We are live on ! Find out more
II

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
ISRG icon
51
Intuitive Surgical
ISRG
$132B
$33.4M 0.34%
75,085
+2,069
+3% +$824K
CMCSA icon
52
Comcast
CMCSA
$89.3B
$33M 0.33%
843,402
-1,570
-0.2% -$61.4K
PFE icon
53
Pfizer
PFE
$149B
$33M 0.33%
1,179,272
+18,463
+2% +$508K
NOW icon
54
ServiceNow
NOW
$121B
$32.8M 0.33%
208,395
+1,875
+0.9% +$275K
IBM icon
55
IBM
IBM
$220B
$32.3M 0.33%
186,607
+5,005
+3% +$870K
EQIX icon
56
Equinix
EQIX
$104B
$32.1M 0.33%
42,460
+22,857
+117% +$17.3M
BKNG icon
57
Booking.com
BKNG
$156B
$30.1M 0.31%
190,050
-850
-0.4% -$126K
GS icon
58
Goldman Sachs
GS
$301B
$29.7M 0.3%
65,553
+276
+0.4% +$121K
MU icon
59
Micron Technology
MU
$996B
$29.1M 0.3%
221,566
+5,090
+2% +$641K
LRCX icon
60
Lam Research
LRCX
$383B
$29M 0.29%
272,490
+570
+0.2% +$54.7K
SPGI icon
61
S&P Global
SPGI
$119B
$28.7M 0.29%
64,458
-455
-0.7% -$195K
COP icon
62
ConocoPhillips
COP
$140B
$28.4M 0.29%
248,360
+4,420
+2% +$537K
SO icon
63
Southern Company
SO
$107B
$28.3M 0.29%
364,336
+118
+0% +$8.94K
AMT icon
64
American Tower
AMT
$79.8B
$28.2M 0.29%
145,158
+733
+0.5% +$137K
AXP icon
65
American Express
AXP
$231B
$28M 0.28%
120,991
-1,205
-1% -$279K
T icon
66
AT&T
T
$162B
$27.8M 0.28%
1,456,441
+40,966
+3% +$712K
UBER icon
67
Uber
UBER
$144B
$27.4M 0.28%
377,507
+12,976
+4% +$902K
INTC icon
68
Intel
INTC
$503B
$27M 0.27%
871,679
+23,546
+3% +$772K
ELV icon
69
Elevance Health
ELV
$84.9B
$26.6M 0.27%
49,154
+106
+0.2% +$56K
WELL icon
70
Welltower
WELL
$170B
$26.5M 0.27%
254,571
+146,828
+136% +$14.4M
LOW icon
71
Lowe's Companies
LOW
$122B
$25.9M 0.26%
117,389
+252
+0.2% +$57.5K
DUK icon
72
Duke Energy
DUK
$96.6B
$25.8M 0.26%
257,408
-816
-0.3% -$81.6K
PM icon
73
Philip Morris
PM
$293B
$25.4M 0.26%
250,715
+12,823
+5% +$1.25M
VRTX icon
74
Vertex Pharmaceuticals
VRTX
$123B
$25.1M 0.25%
53,487
+1,034
+2% +$449K
C icon
75
Citigroup
C
$224B
$24.7M 0.25%
389,972
-885
-0.2% -$54.6K
1 2
3
4 5

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
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
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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.