+191
+0.7% +$968
IQ icon
571
iQIYI
IQ
$1.28B
$114K ﹤0.01%
23,325
– –
ALE
572
DELISTED
Allete
ALE
– –
-7,700
Closed -$407K
ARMK icon
573
Aramark
ARMK
$14.7B
– –
-66,203
Closed -$1.66M
ARW icon
574
Arrow Electronics
ARW
$10.4B
– –
-12,545
Closed -$1.57M
AWR icon
575
American States Water
AWR
$3.46B
– –
-4,937
Closed -$388K
21 22
23
24 25

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IA
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UM
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FCAS
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RFC
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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.