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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
+13.34%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.17B
AUM Growth
+$956M
Cap. Flow
+$133M
Cap. Flow %
1.45%
Top 10 Hldgs %
30.77%
Holding
627
New
56
Increased
180
Reduced
253
Closed
3

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$27.2M
2
MELI icon
Mercado Libre
MELI
+$15.2M
3
CMG icon
Chipotle Mexican Grill
CMG
+$13.8M
4
AZO icon
AutoZone
AZO
+$10.8M
5
GWW icon
W.W. Grainger
GWW
+$8.49M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$33.2M
2
SPLK
Splunk Inc
SPLK
+$4.8M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
VFC icon
VF Corp
VFC
+$1.14M

Sector Composition

Rank Sector Weight
1 Technology 30.81%
2 Healthcare 12.36%
3 Financials 12.35%
4 Consumer Discretionary 10.67%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXN icon
51
Texas Instruments
TXN
$261B
$33.8M 0.37%
193,760
-1,122
-0.6% -$187K
PFE icon
52
Pfizer
PFE
$153B
$32.2M 0.35%
1,160,809
+4,393
+0.4% +$122K
NOW icon
53
ServiceNow
NOW
$129B
$31.5M 0.34%
206,520
-650
-0.3% -$98.5K
COP icon
54
ConocoPhillips
COP
$141B
$31M 0.34%
243,940
-1,824
-0.7% -$208K
AMGN icon
55
Amgen
AMGN
$222B
$30.7M 0.34%
108,080
-72
-0.1% -$21.1K
LOW icon
56
Lowe's Companies
LOW
$125B
$29.8M 0.33%
117,137
-951
-0.8% -$219K
ISRG icon
57
Intuitive Surgical
ISRG
$134B
$29.1M 0.32%
73,016
-502
-0.7% -$190K
AMT icon
58
American Tower
AMT
$80.4B
$28.5M 0.31%
144,425
-2,503
-2% -$499K
UBER icon
59
Uber
UBER
$153B
$28.1M 0.31%
364,531
+5,027
+1% +$361K
AXP icon
60
American Express
AXP
$230B
$27.8M 0.3%
122,196
-3,621
-3% -$751K
BKNG icon
61
Booking.com
BKNG
$161B
$27.7M 0.3%
+190,900
New +$27.2M
SPGI icon
62
S&P Global
SPGI
$120B
$27.6M 0.3%
64,913
-510
-0.8% -$221K
GS icon
63
Goldman Sachs
GS
$303B
$27.3M 0.3%
65,277
-696
-1% -$270K
LRCX icon
64
Lam Research
LRCX
$390B
$26.4M 0.29%
271,920
-3,030
-1% -$267K
SO icon
65
Southern Company
SO
$107B
$26.1M 0.29%
364,218
+5,056
+1% +$349K
MU icon
66
Micron Technology
MU
$991B
$25.5M 0.28%
216,476
-1,036
-0.5% -$93.8K
ELV icon
67
Elevance Health
ELV
$85.5B
$25.4M 0.28%
49,048
-380
-0.8% -$189K
DUK icon
68
Duke Energy
DUK
$97.3B
$25M 0.27%
258,224
+2,249
+0.9% +$213K
SYK icon
69
Stryker
SYK
$130B
$25M 0.27%
69,771
-64
-0.1% -$21.5K
T icon
70
AT&T
T
$163B
$24.9M 0.27%
1,415,475
-11,674
-0.8% -$199K
C icon
71
Citigroup
C
$226B
$24.7M 0.27%
390,857
-8,541
-2% -$475K
BLK icon
72
Blackrock
BLK
$176B
$24.5M 0.27%
29,335
-183
-0.6% -$147K
BMY icon
73
Bristol-Myers Squibb
BMY
$132B
$23.9M 0.26%
440,663
-5,981
-1% -$305K
PGR icon
74
Progressive
PGR
$125B
$23.7M 0.26%
114,714
+196
+0.2% +$36.4K
PLD icon
75
Prologis
PLD
$133B
$23.5M 0.26%
180,392
-1,867
-1% -$244K
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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GF
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NMO
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IFM Investors's Q1 2024 Portfolio in Review

As of Q1 2024, IFM Investors held 627 positions worth $9.17B, up 12% from $8.21B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

IFM Investors's Q1 2024 filing shows 56 new, 180 increased, 253 reduced and 3 closed positions. Its largest new stake was Booking.com: 190,900 shares worth $27.7M. The largest sale was Apple, an estimated $33.2M.

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

  • IFM Investors's largest Q1 2024 buy was Booking.com: 190,900 shares worth $27.7M.
  • IFM Investors added most to NextEra Energy in Q1 2024, an estimated $2.66M increase.
  • IFM Investors's biggest Q1 2024 reduction was Apple, cutting an estimated $33.2M.
  • IFM Investors fully exited Splunk Inc in Q1 2024, selling an estimated $4.8M.
  • IFM Investors's ten largest holdings make up 31% of its $9.17B portfolio in Q1 2024.
  • IFM Investors opened 56 new positions and closed 3 in Q1 2024.
  • IFM Investors's portfolio value rose 12% quarter-over-quarter to $9.17B.

Based on IFM Investors's 13F filing for Q1 2024, filed 22 Apr 2024.