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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
OGS icon
626
ONE Gas
OGS
$5.04B
$553K 0.01%
7,434
-413
-5% -$28.4K
TME icon
627
Tencent Music
TME
$15.6B
$531K 0.01%
44,041
– –
TXNM
628
TXNM Energy Inc
TXNM
$5.94B
$520K 0.01%
11,883
-660
-5% -$26.8K
SR icon
629
Spire
SR
$4.85B
$507K ﹤0.01%
7,536
– –
AHR icon
630
American Healthcare REIT
AHR
$10.9B
$496K ﹤0.01%
+18,988
New +$370K
ALE
631
DELISTED
Allete
ALE
$492K ﹤0.01%
7,665
-426
-5% -$27.1K
SHO icon
632
Sunstone Hotel Investors
SHO
$2.06B
$484K ﹤0.01%
46,922
-15
-0% -$153
NWE icon
633
NorthWestern Energy
NWE
$4.43B
$466K ﹤0.01%
8,136
-403
-5% -$21.5K
LUV icon
634
Southwest Airlines
LUV
$23B
$464K ﹤0.01%
15,645
-5,567
-26% -$154K
ROIC
635
DELISTED
Retail Opportunity Investments Corp.
ROIC
$452K ﹤0.01%
28,748
+272
+1% +$3.97K
IVT icon
636
InvenTrust Properties
IVT
$2.59B
$448K ﹤0.01%
15,805
+150
+1% +$4.16K
MGEE icon
637
MGE Energy Inc
MGEE
$3.08B
$440K ﹤0.01%
4,811
-243
-5% -$20.8K
HTHT icon
638
Huazhu Hotels Group
HTHT
$13B
$436K ﹤0.01%
11,730
– –
DRH icon
639
Diamondrock Hospitality Co
DRH
$2.56B
$426K ﹤0.01%
48,800
+463
+1% +$3.9K
CWT icon
640
California Water Service
CWT
$3.12B
$414K ﹤0.01%
7,639
-367
-5% -$19.5K
AWR icon
641
American States Water
AWR
$3.46B
$410K ﹤0.01%
4,920
-273
-5% -$22K
IRDM icon
642
Iridium Communications
IRDM
$5.29B
$408K ﹤0.01%
13,402
-404
-3% -$11K
AVA icon
643
Avista
AVA
$3.24B
$400K ﹤0.01%
10,332
-574
-5% -$21.7K
GNL icon
644
Global Net Lease
GNL
$1.95B
$390K ﹤0.01%
46,334
– –
CCOI icon
645
Cogent Communications
CCOI
$508M
$384K ﹤0.01%
5,060
+82
+2% +$5.65K
PEB icon
646
Pebblebrook Hotel Trust
PEB
$2.05B
$366K ﹤0.01%
27,697
+263
+1% +$3.46K
LTC
647
LTC Properties
LTC
$2.15B
$366K ﹤0.01%
9,962
+95
+1% +$3.44K
GTY
648
Getty Realty Corp
GTY
$2.07B
$363K ﹤0.01%
11,416
– –
CPK icon
649
Chesapeake Utilities
CPK
$3.21B
$362K ﹤0.01%
+2,918
New +$341K
ELME
650
Elme Communities
ELME
$144M
$359K ﹤0.01%
20,412
+194
+1% +$3.3K
24 25
26
27 28

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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 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.