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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
+12.59%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$8.21B
AUM Growth
+$608M
Cap. Flow
-$238M
Cap. Flow %
-2.89%
Top 10 Hldgs %
30.42%
Holding
644
New
4
Increased
100
Reduced
262
Closed
73

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.35M
2
VLTO icon
Veralto
VLTO
+$3.58M
3
VRT icon
Vertiv
VRT
+$3.02M
4
NEM icon
Newmont
NEM
+$2.72M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.95M

Top Sells

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$24.7M
2
ATVI
Activision Blizzard
ATVI
+$14.7M
3
MELI icon
Mercado Libre
MELI
+$12M
4
AZO icon
AutoZone
AZO
+$10.1M
5
CMG icon
Chipotle Mexican Grill
CMG
+$9.97M

Sector Composition

Rank Sector Weight
1 Technology 30.61%
2 Healthcare 12.61%
3 Financials 12.16%
4 Consumer Discretionary 10.46%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
51
Caterpillar
CAT
$387B
$30.3M 0.37%
102,533
-1,754
-2% -$455K
IBM icon
52
IBM
IBM
$224B
$29.9M 0.36%
182,672
-326
-0.2% -$49.3K
NOW icon
53
ServiceNow
NOW
$129B
$29.3M 0.36%
207,170
-3,130
-1% -$395K
SPGI icon
54
S&P Global
SPGI
$120B
$28.8M 0.35%
65,423
-1,396
-2% -$551K
COP icon
55
ConocoPhillips
COP
$141B
$28.5M 0.35%
245,764
-1,130
-0.5% -$132K
AMAT icon
56
Applied Materials
AMAT
$428B
$28.1M 0.34%
173,444
+151
+0.1% +$22.2K
GE icon
57
GE Aerospace
GE
$384B
$27M 0.33%
264,676
-3,605
-1% -$334K
NKE icon
58
Nike
NKE
$61.9B
$26.3M 0.32%
242,312
-4,898
-2% -$526K
LOW icon
59
Lowe's Companies
LOW
$125B
$26.3M 0.32%
118,088
-2,879
-2% -$584K
GS icon
60
Goldman Sachs
GS
$303B
$25.4M 0.31%
65,973
-1,689
-2% -$564K
SO icon
61
Southern Company
SO
$107B
$25.2M 0.31%
359,162
-1,318
-0.4% -$90.5K
DUK icon
62
Duke Energy
DUK
$97.3B
$24.8M 0.3%
255,975
-1,993
-0.8% -$181K
ISRG icon
63
Intuitive Surgical
ISRG
$134B
$24.8M 0.3%
73,518
-796
-1% -$237K
PLD icon
64
Prologis
PLD
$133B
$24.3M 0.3%
182,259
+2,315
+1% +$263K
BLK icon
65
Blackrock
BLK
$176B
$24M 0.29%
29,518
-610
-2% -$426K
T icon
66
AT&T
T
$163B
$23.9M 0.29%
1,427,149
-21,677
-1% -$342K
AXP icon
67
American Express
AXP
$230B
$23.6M 0.29%
125,817
-2,963
-2% -$477K
MS icon
68
Morgan Stanley
MS
$340B
$23.4M 0.29%
251,353
-6,854
-3% -$548K
ELV icon
69
Elevance Health
ELV
$85.5B
$23.3M 0.28%
49,428
-487
-1% -$225K
BMY icon
70
Bristol-Myers Squibb
BMY
$132B
$22.9M 0.28%
446,644
-2,297
-0.5% -$121K
UPS icon
71
United Parcel Service
UPS
$88.9B
$22.4M 0.27%
142,579
+51
+0% +$7.71K
PM icon
72
Philip Morris
PM
$295B
$22.4M 0.27%
237,868
-959
-0.4% -$88.4K
UBER icon
73
Uber
UBER
$153B
$22.1M 0.27%
359,504
+375
+0.1% +$19.6K
DE icon
74
Deere & Co
DE
$168B
$22M 0.27%
54,964
-1,180
-2% -$445K
GILD icon
75
Gilead Sciences
GILD
$165B
$21.9M 0.27%
270,480
-3,044
-1% -$237K
1 2
3
4 5

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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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IFM Investors's Q4 2023 Portfolio in Review

As of Q4 2023, IFM Investors held 644 positions worth $8.21B, up 8% from $7.61B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

IFM Investors's Q4 2023 filing shows 4 new, 100 increased, 262 reduced and 73 closed positions. Its largest new stake was Veralto: 47,955 shares worth $3.94M. The largest sale was Booking.com, an estimated $24.7M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 29% a quarter earlier, followed by Healthcare and Financials.

  • IFM Investors's largest Q4 2023 buy was Veralto: 47,955 shares worth $3.94M.
  • IFM Investors added most to Broadcom in Q4 2023, an estimated $5.35M increase.
  • IFM Investors's biggest Q4 2023 reduction was Apple, cutting an estimated $6.65M.
  • IFM Investors fully exited Booking.com in Q4 2023, selling an estimated $24.7M.
  • IFM Investors's ten largest holdings make up 30% of its $8.21B portfolio in Q4 2023.
  • IFM Investors opened 4 new positions and closed 73 in Q4 2023.
  • IFM Investors's portfolio value rose 8% quarter-over-quarter to $8.21B.

Based on IFM Investors's 13F filing for Q4 2023, filed 12 Jan 2024.