We are live on ! Find out more
II

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
HUBS icon
601
HubSpot
HUBS
$10.5B
– –
-10,400
Closed -$5.12M
IDA icon
602
Idacorp
IDA
$8.2B
– –
-6,781
Closed -$635K
IVZ icon
603
Invesco
IVZ
$13.9B
– –
-65,513
Closed -$951K
LEGN icon
604
Legend Biotech
LEGN
$4.01B
– –
-3,712
Closed -$249K
LII icon
605
Lennox International
LII
$15.2B
– –
-6,420
Closed -$2.4M
LMT icon
606
Lockheed Martin
LMT
$136B
– –
-8,955
Closed -$3.66M
LU icon
607
Lufax Holding
LU
$1.3B
– –
-7,828
Closed -$33.2K
MELI icon
608
Mercado Libre
MELI
$92.3B
– –
-9,486
Closed -$12M
MGEE icon
609
MGE Energy Inc
MGEE
$3.08B
– –
-4,861
Closed -$333K
MHK icon
610
Mohawk Industries
MHK
$9.22B
– –
-10,447
Closed -$896K
MKL icon
611
Markel Group
MKL
$23.2B
– –
-2,218
Closed -$3.27M
MKTX icon
612
MarketAxess Holdings
MKTX
$5.72B
– –
-6,901
Closed -$1.47M
MPWR icon
613
Monolithic Power Systems
MPWR
$68.9B
– –
-8,665
Closed -$4M
MTD icon
614
Mettler-Toledo International
MTD
$28.6B
– –
-4,692
Closed -$5.2M
MTN icon
615
Vail Resorts
MTN
$5.3B
– –
-7,664
Closed -$1.7M
NVR icon
616
NVR
NVR
$17B
– –
-616
Closed -$3.67M
NWE icon
617
NorthWestern Energy
NWE
$4.43B
– –
-8,018
Closed -$385K
OGS icon
618
ONE Gas
OGS
$5.04B
– –
-7,354
Closed -$502K
PCTY icon
619
Paylocity
PCTY
$7.98B
– –
-9,449
Closed -$1.72M
POOL icon
620
Pool Corp
POOL
$7.5B
– –
-8,010
Closed -$2.85M
SCCO icon
621
Southern Copper
SCCO
$166B
– –
-5,125
Closed -$358K
SEDG icon
622
SolarEdge
SEDG
$1.95B
– –
-14,936
Closed -$1.93M
SEE
623
DELISTED
Sealed Air
SEE
– –
-24,459
Closed -$804K
HTO
624
H2O America
HTO
$2.62B
– –
-4,253
Closed -$256K
SMCI icon
625
Super Micro Computer
SMCI
$20.1B
– –
-93,140
Closed -$2.55M
22 23 24
25
26

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
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 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.