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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
RHP icon
576
Ryman Hospitality Properties
RHP
$7.63B
$1.35M 0.01%
+13,534
New +$1.43M
GRAB icon
577
Grab
GRAB
$14.9B
$1.34M 0.01%
376,293
+20,580
+6% +$72.2K
TRNO icon
578
Terreno Realty
TRNO
$7.49B
$1.3M 0.01%
+22,044
New +$1.27M
HEI icon
579
HEICO Corp
HEI
$51.4B
$1.28M 0.01%
5,739
– –
PCTY icon
580
Paylocity
PCTY
$7.98B
$1.25M 0.01%
9,457
– –
PNW icon
581
Pinnacle West Capital
PNW
$12.2B
$1.22M 0.01%
15,914
+100
+0.6% +$7.55K
CHRD icon
582
Chord Energy
CHRD
$7.39B
$1.21M 0.01%
+7,210
New +$1.28M
SEIC icon
583
SEI Investments
SEIC
$12.6B
$1.2M 0.01%
18,489
-1,873
-9% -$126K
PATH icon
584
UiPath
PATH
$7.8B
$1.18M 0.01%
92,870
+5,412
+6% +$93.6K
CRBG icon
585
Corebridge Financial
CRBG
$15B
$1.16M 0.01%
39,711
-884
-2% -$25.4K
AZPN
586
DELISTED
Aspen Technology Inc
AZPN
$1.15M 0.01%
5,788
+321
+6% +$66K
IOT icon
587
Samsara
IOT
$23.8B
$1.13M 0.01%
33,541
– –
EPRT icon
588
Essential Properties Realty Trust
EPRT
$6.62B
$1.12M 0.01%
+40,487
New +$1.08M
KRG icon
589
Kite Realty
KRG
$5.36B
$1.12M 0.01%
+50,110
New +$1.07M
PARA
590
DELISTED
Paramount Global Class B
PARA
$1.1M 0.01%
105,476
– –
CFLT
591
DELISTED
Confluent
CFLT
$1.09M 0.01%
37,060
+2,556
+7% +$73.4K
VNO icon
592
Vornado Realty Trust
VNO
$7.38B
$1.07M 0.01%
+40,745
New +$1.04M
BIO icon
593
Bio-Rad Laboratories Class A
BIO
$9.42B
$1.05M 0.01%
3,828
-229
-6% -$66.6K
UHAL.B icon
594
U-Haul Holding Co Series N
UHAL.B
$12.8B
$1.01M 0.01%
16,853
+1,078
+7% +$67.8K
OGE icon
595
OGE Energy
OGE
$9.71B
$1M 0.01%
28,096
+177
+0.6% +$6.21K
IRT icon
596
Independence Realty Trust
IRT
$4.07B
$977K 0.01%
+52,152
New +$872K
PECO icon
597
Phillips Edison & Co
PECO
$5.24B
$927K 0.01%
+28,334
New +$924K
SLG icon
598
SL Green Realty
SLG
$3.99B
$868K 0.01%
+15,331
New +$808K
KRC icon
599
Kilroy Realty
KRC
$4.42B
$847K 0.01%
+27,171
New +$902K
WLK icon
600
Westlake Corp
WLK
$9.9B
$826K 0.01%
5,707
-1,386
-20% -$213K
22 23
24
25 26

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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
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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.