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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
-2.57%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.61B
AUM Growth
-$31M
Cap. Flow
+$246M
Cap. Flow %
3.24%
Top 10 Hldgs %
29.29%
Holding
645
New
7
Increased
510
Reduced
81
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$16.5M
2
MSFT icon
Microsoft
MSFT
+$16M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.7M
4
AMZN icon
Amazon
AMZN
+$8.35M
5
NVDA icon
NVIDIA
NVDA
+$7.67M

Top Sells

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$8.95M
2
CSX icon
CSX Corp
CSX
+$4.41M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.48M
4
NSC icon
Norfolk Southern
NSC
+$3.17M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.99M

Sector Composition

Rank Sector Weight
1 Technology 29.14%
2 Healthcare 13.21%
3 Financials 11.81%
4 Consumer Discretionary 11.05%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
51
Qualcomm
QCOM
$176B
$26.2M 0.34%
236,008
+8,576
+4% +$995K
BMY icon
52
Bristol-Myers Squibb
BMY
$132B
$26.1M 0.34%
448,941
+13,470
+3% +$825K
IBM icon
53
IBM
IBM
$224B
$25.7M 0.34%
182,998
+5,948
+3% +$846K
LOW icon
54
Lowe's Companies
LOW
$125B
$25.1M 0.33%
120,967
+2,875
+2% +$647K
BKNG icon
55
Booking.com
BKNG
$161B
$24.7M 0.32%
200,225
+4,700
+2% +$569K
SPGI icon
56
S&P Global
SPGI
$120B
$24.4M 0.32%
66,819
+2,293
+4% +$902K
AMT icon
57
American Tower
AMT
$80.4B
$24.4M 0.32%
148,242
+265
+0.2% +$48.4K
AMAT icon
58
Applied Materials
AMAT
$428B
$24M 0.32%
173,293
+4,482
+3% +$643K
GE icon
59
GE Aerospace
GE
$384B
$23.7M 0.31%
268,281
+8,174
+3% +$735K
NKE icon
60
Nike
NKE
$61.9B
$23.6M 0.31%
247,210
+9,232
+4% +$950K
NOW icon
61
ServiceNow
NOW
$129B
$23.5M 0.31%
210,300
+6,800
+3% +$776K
SO icon
62
Southern Company
SO
$107B
$23.3M 0.31%
360,480
+19,492
+6% +$1.35M
DUK icon
63
Duke Energy
DUK
$97.3B
$22.8M 0.3%
257,968
+14,004
+6% +$1.28M
UPS icon
64
United Parcel Service
UPS
$88.9B
$22.2M 0.29%
142,528
+4,133
+3% +$713K
PM icon
65
Philip Morris
PM
$295B
$22.1M 0.29%
238,827
+11,600
+5% +$1.12M
GS icon
66
Goldman Sachs
GS
$303B
$21.9M 0.29%
67,662
+2,618
+4% +$875K
T icon
67
AT&T
T
$163B
$21.8M 0.29%
1,448,826
+55,739
+4% +$817K
ELV icon
68
Elevance Health
ELV
$85.5B
$21.7M 0.29%
49,915
+1,556
+3% +$706K
ISRG icon
69
Intuitive Surgical
ISRG
$134B
$21.7M 0.29%
74,314
+2,588
+4% +$808K
DE icon
70
Deere & Co
DE
$168B
$21.2M 0.28%
56,144
+1,486
+3% +$613K
MS icon
71
Morgan Stanley
MS
$340B
$21.1M 0.28%
258,207
+7,488
+3% +$650K
SBUX icon
72
Starbucks
SBUX
$120B
$20.8M 0.27%
228,122
+8,056
+4% +$791K
GILD icon
73
Gilead Sciences
GILD
$165B
$20.5M 0.27%
273,524
+9,878
+4% +$760K
PLD icon
74
Prologis
PLD
$133B
$20.2M 0.27%
179,944
+3,594
+2% +$440K
ADP icon
75
Automatic Data Processing
ADP
$108B
$20M 0.26%
83,078
+3,084
+4% +$752K
1 2
3
4 5

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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 2023 Portfolio in Review

As of Q3 2023, IFM Investors held 645 positions worth $7.61B, down 0.41% from $7.64B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

IFM Investors deployed $246M of net new capital in Q3 2023, opening 7 new positions and adding to 510 existing holdings. Its largest new stake was Kenvue: 308,759 shares worth $6.2M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Union Pacific, an estimated $8.95M trimmed.

  • IFM Investors's largest Q3 2023 buy was Kenvue: 308,759 shares worth $6.2M.
  • IFM Investors added most to Apple in Q3 2023, an estimated $16.5M increase.
  • IFM Investors's biggest Q3 2023 reduction was Union Pacific, cutting an estimated $8.95M.
  • IFM Investors fully exited Black Knight, Inc. Common Stock in Q3 2023, selling an estimated $1.59M.
  • IFM Investors's ten largest holdings make up 29% of its $7.61B portfolio in Q3 2023.
  • IFM Investors opened 7 new positions and closed 5 in Q3 2023.
  • IFM Investors's portfolio value fell 0.41% quarter-over-quarter to $7.61B.

Based on IFM Investors's 13F filing for Q3 2023, filed 26 Oct 2023.