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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
+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
SR icon
626
Spire
SR
$4.85B
– –
-6,867
Closed -$389K
TDG icon
627
TransDigm Group
TDG
$67.7B
– –
-5,567
Closed -$4.69M
TDY icon
628
Teledyne Technologies
TDY
$32B
– –
-8,898
Closed -$3.64M
TFX icon
629
Teleflex
TFX
$5.98B
– –
-8,541
Closed -$1.68M
TPL icon
630
Texas Pacific Land
TPL
$23.5B
– –
-9,873
Closed -$2M
TYL icon
631
Tyler Technologies
TYL
$12.8B
– –
-8,866
Closed -$3.42M
UTHR icon
632
United Therapeutics
UTHR
$23.1B
– –
-7,884
Closed -$1.78M
WBS icon
633
Webster Financial
WBS
$12.8B
– –
-32,213
Closed -$1.3M
WHR icon
634
Whirlpool
WHR
$2.82B
– –
-11,433
Closed -$1.53M
WLK icon
635
Westlake Corp
WLK
$9.9B
– –
-7,093
Closed -$884K
WOLF icon
636
Wolfspeed
WOLF
$1.71B
– –
-23,641
Closed -$901K
WSO icon
637
Watsco Inc
WSO
$13.6B
– –
-6,621
Closed -$2.5M
XRAY icon
638
Dentsply Sirona
XRAY
$2.43B
– –
-40,372
Closed -$1.38M
GTM
639
ZoomInfo Technologies
GTM
$1.22B
– –
-57,823
Closed -$948K
AZPN
640
DELISTED
Aspen Technology Inc
AZPN
– –
-6,578
Closed -$1.34M
AGR
641
DELISTED
Avangrid, Inc.
AGR
– –
-9,541
Closed -$288K
SGEN
642
DELISTED
Seagen Inc. Common Stock
SGEN
– –
-27,941
Closed -$5.93M
VMW
643
DELISTED
VMware, Inc
VMW
– –
-50,071
Closed -$8.34M
ATVI
644
DELISTED
Activision Blizzard
ATVI
– –
-157,280
Closed -$14.7M
22 23 24 25
26

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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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NMO
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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.