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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
OGS icon
601
ONE Gas
OGS
$5.04B
$493K 0.01%
+7,647
New +$469K
ALE
602
DELISTED
Allete
ALE
$477K 0.01%
+8,006
New +$470K
BEKE icon
603
KE Holdings
BEKE
$18.8B
$477K 0.01%
34,710
– –
TXNM
604
TXNM Energy Inc
TXNM
$5.94B
$447K ﹤0.01%
11,877
+376
+3% +$14K
SR icon
605
Spire
SR
$4.85B
$444K ﹤0.01%
+7,233
New +$433K
NWE icon
606
NorthWestern Energy
NWE
$4.43B
$435K ﹤0.01%
+8,539
New +$417K
TME icon
607
Tencent Music
TME
$15.6B
$420K ﹤0.01%
37,572
– –
MGEE icon
608
MGE Energy Inc
MGEE
$3.08B
$398K ﹤0.01%
+5,054
New +$354K
NIO icon
609
NIO
NIO
$11.9B
$396K ﹤0.01%
88,045
– –
AVA icon
610
Avista
AVA
$3.24B
$376K ﹤0.01%
10,740
+453
+4% +$15.4K
CWT icon
611
California Water Service
CWT
$3.12B
$372K ﹤0.01%
+8,006
New +$375K
AWR icon
612
American States Water
AWR
$3.46B
$371K ﹤0.01%
+5,133
New +$383K
IRDM icon
613
Iridium Communications
IRDM
$5.29B
$368K ﹤0.01%
14,060
-432
-3% -$14.1K
AGR
614
DELISTED
Avangrid, Inc.
AGR
$362K ﹤0.01%
+9,921
New +$324K
CCOI icon
615
Cogent Communications
CCOI
$508M
$325K ﹤0.01%
+4,978
New +$363K
VIPS icon
616
Vipshop
VIPS
$7.53B
$306K ﹤0.01%
18,504
– –
TAL icon
617
TAL Education Group
TAL
$6.87B
$268K ﹤0.01%
23,583
– –
HTO
618
H2O America
HTO
$2.62B
$250K ﹤0.01%
+4,422
New +$262K
BVN icon
619
Compañía de Minas Buenaventura
BVN
$8.67B
$237K ﹤0.01%
14,938
– –
LEGN icon
620
Legend Biotech
LEGN
$4.01B
$208K ﹤0.01%
+3,712
New +$224K
BZ icon
621
Kanzhun
BZ
$7.36B
$187K ﹤0.01%
10,658
– –
HE icon
622
Hawaiian Electric Industries
HE
$2.14B
$172K ﹤0.01%
15,302
+484
+3% +$6.15K
UNIT
623
Uniti Group
UNIT
$2.32B
$160K ﹤0.01%
27,087
-833
-3% -$4.76K
IQ icon
624
iQIYI
IQ
$1.28B
$98.7K ﹤0.01%
23,325
– –
LCID icon
625
Lucid Motors
LCID
$2.77B
– –
-22,666
Closed -$954K
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
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
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NMO
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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.