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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
NXRT
676
NexPoint Residential Trust
NXRT
$652M
$206K ﹤0.01%
+5,215
New +$183K
PDM
677
Piedmont Realty Trust
PDM
$1.19B
$206K ﹤0.01%
+28,363
New +$197K
PGRE
678
DELISTED
Paramount Group
PGRE
$196K ﹤0.01%
+42,386
New +$196K
SVC
679
Service Properties Trust
SVC
$1.07B
$195K ﹤0.01%
+7,580
New +$218K
BDN
680
Brandywine Realty Trust
BDN
$554M
$174K ﹤0.01%
+38,935
New +$177K
AHRT
681
AH Realty Trust
AHRT
$517M
$169K ﹤0.01%
+15,244
New +$166K
HPP
682
Hudson Pacific Properties
HPP
$779M
$151K ﹤0.01%
+4,489
New +$169K
INN
683
Summit Hotel Properties
INN
$700M
$144K ﹤0.01%
+24,110
New +$148K
HE icon
684
Hawaiian Electric Industries
HE
$2.14B
$138K ﹤0.01%
15,302
– –
IQ icon
685
iQIYI
IQ
$1.28B
$85.6K ﹤0.01%
23,325
– –
UNIT
686
Uniti Group
UNIT
$2.32B
$79.1K ﹤0.01%
27,087
– –
BILL icon
687
BILL Holdings
BILL
$4.78B
– –
-18,378
Closed -$1.26M
BWA icon
688
BorgWarner
BWA
$13.9B
– –
-50,241
Closed -$1.75M
DAR icon
689
Darling Ingredients
DAR
$9.44B
– –
-37,546
Closed -$1.75M
DBX icon
690
Dropbox
DBX
$8.12B
– –
-48,677
Closed -$1.18M
FMC icon
691
FMC
FMC
$1.33B
– –
-31,045
Closed -$1.98M
GL icon
692
Globe Life
GL
$14.3B
– –
-19,658
Closed -$2.29M
HAS icon
693
Hasbro
HAS
$13.2B
– –
-36,377
Closed -$2.06M
LBRDK icon
694
Liberty Broadband Class C
LBRDK
$5.15B
– –
-25,677
Closed -$1.47M
LBTYK icon
695
Liberty Global Class C
LBTYK
$3.49B
– –
-55,239
Closed -$974K
LEA icon
696
Lear
LEA
$8.18B
– –
-10,350
Closed -$1.5M
LEGN icon
697
Legend Biotech
LEGN
$4.01B
– –
-3,712
Closed -$208K
MTN icon
698
Vail Resorts
MTN
$5.3B
– –
-7,664
Closed -$1.71M
RHI icon
699
Robert Half
RHI
$4.37B
– –
-26,172
Closed -$2.07M
SIRI icon
700
SiriusXM
SIRI
$10.1B
– –
-20,635
Closed -$801K
25 26 27
28
29

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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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Verition Fund Management
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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.