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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
VFC icon
626
VF Corp
VFC
$5.89B
– –
-60,529
Closed -$1.14M
SPLK
627
DELISTED
Splunk Inc
SPLK
– –
-31,514
Closed -$4.8M
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.