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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
AFG icon
551
American Financial Group
AFG
$12.1B
$1.67M 0.02%
13,562
– –
KNX icon
552
Knight Transportation
KNX
$11.4B
$1.62M 0.02%
32,462
-1,521
-4% -$74.5K
MTCH icon
553
Match Group
MTCH
$8.55B
$1.61M 0.02%
53,058
-2,027
-4% -$64K
BRX icon
554
Brixmor Property Group
BRX
$9.32B
$1.61M 0.02%
+69,666
New +$1.54M
BBWI icon
555
Bath & Body Works
BBWI
$4.1B
$1.61M 0.02%
41,177
-2,486
-6% -$114K
EXAS
556
DELISTED
Exact Sciences
EXAS
$1.61M 0.02%
38,008
– –
H icon
557
Hyatt Hotels
H
$16.7B
$1.61M 0.02%
10,569
– –
EXE
558
Expand Energy Corp
EXE
$21.5B
$1.58M 0.02%
19,199
– –
PAYC icon
559
Paycom
PAYC
$9.69B
$1.55M 0.02%
10,810
-1,130
-9% -$194K
STAG icon
560
STAG Industrial
STAG
$7.19B
$1.52M 0.02%
+42,070
New +$1.5M
ROKU icon
561
Roku
ROKU
$22.7B
$1.46M 0.01%
24,440
– –
FR icon
562
First Industrial Realty Trust
FR
$8.44B
$1.46M 0.01%
+30,703
New +$1.47M
HR icon
563
Healthcare Realty
HR
$6.84B
$1.46M 0.01%
+88,392
New +$1.35M
SOLV icon
564
Solventum
SOLV
$14.1B
$1.45M 0.01%
+27,351
New +$1.66M
HEI.A icon
565
HEICO Corp Class A
HEI.A
$37.2B
$1.43M 0.01%
8,067
-596
-7% -$101K
ADC icon
566
Agree Realty
ADC
$9.41B
$1.43M 0.01%
+23,026
New +$1.36M
MKTX icon
567
MarketAxess Holdings
MKTX
$5.72B
$1.42M 0.01%
7,071
– –
DAL icon
568
Delta Air Lines
DAL
$60.1B
$1.41M 0.01%
29,779
-6,387
-18% -$318K
BEN icon
569
Franklin Resources
BEN
$17.2B
$1.4M 0.01%
62,439
-1,440
-2% -$34.7K
ETSY icon
570
Etsy
ETSY
$7.85B
$1.38M 0.01%
23,351
– –
CLF icon
571
Cleveland-Cliffs
CLF
$6.99B
$1.37M 0.01%
89,038
– –
DAY
572
DELISTED
Dayforce
DAY
$1.36M 0.01%
27,504
-1,547
-5% -$88.4K
DINO icon
573
HF Sinclair
DINO
$14.5B
$1.36M 0.01%
25,552
– –
HII icon
574
Huntington Ingalls Industries
HII
$12.8B
$1.36M 0.01%
5,514
+690
+14% +$179K
RGEN icon
575
Repligen
RGEN
$9.25B
$1.35M 0.01%
10,747
-446
-4% -$69.9K
21 22
23
24 25

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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
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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 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.