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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
-2.57%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.61B
AUM Growth
-$31M
Cap. Flow
+$246M
Cap. Flow %
3.24%
Top 10 Hldgs %
29.29%
Holding
645
New
7
Increased
510
Reduced
81
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$16.5M
2
MSFT icon
Microsoft
MSFT
+$16M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.7M
4
AMZN icon
Amazon
AMZN
+$8.35M
5
NVDA icon
NVIDIA
NVDA
+$7.67M

Top Sells

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$8.95M
2
CSX icon
CSX Corp
CSX
+$4.41M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.48M
4
NSC icon
Norfolk Southern
NSC
+$3.17M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.99M

Sector Composition

Rank Sector Weight
1 Technology 29.14%
2 Healthcare 13.21%
3 Financials 11.81%
4 Consumer Discretionary 11.05%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DBX icon
576
Dropbox
DBX
$8.12B
$1.33M 0.02%
48,677
-4,750
-9% -$129K
GNRC icon
577
Generac Holdings
GNRC
$12.5B
$1.31M 0.02%
12,003
+665
+6% +$82.3K
WBS icon
578
Webster Financial
WBS
$12.8B
$1.3M 0.02%
32,213
– –
U icon
579
Unity
U
$18.9B
$1.26M 0.02%
40,246
– –
H icon
580
Hyatt Hotels
H
$16.7B
$1.26M 0.02%
11,896
+315
+3% +$35.9K
DKS icon
581
Dick's Sporting Goods
DKS
$18.7B
$1.26M 0.02%
11,564
– –
LCID icon
582
Lucid Motors
LCID
$2.77B
$1.23M 0.02%
22,019
+11,639
+112% +$753K
LDOS icon
583
Leidos
LDOS
$17.3B
$1.17M 0.02%
12,727
+637
+5% +$60K
ACM icon
584
Aecom
ACM
$9.75B
$1.16M 0.02%
14,016
– –
GRAB icon
585
Grab
GRAB
$14.9B
$1.16M 0.02%
327,547
-54,215
-14% -$193K
PNW icon
586
Pinnacle West Capital
PNW
$12.2B
$1.12M 0.01%
15,209
+1,105
+8% +$87.7K
HEI.A icon
587
HEICO Corp Class A
HEI.A
$37.2B
$1.12M 0.01%
8,663
+532
+7% +$72.1K
CFLT
588
DELISTED
Confluent
CFLT
$1.08M 0.01%
+36,639
New +$1.23M
VFC icon
589
VF Corp
VFC
$5.89B
$1.07M 0.01%
60,529
+5,062
+9% +$96.4K
HII icon
590
Huntington Ingalls Industries
HII
$12.8B
$1.07M 0.01%
5,209
+888
+21% +$196K
HEI icon
591
HEICO Corp
HEI
$51.4B
$1.02M 0.01%
6,272
+1,095
+21% +$186K
FHN icon
592
First Horizon
FHN
$12.1B
$988K 0.01%
89,632
– –
TOST icon
593
Toast
TOST
$19.9B
$959K 0.01%
51,183
-828
-2% -$18K
IVZ icon
594
Invesco
IVZ
$13.9B
$951K 0.01%
65,513
– –
GTM
595
ZoomInfo Technologies
GTM
$1.22B
$948K 0.01%
57,823
+3,800
+7% +$77.7K
HOOD icon
596
Robinhood
HOOD
$83.9B
$948K 0.01%
+96,622
New +$1.07M
SIRI icon
597
SiriusXM
SIRI
$10.1B
$940K 0.01%
20,797
+2,372
+13% +$110K
WOLF icon
598
Wolfspeed
WOLF
$1.71B
$901K 0.01%
23,641
– –
MHK icon
599
Mohawk Industries
MHK
$9.22B
$896K 0.01%
10,447
+442
+4% +$44.5K
OGE icon
600
OGE Energy
OGE
$9.71B
$895K 0.01%
26,850
+1,950
+8% +$68.3K
22 23
24
25 26

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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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Verition Fund Management
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NMO
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IFM Investors's Q3 2023 Portfolio in Review

As of Q3 2023, IFM Investors held 645 positions worth $7.61B, down 0.41% from $7.64B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

IFM Investors deployed $246M of net new capital in Q3 2023, opening 7 new positions and adding to 510 existing holdings. Its largest new stake was Kenvue: 308,759 shares worth $6.2M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Union Pacific, an estimated $8.95M trimmed.

  • IFM Investors's largest Q3 2023 buy was Kenvue: 308,759 shares worth $6.2M.
  • IFM Investors added most to Apple in Q3 2023, an estimated $16.5M increase.
  • IFM Investors's biggest Q3 2023 reduction was Union Pacific, cutting an estimated $8.95M.
  • IFM Investors fully exited Black Knight, Inc. Common Stock in Q3 2023, selling an estimated $1.59M.
  • IFM Investors's ten largest holdings make up 29% of its $7.61B portfolio in Q3 2023.
  • IFM Investors opened 7 new positions and closed 5 in Q3 2023.
  • IFM Investors's portfolio value fell 0.41% quarter-over-quarter to $7.61B.

Based on IFM Investors's 13F filing for Q3 2023, filed 26 Oct 2023.