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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
LUV icon
626
Southwest Airlines
LUV
$23B
$607K 0.01%
21,212
-5,356
-20% -$149K
MPT
627
Medical Properties Trust
MPT
$2.81B
$595K 0.01%
+138,004
New +$661K
BEKE icon
628
KE Holdings
BEKE
$18.8B
$549K 0.01%
38,797
+4,087
+12% +$64K
ZTO icon
629
ZTO Express
ZTO
$17.9B
$534K 0.01%
25,740
-2,780
-10% -$60.8K
FCPT icon
630
Four Corners Property Trust
FCPT
$2.75B
$522K 0.01%
+21,171
New +$510K
BKH icon
631
Black Hills Corp
BKH
$5.69B
$518K 0.01%
9,531
+60
+0.6% +$3.27K
UE icon
632
Urban Edge Properties
UE
$2.73B
$511K 0.01%
+27,647
New +$475K
ALE
633
DELISTED
Allete
ALE
$504K 0.01%
8,091
+85
+1% +$5.24K
OGS icon
634
ONE Gas
OGS
$5.04B
$501K 0.01%
7,847
+200
+3% +$12.5K
DEI icon
635
Douglas Emmett
DEI
$1.96B
$496K 0.01%
+37,267
New +$505K
SHO icon
636
Sunstone Hotel Investors
SHO
$2.06B
$491K 0.01%
+46,937
New +$486K
TXNM
637
TXNM Energy Inc
TXNM
$5.94B
$464K ﹤0.01%
12,543
+666
+6% +$24.8K
SR icon
638
Spire
SR
$4.85B
$458K ﹤0.01%
7,536
+303
+4% +$18.3K
NWE icon
639
NorthWestern Energy
NWE
$4.43B
$428K ﹤0.01%
8,539
– –
AKR icon
640
Acadia Realty Trust
AKR
$2.84B
$416K ﹤0.01%
+23,213
New +$396K
DRH icon
641
Diamondrock Hospitality Co
DRH
$2.56B
$408K ﹤0.01%
+48,337
New +$421K
HTHT icon
642
Huazhu Hotels Group
HTHT
$13B
$391K ﹤0.01%
11,730
-1,838
-14% -$69.3K
CWT icon
643
California Water Service
CWT
$3.12B
$388K ﹤0.01%
8,006
– –
IVT icon
644
InvenTrust Properties
IVT
$2.59B
$388K ﹤0.01%
+15,655
New +$387K
MGEE icon
645
MGE Energy Inc
MGEE
$3.08B
$378K ﹤0.01%
5,054
– –
AVA icon
646
Avista
AVA
$3.24B
$377K ﹤0.01%
10,906
+166
+2% +$5.93K
PEB icon
647
Pebblebrook Hotel Trust
PEB
$2.05B
$377K ﹤0.01%
+27,434
New +$399K
AWR icon
648
American States Water
AWR
$3.46B
$377K ﹤0.01%
5,193
+60
+1% +$4.33K
IRDM icon
649
Iridium Communications
IRDM
$5.29B
$368K ﹤0.01%
13,806
-254
-2% -$7.15K
NIO icon
650
NIO
NIO
$11.9B
$366K ﹤0.01%
88,045
– –
24 25
26
27 28

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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 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.