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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
+13.34%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.17B
AUM Growth
+$956M
Cap. Flow
+$133M
Cap. Flow %
1.45%
Top 10 Hldgs %
30.77%
Holding
627
New
56
Increased
180
Reduced
253
Closed
3

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$27.2M
2
MELI icon
Mercado Libre
MELI
+$15.2M
3
CMG icon
Chipotle Mexican Grill
CMG
+$13.8M
4
AZO icon
AutoZone
AZO
+$10.8M
5
GWW icon
W.W. Grainger
GWW
+$8.49M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$33.2M
2
SPLK
Splunk Inc
SPLK
+$4.8M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
VFC icon
VF Corp
VFC
+$1.14M

Sector Composition

Rank Sector Weight
1 Technology 30.81%
2 Healthcare 12.36%
3 Financials 12.35%
4 Consumer Discretionary 10.67%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DBX icon
576
Dropbox
DBX
$8.12B
$1.18M 0.01%
48,677
– –
PNW icon
577
Pinnacle West Capital
PNW
$12.2B
$1.18M 0.01%
15,814
+501
+3% +$35.3K
CRBG icon
578
Corebridge Financial
CRBG
$15B
$1.17M 0.01%
+40,595
New +$1M
AZPN
579
DELISTED
Aspen Technology Inc
AZPN
$1.17M 0.01%
+5,467
New +$1.08M
U icon
580
Unity
U
$18.9B
$1.15M 0.01%
42,953
+2,707
+7% +$85.1K
GRAB icon
581
Grab
GRAB
$14.9B
$1.12M 0.01%
355,713
+28,166
+9% +$90.3K
HEI icon
582
HEICO Corp
HEI
$51.4B
$1.1M 0.01%
5,739
– –
WLK icon
583
Westlake Corp
WLK
$9.9B
$1.08M 0.01%
+7,093
New +$999K
YUMC icon
584
Yum China
YUMC
$16.3B
$1.06M 0.01%
26,540
– –
CFLT
585
DELISTED
Confluent
CFLT
$1.05M 0.01%
34,504
– –
UHAL.B icon
586
U-Haul Holding Co Series N
UHAL.B
$12.8B
$1.05M 0.01%
15,775
+1,997
+14% +$129K
LBTYK icon
587
Liberty Global Class C
LBTYK
$3.49B
$974K 0.01%
55,239
– –
OGE icon
588
OGE Energy
OGE
$9.71B
$958K 0.01%
27,919
+884
+3% +$29.7K
SIRI icon
589
SiriusXM
SIRI
$10.1B
$801K 0.01%
20,635
+1,752
+9% +$83.3K
LSXMK
590
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$785K 0.01%
26,422
– –
LUV icon
591
Southwest Airlines
LUV
$23B
$776K 0.01%
26,568
– –
BAP icon
592
Credicorp
BAP
$30.7B
$741K 0.01%
+4,373
New +$703K
IDA icon
593
Idacorp
IDA
$8.2B
$655K 0.01%
+7,051
New +$646K
FUTU icon
594
Futu Holdings
FUTU
$15.3B
$606K 0.01%
+11,192
New +$577K
ZTO icon
595
ZTO Express
ZTO
$17.9B
$597K 0.01%
28,520
– –
POR icon
596
Portland General Electric
POR
$5.77B
$591K 0.01%
14,083
+445
+3% +$18.3K
FOX icon
597
Fox Class B
FOX
$23.9B
$585K 0.01%
20,454
– –
HTHT icon
598
Huazhu Hotels Group
HTHT
$13B
$525K 0.01%
13,568
– –
BKH icon
599
Black Hills Corp
BKH
$5.69B
$517K 0.01%
+9,471
New +$496K
SCCO icon
600
Southern Copper
SCCO
$166B
$506K 0.01%
+5,125
New +$409K
22 23
24
25 26

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IA
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AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

IFM Investors's Q1 2024 Portfolio in Review

As of Q1 2024, IFM Investors held 627 positions worth $9.17B, up 12% from $8.21B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

IFM Investors's Q1 2024 filing shows 56 new, 180 increased, 253 reduced and 3 closed positions. Its largest new stake was Booking.com: 190,900 shares worth $27.7M. The largest sale was Apple, an estimated $33.2M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

  • IFM Investors's largest Q1 2024 buy was Booking.com: 190,900 shares worth $27.7M.
  • IFM Investors added most to NextEra Energy in Q1 2024, an estimated $2.66M increase.
  • IFM Investors's biggest Q1 2024 reduction was Apple, cutting an estimated $33.2M.
  • IFM Investors fully exited Splunk Inc in Q1 2024, selling an estimated $4.8M.
  • IFM Investors's ten largest holdings make up 31% of its $9.17B portfolio in Q1 2024.
  • IFM Investors opened 56 new positions and closed 3 in Q1 2024.
  • IFM Investors's portfolio value rose 12% quarter-over-quarter to $9.17B.

Based on IFM Investors's 13F filing for Q1 2024, filed 22 Apr 2024.