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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
BBWI icon
576
Bath & Body Works
BBWI
$4.1B
$1.31M 0.01%
41,177
– –
BEN icon
577
Franklin Resources
BEN
$17.2B
$1.26M 0.01%
62,439
– –
CRBG icon
578
Corebridge Financial
CRBG
$15B
$1.22M 0.01%
41,915
+2,204
+6% +$62.3K
UHAL.B icon
579
U-Haul Holding Co Series N
UHAL.B
$12.8B
$1.21M 0.01%
16,853
– –
SEIC icon
580
SEI Investments
SEIC
$12.6B
$1.21M 0.01%
17,512
-977
-5% -$65.2K
DAL icon
581
Delta Air Lines
DAL
$60.1B
$1.21M 0.01%
23,806
-5,973
-20% -$260K
MOS icon
582
The Mosaic Company
MOS
$7.33B
$1.18M 0.01%
44,230
-19,216
-30% -$529K
BIO icon
583
Bio-Rad Laboratories Class A
BIO
$9.42B
$1.15M 0.01%
3,445
-383
-10% -$122K
FOX icon
584
Fox Class B
FOX
$23.9B
$1.13M 0.01%
29,053
+8,599
+42% +$310K
LINE
585
Lineage Inc
LINE
$9.65B
$1.12M 0.01%
+14,321
New +$1.2M
CELH icon
586
Celsius Holdings
CELH
$7.03B
$1.12M 0.01%
35,783
+919
+3% +$38.6K
PARA
587
DELISTED
Paramount Global Class B
PARA
$1.12M 0.01%
105,476
– –
OGE icon
588
OGE Energy
OGE
$9.71B
$1.09M 0.01%
26,579
-1,517
-5% -$58.9K
YUMC icon
589
Yum China
YUMC
$16.3B
$1.08M 0.01%
23,898
– –
FUTU icon
590
Futu Holdings
FUTU
$15.3B
$1.07M 0.01%
11,192
– –
IRT icon
591
Independence Realty Trust
IRT
$4.07B
$1.07M 0.01%
52,135
-17
-0% -$335
PECO icon
592
Phillips Edison & Co
PECO
$5.24B
$1.07M 0.01%
28,325
-9
-0% -$321
KRC icon
593
Kilroy Realty
KRC
$4.42B
$1.05M 0.01%
27,163
-8
-0% -$283
SLG icon
594
SL Green Realty
SLG
$3.99B
$1.05M 0.01%
15,083
-248
-2% -$15.9K
CUZ icon
595
Cousins Properties
CUZ
$4.88B
$1.04M 0.01%
35,206
-11
-0% -$296
CTRE icon
596
CareTrust REIT
CTRE
$9.74B
$1.02M 0.01%
32,908
+1,628
+5% +$46.1K
SBRA icon
597
Sabra Healthcare REIT
SBRA
$5.37B
$994K 0.01%
53,386
-17
-0% -$287
ACI icon
598
Albertsons Companies
ACI
$5.83B
$946K 0.01%
51,182
-57,138
-53% -$1.12M
MAC icon
599
Macerich
MAC
$6.92B
$914K 0.01%
50,125
+127
+0.3% +$2K
IIPR icon
600
Innovative Industrial Properties
IIPR
$1.72B
$878K 0.01%
6,520
+17
+0.3% +$2.07K
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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NMO
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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.