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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
+4.6%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.84B
AUM Growth
-$584M
Cap. Flow
-$821M
Cap. Flow %
-8.34%
Top 10 Hldgs %
35.03%
Holding
685
New
4
Increased
61
Reduced
562
Closed
11

Top Buys

Rank Stock Value
1
CVNA icon
Carvana
CVNA
+$4.7M
2
SMCI icon
Super Micro Computer
SMCI
+$3.46M
3
NTNX icon
Nutanix
NTNX
+$3.04M
4
NLY icon
Annaly Capital Management
NLY
+$999K
5
HAL icon
Halliburton
HAL
+$962K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$59.3M
2
MSFT icon
Microsoft
MSFT
+$51.1M
3
AAPL icon
Apple
AAPL
+$32M
4
AMZN icon
Amazon
AMZN
+$30.9M
5
META icon
Meta Platforms (Facebook)
META
+$22M

Sector Composition

Rank Sector Weight
1 Technology 32.43%
2 Financials 12.29%
3 Consumer Discretionary 11.19%
4 Healthcare 9.93%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBA
576
DELISTED
Walgreens Boots Alliance
WBA
$1.18M 0.01%
126,637
-24,890
-16% -$231K
BEN icon
577
Franklin Resources
BEN
$17.2B
$1.17M 0.01%
57,523
-4,916
-8% -$104K
CTRE icon
578
CareTrust REIT
CTRE
$9.74B
$1.16M 0.01%
42,750
+9,842
+30% +$294K
CUZ icon
579
Cousins Properties
CUZ
$4.88B
$1.15M 0.01%
37,539
+2,333
+7% +$71.6K
MOS icon
580
The Mosaic Company
MOS
$7.33B
$1.13M 0.01%
46,019
+1,789
+4% +$46.8K
SLG icon
581
SL Green Realty
SLG
$3.99B
$1.11M 0.01%
16,310
+1,227
+8% +$90.7K
KRC icon
582
Kilroy Realty
KRC
$4.42B
$1.1M 0.01%
27,108
-55
-0.2% -$2.22K
OGE icon
583
OGE Energy
OGE
$9.71B
$1.1M 0.01%
26,579
– –
MAC icon
584
Macerich
MAC
$6.92B
$1.09M 0.01%
54,782
+4,657
+9% +$90.9K
PECO icon
585
Phillips Edison & Co
PECO
$5.24B
$1.06M 0.01%
28,268
-57
-0.2% -$2.17K
BIO icon
586
Bio-Rad Laboratories Class A
BIO
$9.42B
$1.06M 0.01%
3,219
-226
-7% -$76.7K
ACI icon
587
Albertsons Companies
ACI
$5.83B
$1.04M 0.01%
53,138
+1,956
+4% +$37.1K
IRT icon
588
Independence Realty Trust
IRT
$4.07B
$1.03M 0.01%
52,030
-105
-0.2% -$2.14K
UHAL.B icon
589
U-Haul Holding Co Series N
UHAL.B
$12.8B
$1.03M 0.01%
16,102
-751
-4% -$49.4K
AHR icon
590
American Healthcare REIT
AHR
$10.9B
$995K 0.01%
35,005
+16,017
+84% +$431K
HEI icon
591
HEICO Corp
HEI
$51.4B
$990K 0.01%
4,163
-1,067
-20% -$276K
SBRA icon
592
Sabra Healthcare REIT
SBRA
$5.37B
$943K 0.01%
54,450
+1,064
+2% +$19.4K
FUTU icon
593
Futu Holdings
FUTU
$15.3B
$855K 0.01%
10,695
-497
-4% -$46.5K
HII icon
594
Huntington Ingalls Industries
HII
$12.8B
$843K 0.01%
4,463
-1,051
-19% -$227K
LINE
595
Lineage Inc
LINE
$9.65B
$842K 0.01%
14,382
+61
+0.4% +$4.15K
SKT icon
596
Tanger
SKT
$4.52B
$842K 0.01%
24,665
+104
+0.4% +$3.62K
YUMC icon
597
Yum China
YUMC
$16.3B
$835K 0.01%
17,333
-6,565
-27% -$311K
APLE icon
598
Apple Hospitality REIT
APLE
$3.82B
$810K 0.01%
52,741
– –
CDP icon
599
COPT Defense Properties
CDP
$4.21B
$807K 0.01%
26,081
+109
+0.4% +$3.46K
IDA icon
600
Idacorp
IDA
$8.2B
$774K 0.01%
7,083
+360
+5% +$39.6K
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 Q4 2024 Portfolio in Review

As of Q4 2024, IFM Investors held 685 positions worth $9.84B, down 5.6% from $10.4B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors withdrew a net $821M in Q4 2024, closing 11 positions and reducing 562 holdings. Its most notable exit was Marathon Oil Corporation, an estimated $2.86M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, IFM Investors opened a new position in Carvana worth $4.26M.

  • IFM Investors's largest Q4 2024 buy was Carvana: 104,630 shares worth $4.26M.
  • IFM Investors added most to Annaly Capital Management in Q4 2024, an estimated $999K increase.
  • IFM Investors's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $59.3M.
  • IFM Investors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $2.86M.
  • IFM Investors's ten largest holdings make up 35% of its $9.84B portfolio in Q4 2024.
  • IFM Investors opened 4 new positions and closed 11 in Q4 2024.
  • IFM Investors's portfolio value fell 5.6% quarter-over-quarter to $9.84B.

Based on IFM Investors's 13F filing for Q4 2024, filed 29 Apr 2025.