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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
EPR icon
601
EPR Properties
EPR
$4.77B
$771K 0.01%
17,415
– –
NU icon
602
Nu Holdings
NU
$66.9B
$759K 0.01%
73,251
-27,747
-27% -$369K
HIW icon
603
Highwoods Properties
HIW
$3.47B
$744K 0.01%
24,341
+103
+0.4% +$3.35K
BNL icon
604
Broadstone Net Lease
BNL
$4.02B
$692K 0.01%
43,641
– –
DEI icon
605
Douglas Emmett
DEI
$1.96B
$691K 0.01%
37,255
– –
DINO icon
606
HF Sinclair
DINO
$14.5B
$672K 0.01%
19,182
+1,515
+9% +$62K
NHI icon
607
National Health Investors
NHI
$3.65B
$669K 0.01%
9,656
– –
PK icon
608
Park Hotels & Resorts
PK
$2.97B
$664K 0.01%
47,223
-1,043
-2% -$15.3K
AKR icon
609
Acadia Realty Trust
AKR
$2.84B
$652K 0.01%
26,976
+3,181
+13% +$78K
BVN icon
610
Compañía de Minas Buenaventura
BVN
$8.67B
$626K 0.01%
54,298
+2,130
+4% +$27.3K
UE icon
611
Urban Edge Properties
UE
$2.73B
$623K 0.01%
28,995
+764
+3% +$17K
NSA
612
DELISTED
National Storage Affiliates Trust
NSA
$615K 0.01%
16,213
+240
+2% +$10.3K
FCPT icon
613
Four Corners Property Trust
FCPT
$2.75B
$603K 0.01%
22,212
+1,047
+5% +$29.9K
POR icon
614
Portland General Electric
POR
$5.77B
$600K 0.01%
13,765
+352
+3% +$16.4K
TXNM
615
TXNM Energy Inc
TXNM
$5.94B
$584K 0.01%
11,883
– –
SHO icon
616
Sunstone Hotel Investors
SHO
$2.06B
$556K 0.01%
46,922
– –
MPT
617
Medical Properties Trust
MPT
$2.81B
$545K 0.01%
137,960
– –
LXP icon
618
LXP Industrial Trust
LXP
$3.57B
$544K 0.01%
13,410
– –
BKH icon
619
Black Hills Corp
BKH
$5.69B
$543K 0.01%
9,271
+218
+2% +$13.3K
IVT icon
620
InvenTrust Properties
IVT
$2.59B
$538K 0.01%
17,845
+2,040
+13% +$61.4K
WLK icon
621
Westlake Corp
WLK
$9.9B
$531K 0.01%
4,629
– –
LUV icon
622
Southwest Airlines
LUV
$23B
$526K 0.01%
15,645
– –
BEKE icon
623
KE Holdings
BEKE
$18.8B
$518K 0.01%
28,139
-10,658
-27% -$220K
OGS icon
624
ONE Gas
OGS
$5.04B
$515K 0.01%
7,434
– –
SR icon
625
Spire
SR
$4.85B
$511K 0.01%
7,536
– –
23 24
25
26 27

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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 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.