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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
+7.19%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$10.4B
AUM Growth
+$560M
Cap. Flow
-$18.3M
Cap. Flow %
-0.18%
Top 10 Hldgs %
32.38%
Holding
696
New
10
Increased
270
Reduced
348
Closed
15

Top Buys

Rank Stock Value
1
FERG icon
Ferguson
FERG
+$8.98M
2
UNP icon
Union Pacific
UNP
+$7.53M
3
CSX icon
CSX Corp
CSX
+$3.17M
4
NSC icon
Norfolk Southern
NSC
+$2.61M
5
PPG icon
PPG Industries
PPG
+$2.49M

Top Sells

Rank Stock Value
1
SMCI icon
Super Micro Computer
SMCI
+$8.62M
2
NVDA icon
NVIDIA
NVDA
+$7.43M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.13M
4
NEE icon
NextEra Energy
NEE
+$3.97M
5
SO icon
Southern Company
SO
+$2.96M

Sector Composition

Rank Sector Weight
1 Technology 31.29%
2 Financials 11.71%
3 Healthcare 11.43%
4 Consumer Discretionary 10.17%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
51
Intuitive Surgical
ISRG
$134B
$36.8M 0.35%
74,988
-97
-0.1% -$45.2K
AMGN icon
52
Amgen
AMGN
$222B
$36M 0.35%
111,679
+171
+0.2% +$55.9K
DIS icon
53
Walt Disney
DIS
$181B
$35.3M 0.34%
367,057
-190
-0.1% -$17.5K
AMAT icon
54
Applied Materials
AMAT
$428B
$35.2M 0.34%
174,332
+2,250
+1% +$461K
CMCSA icon
55
Comcast
CMCSA
$90B
$35M 0.34%
837,993
-5,409
-0.6% -$214K
PFE icon
56
Pfizer
PFE
$153B
$34.1M 0.33%
1,178,399
-873
-0.1% -$25.5K
WELL icon
57
Welltower
WELL
$171B
$33.8M 0.32%
264,368
+9,797
+4% +$1.14M
AMT icon
58
American Tower
AMT
$80.4B
$33.7M 0.32%
145,079
-79
-0.1% -$17.5K
SPGI icon
59
S&P Global
SPGI
$120B
$33.1M 0.32%
64,117
-341
-0.5% -$169K
T icon
60
AT&T
T
$163B
$33M 0.32%
1,498,960
+42,519
+3% +$846K
AXP icon
61
American Express
AXP
$230B
$32.5M 0.31%
119,719
-1,272
-1% -$317K
GS icon
62
Goldman Sachs
GS
$303B
$32.3M 0.31%
65,174
-379
-0.6% -$185K
LOW icon
63
Lowe's Companies
LOW
$125B
$31.8M 0.3%
117,268
-121
-0.1% -$29.3K
BKNG icon
64
Booking.com
BKNG
$161B
$31.5M 0.3%
187,175
-2,875
-2% -$441K
PM icon
65
Philip Morris
PM
$295B
$30.6M 0.29%
251,741
+1,026
+0.4% +$119K
PGR icon
66
Progressive
PGR
$125B
$30M 0.29%
118,283
+87
+0.1% +$20.2K
SO icon
67
Southern Company
SO
$107B
$29.7M 0.29%
329,655
-34,681
-10% -$2.96M
UBER icon
68
Uber
UBER
$153B
$28.2M 0.27%
374,924
-2,583
-0.7% -$182K
BLK icon
69
Blackrock
BLK
$176B
$28M 0.27%
29,489
-2
-0% -$1.73K
DUK icon
70
Duke Energy
DUK
$97.3B
$26.7M 0.26%
231,209
-26,199
-10% -$2.92M
TJX icon
71
TJX Companies
TJX
$178B
$26.1M 0.25%
221,844
-354
-0.2% -$40.6K
ELV icon
72
Elevance Health
ELV
$85.5B
$26.1M 0.25%
50,132
+978
+2% +$522K
COP icon
73
ConocoPhillips
COP
$141B
$26.1M 0.25%
247,562
-798
-0.3% -$87.6K
PSA icon
74
Public Storage
PSA
$61.3B
$26M 0.25%
71,381
-102
-0.1% -$33.1K
BSX icon
75
Boston Scientific
BSX
$71.5B
$25.9M 0.25%
309,327
+1,597
+0.5% +$126K
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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Verition Fund Management
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NMO
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IFM Investors's Q3 2024 Portfolio in Review

As of Q3 2024, IFM Investors held 696 positions worth $10.4B, up 5.7% from $9.86B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Trading was light in Q3 2024: portfolio turnover was 3.6%. IFM Investors opened 10 new positions and exited 15, leaving the 696-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Financials and Healthcare.

  • IFM Investors's largest Q3 2024 buy was Ferguson: 44,312 shares worth $8.8M.
  • IFM Investors added most to Union Pacific in Q3 2024, an estimated $7.53M increase.
  • IFM Investors's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $7.43M.
  • IFM Investors fully exited Super Micro Computer in Q3 2024, selling an estimated $8.62M.
  • IFM Investors's ten largest holdings make up 32% of its $10.4B portfolio in Q3 2024.
  • IFM Investors opened 10 new positions and closed 15 in Q3 2024.
  • IFM Investors's portfolio value rose 5.7% quarter-over-quarter to $10.4B.

Based on IFM Investors's 13F filing for Q3 2024, filed 23 Oct 2024.