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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
FR icon
551
First Industrial Realty Trust
FR
$8.44B
$1.72M 0.02%
30,693
-10
-0% -$539
PAYC icon
552
Paycom
PAYC
$9.69B
$1.69M 0.02%
10,123
-687
-6% -$110K
STAG icon
553
STAG Industrial
STAG
$7.19B
$1.64M 0.02%
42,057
-13
-0% -$510
HEI.A icon
554
HEICO Corp Class A
HEI.A
$37.2B
$1.64M 0.02%
8,067
– –
IOT icon
555
Samsara
IOT
$23.8B
$1.61M 0.02%
33,541
– –
H icon
556
Hyatt Hotels
H
$16.7B
$1.61M 0.02%
10,569
– –
VNO icon
557
Vornado Realty Trust
VNO
$7.38B
$1.6M 0.02%
40,732
-13
-0% -$418
HR icon
558
Healthcare Realty
HR
$6.84B
$1.6M 0.02%
88,364
-28
-0% -$496
RIVN icon
559
Rivian
RIVN
$23.2B
$1.59M 0.02%
141,494
-4,021
-3% -$57.8K
OVV icon
560
Ovintiv
OVV
$16.4B
$1.48M 0.01%
38,642
-9,100
-19% -$393K
TRNO icon
561
Terreno Realty
TRNO
$7.49B
$1.47M 0.01%
22,037
-7
-0% -$471
AZPN
562
DELISTED
Aspen Technology Inc
AZPN
$1.47M 0.01%
6,165
+377
+7% +$79.3K
HII icon
563
Huntington Ingalls Industries
HII
$12.8B
$1.46M 0.01%
5,514
– –
RHP icon
564
Ryman Hospitality Properties
RHP
$7.63B
$1.45M 0.01%
13,530
-4
-0% -$408
GRAB icon
565
Grab
GRAB
$14.9B
$1.43M 0.01%
376,293
– –
CHRD icon
566
Chord Energy
CHRD
$7.39B
$1.39M 0.01%
10,697
+3,487
+48% +$535K
EPRT icon
567
Essential Properties Realty Trust
EPRT
$6.62B
$1.38M 0.01%
40,474
-13
-0% -$402
NU icon
568
Nu Holdings
NU
$66.9B
$1.38M 0.01%
+100,998
New +$1.36M
HEI icon
569
HEICO Corp
HEI
$51.4B
$1.37M 0.01%
5,230
-509
-9% -$123K
WBA
570
DELISTED
Walgreens Boots Alliance
WBA
$1.36M 0.01%
151,527
+3,740
+3% +$38.5K
APA icon
571
APA Corp
APA
$13.2B
$1.35M 0.01%
55,245
-10,427
-16% -$293K
KNX icon
572
Knight Transportation
KNX
$11.4B
$1.34M 0.01%
24,907
-7,555
-23% -$391K
PNW icon
573
Pinnacle West Capital
PNW
$12.2B
$1.34M 0.01%
15,096
-818
-5% -$69.8K
KRG icon
574
Kite Realty
KRG
$5.36B
$1.33M 0.01%
50,094
-16
-0% -$397
SCCO icon
575
Southern Copper
SCCO
$166B
$1.33M 0.01%
12,180
+6,069
+99% +$598K
21 22
23
24 25

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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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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.