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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
SBRA icon
601
Sabra Healthcare REIT
SBRA
$5.37B
$822K 0.01%
+53,403
New +$763K
CUZ icon
602
Cousins Properties
CUZ
$4.88B
$815K 0.01%
+35,217
New +$810K
CTRE icon
603
CareTrust REIT
CTRE
$9.74B
$785K 0.01%
+31,280
New +$775K
MAC icon
604
Macerich
MAC
$6.92B
$772K 0.01%
+49,998
New +$765K
U icon
605
Unity
U
$18.9B
$768K 0.01%
47,260
+4,307
+10% +$92.1K
APLE icon
606
Apple Hospitality REIT
APLE
$3.82B
$765K 0.01%
+52,607
New +$784K
YUMC icon
607
Yum China
YUMC
$16.3B
$737K 0.01%
23,898
-2,642
-10% -$96.7K
FUTU icon
608
Futu Holdings
FUTU
$15.3B
$734K 0.01%
11,192
– –
EPR icon
609
EPR Properties
EPR
$4.77B
$729K 0.01%
+17,371
New +$715K
PK icon
610
Park Hotels & Resorts
PK
$2.97B
$723K 0.01%
+48,281
New +$773K
IIPR icon
611
Innovative Industrial Properties
IIPR
$1.72B
$710K 0.01%
+6,503
New +$683K
BNL icon
612
Broadstone Net Lease
BNL
$4.02B
$691K 0.01%
+43,530
New +$659K
NSA
613
DELISTED
National Storage Affiliates Trust
NSA
$686K 0.01%
+16,652
New +$628K
SKT icon
614
Tanger
SKT
$4.52B
$666K 0.01%
+24,569
New +$676K
IDA icon
615
Idacorp
IDA
$8.2B
$661K 0.01%
7,096
+45
+0.6% +$4.22K
FOX icon
616
Fox Class B
FOX
$23.9B
$655K 0.01%
20,454
– –
NHI icon
617
National Health Investors
NHI
$3.65B
$654K 0.01%
+9,659
New +$619K
CDP icon
618
COPT Defense Properties
CDP
$4.21B
$650K 0.01%
+25,980
New +$625K
HIW icon
619
Highwoods Properties
HIW
$3.47B
$637K 0.01%
+24,246
New +$621K
SITC icon
620
SITE Centers
SITC
$165M
$636K 0.01%
+56,191
New +$618K
BAP icon
621
Credicorp
BAP
$30.7B
$621K 0.01%
3,850
-523
-12% -$86.5K
TME icon
622
Tencent Music
TME
$15.6B
$619K 0.01%
44,041
+6,469
+17% +$86.9K
SCCO icon
623
Southern Copper
SCCO
$166B
$616K 0.01%
6,111
+986
+19% +$105K
POR icon
624
Portland General Electric
POR
$5.77B
$613K 0.01%
14,173
+90
+0.6% +$3.88K
LXP icon
625
LXP Industrial Trust
LXP
$3.57B
$612K 0.01%
+13,415
New +$587K
23 24
25
26 27

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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
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NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.