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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
AZO icon
576
AutoZone
AZO
$51.1B
– –
-3,977
Closed -$10.1M
BAP icon
577
Credicorp
BAP
$30.7B
– –
-4,373
Closed -$560K
BG icon
578
Bunge Global
BG
$20.8B
– –
-27,055
Closed -$2.93M
BIO icon
579
Bio-Rad Laboratories Class A
BIO
$9.42B
– –
-4,057
Closed -$1.45M
BKH icon
580
Black Hills Corp
BKH
$5.69B
– –
-8,879
Closed -$449K
BKNG icon
581
Booking.com
BKNG
$161B
– –
-200,225
Closed -$24.7M
CCOI icon
582
Cogent Communications
CCOI
$508M
– –
-5,040
Closed -$312K
CGNX icon
583
Cognex
CGNX
$11.3B
– –
-31,751
Closed -$1.35M
CHWY icon
584
Chewy
CHWY
$9.63B
– –
-13,371
Closed -$244K
CMG icon
585
Chipotle Mexican Grill
CMG
$41.5B
– –
-272,200
Closed -$9.97M
CRL icon
586
Charles River Laboratories
CRL
$12.8B
– –
-8,963
Closed -$1.76M
CWT icon
587
California Water Service
CWT
$3.12B
– –
-7,700
Closed -$364K
DECK icon
588
Deckers Outdoor
DECK
$13.3B
– –
-28,698
Closed -$2.46M
DPZ icon
589
Domino's
DPZ
$11.6B
– –
-7,056
Closed -$2.67M
EG icon
590
Everest Group
EG
$14.4B
– –
-7,481
Closed -$2.78M
ERIE icon
591
Erie Indemnity
ERIE
$13.2B
– –
-5,786
Closed -$1.7M
FCNCA icon
592
First Citizens BancShares
FCNCA
$25.3B
– –
-2,260
Closed -$3.12M
FDS icon
593
Factset
FDS
$10.2B
– –
-7,789
Closed -$3.41M
FHN icon
594
First Horizon
FHN
$12.1B
– –
-89,632
Closed -$988K
FICO icon
595
Fair Isaac
FICO
$22.5B
– –
-5,194
Closed -$4.51M
FUTU icon
596
Futu Holdings
FUTU
$15.3B
– –
-9,236
Closed -$534K
GNRC icon
597
Generac Holdings
GNRC
$12.5B
– –
-12,003
Closed -$1.31M
GWW icon
598
W.W. Grainger
GWW
$60.2B
– –
-9,428
Closed -$6.52M
HII icon
599
Huntington Ingalls Industries
HII
$12.8B
– –
-5,209
Closed -$1.07M
HR icon
600
Healthcare Realty
HR
$6.84B
– –
-99,546
Closed -$1.52M
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 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.