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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
EPR icon
601
EPR Properties
EPR
$4.77B
$854K 0.01%
17,415
+44
+0.3% +$2.01K
BNL icon
602
Broadstone Net Lease
BNL
$4.02B
$827K 0.01%
43,641
+111
+0.3% +$1.96K
SKT icon
603
Tanger
SKT
$4.52B
$815K 0.01%
24,561
-8
-0% -$234
HIW icon
604
Highwoods Properties
HIW
$3.47B
$812K 0.01%
24,238
-8
-0% -$245
NHI icon
605
National Health Investors
NHI
$3.65B
$812K 0.01%
9,656
-3
-0% -$231
MPT
606
Medical Properties Trust
MPT
$2.81B
$807K 0.01%
137,960
-44
-0% -$217
CDP icon
607
COPT Defense Properties
CDP
$4.21B
$788K 0.01%
25,972
-8
-0% -$228
DINO icon
608
HF Sinclair
DINO
$14.5B
$787K 0.01%
17,667
-7,885
-31% -$376K
APLE icon
609
Apple Hospitality REIT
APLE
$3.82B
$783K 0.01%
52,741
+134
+0.3% +$1.94K
BEKE icon
610
KE Holdings
BEKE
$18.8B
$772K 0.01%
38,797
– –
NSA
611
DELISTED
National Storage Affiliates Trust
NSA
$770K 0.01%
15,973
-679
-4% -$30.3K
AMTM
612
Amentum Holdings
AMTM
$6.05B
$729K 0.01%
+22,603
New +$644K
BVN icon
613
Compañía de Minas Buenaventura
BVN
$8.67B
$722K 0.01%
52,168
+37,230
+249% +$540K
WLK icon
614
Westlake Corp
WLK
$9.9B
$696K 0.01%
4,629
-1,078
-19% -$155K
IDA icon
615
Idacorp
IDA
$8.2B
$693K 0.01%
6,723
-373
-5% -$37.3K
PK icon
616
Park Hotels & Resorts
PK
$2.97B
$681K 0.01%
48,266
-15
-0% -$218
LXP icon
617
LXP Industrial Trust
LXP
$3.57B
$674K 0.01%
13,410
-5
-0% -$250
SITC icon
618
SITE Centers
SITC
$165M
$663K 0.01%
56,171
-20
-0% -$235
DEI icon
619
Douglas Emmett
DEI
$1.96B
$655K 0.01%
37,255
-12
-0% -$186
POR icon
620
Portland General Electric
POR
$5.77B
$642K 0.01%
13,413
-760
-5% -$35.6K
BAP icon
621
Credicorp
BAP
$30.7B
$627K 0.01%
3,467
-383
-10% -$65.3K
FCPT icon
622
Four Corners Property Trust
FCPT
$2.75B
$620K 0.01%
21,165
-6
-0% -$166
UE icon
623
Urban Edge Properties
UE
$2.73B
$604K 0.01%
28,231
+584
+2% +$11.7K
AKR icon
624
Acadia Realty Trust
AKR
$2.84B
$559K 0.01%
23,795
+582
+3% +$12.4K
BKH icon
625
Black Hills Corp
BKH
$5.69B
$553K 0.01%
9,053
-478
-5% -$27.9K
23 24
25
26 27

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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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Verition Fund Management
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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.