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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
VIPS icon
651
Vipshop
VIPS
$7.53B
$355K ﹤0.01%
22,571
– –
XHR
652
Xenia Hotels & Resorts
XHR
$1.79B
$349K ﹤0.01%
23,647
+224
+1% +$3.11K
ESRT icon
653
Empire State Realty Trust
ESRT
$836M
$345K ﹤0.01%
31,133
– –
AGR
654
DELISTED
Avangrid, Inc.
AGR
$338K ﹤0.01%
9,431
-490
-5% -$17.5K
JBGS
655
JBG SMITH
JBGS
$708M
$337K ﹤0.01%
19,268
-1,116
-5% -$18.9K
SILA
656
DELISTED
Sila Realty Trust
SILA
$335K ﹤0.01%
+13,243
New +$311K
VRE
657
DELISTED
Veris Residential
VRE
$325K ﹤0.01%
18,208
+172
+1% +$2.83K
RLJ icon
658
RLJ Lodging Trust
RLJ
$1.69B
$324K ﹤0.01%
35,348
+335
+1% +$3.14K
ALEX
659
DELISTED
Alexander & Baldwin
ALEX
$324K ﹤0.01%
16,882
+160
+1% +$3.02K
SAFE
660
Safehold
SAFE
$1.15B
$315K ﹤0.01%
12,011
+113
+0.9% +$2.67K
DEA
661
Easterly Government Properties
DEA
$1.18B
$306K ﹤0.01%
9,006
+86
+1% +$2.88K
AIV
662
Aimco
AIV
$383M
$298K ﹤0.01%
32,991
+312
+1% +$2.77K
AAT
663
American Assets Trust
AAT
$1.4B
$297K ﹤0.01%
11,115
+106
+1% +$2.69K
NTST
664
NETSTREIT Corp
NTST
$2.1B
$297K ﹤0.01%
17,939
+1,001
+6% +$16.5K
UMH
665
UMH Properties
UMH
$1.36B
$294K ﹤0.01%
+14,953
New +$278K
KW
666
DELISTED
Kennedy-Wilson Holdings
KW
$291K ﹤0.01%
26,372
+250
+1% +$2.65K
PDM
667
Piedmont Realty Trust
PDM
$1.19B
$289K ﹤0.01%
28,635
+272
+1% +$2.42K
TAL icon
668
TAL Education Group
TAL
$6.87B
$279K ﹤0.01%
23,583
– –
BZ icon
669
Kanzhun
BZ
$7.36B
$258K ﹤0.01%
14,833
– –
HTO
670
H2O America
HTO
$2.62B
$252K ﹤0.01%
4,342
-166
-4% -$9.71K
CSR
671
Centerspace
CSR
$952M
$248K ﹤0.01%
3,525
+103
+3% +$7.41K
NXRT
672
NexPoint Residential Trust
NXRT
$652M
$232K ﹤0.01%
5,265
+50
+1% +$2.18K
QFIN icon
673
Qfin Holdings
QFIN
$1.61B
$227K ﹤0.01%
+7,617
New +$174K
BDN
674
Brandywine Realty Trust
BDN
$554M
$212K ﹤0.01%
38,935
– –
HE icon
675
Hawaiian Electric Industries
HE
$2.14B
$212K ﹤0.01%
21,864
+6,562
+43% +$81.3K
24 25 26
27
28

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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 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.