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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
+4.6%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.84B
AUM Growth
-$584M
Cap. Flow
-$821M
Cap. Flow %
-8.34%
Top 10 Hldgs %
35.03%
Holding
685
New
4
Increased
61
Reduced
562
Closed
11

Top Buys

Rank Stock Value
1
CVNA icon
Carvana
CVNA
+$4.7M
2
SMCI icon
Super Micro Computer
SMCI
+$3.46M
3
NTNX icon
Nutanix
NTNX
+$3.04M
4
NLY icon
Annaly Capital Management
NLY
+$999K
5
HAL icon
Halliburton
HAL
+$962K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$59.3M
2
MSFT icon
Microsoft
MSFT
+$51.1M
3
AAPL icon
Apple
AAPL
+$32M
4
AMZN icon
Amazon
AMZN
+$30.9M
5
META icon
Meta Platforms (Facebook)
META
+$22M

Sector Composition

Rank Sector Weight
1 Technology 32.43%
2 Financials 12.29%
3 Consumer Discretionary 11.19%
4 Healthcare 9.93%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
51
Caterpillar
CAT
$387B
$33.2M 0.34%
91,612
-8,666
-9% -$3.36M
QCOM icon
52
Qualcomm
QCOM
$176B
$33.2M 0.34%
216,093
-18,047
-8% -$2.95M
GE icon
53
GE Aerospace
GE
$384B
$32.7M 0.33%
196,234
-19,774
-9% -$3.53M
AXP icon
54
American Express
AXP
$230B
$32.7M 0.33%
110,017
-9,702
-8% -$2.79M
WELL icon
55
Welltower
WELL
$171B
$32.5M 0.33%
257,764
-6,604
-2% -$867K
T icon
56
AT&T
T
$163B
$31.2M 0.32%
1,369,905
-129,055
-9% -$2.9M
DHR icon
57
Danaher
DHR
$144B
$30.4M 0.31%
132,408
-14,734
-10% -$3.62M
SPGI icon
58
S&P Global
SPGI
$120B
$29.2M 0.3%
58,631
-5,486
-9% -$2.78M
PFE icon
59
Pfizer
PFE
$153B
$28.9M 0.29%
1,088,209
-90,190
-8% -$2.45M
CMCSA icon
60
Comcast
CMCSA
$90B
$28.9M 0.29%
768,888
-69,105
-8% -$2.87M
MS icon
61
Morgan Stanley
MS
$340B
$28.6M 0.29%
227,449
-20,982
-8% -$2.58M
PLTR icon
62
Palantir
PLTR
$413B
$28.4M 0.29%
375,190
-31,491
-8% -$1.83M
PM icon
63
Philip Morris
PM
$295B
$27.8M 0.28%
230,668
-21,073
-8% -$2.66M
BLK icon
64
Blackrock
BLK
$176B
$27.5M 0.28%
26,793
-2,696
-9% -$2.74M
AMGN icon
65
Amgen
AMGN
$222B
$26.7M 0.27%
102,538
-9,141
-8% -$2.71M
LOW icon
66
Lowe's Companies
LOW
$125B
$26.6M 0.27%
107,807
-9,461
-8% -$2.53M
PGR icon
67
Progressive
PGR
$125B
$26.2M 0.27%
109,506
-8,777
-7% -$2.21M
AMAT icon
68
Applied Materials
AMAT
$428B
$26M 0.26%
160,103
-14,229
-8% -$2.58M
SO icon
69
Southern Company
SO
$107B
$25.5M 0.26%
310,363
-19,292
-6% -$1.69M
BSX icon
70
Boston Scientific
BSX
$71.5B
$25.4M 0.26%
284,565
-24,762
-8% -$2.18M
C icon
71
Citigroup
C
$226B
$25.2M 0.26%
358,120
-30,226
-8% -$2.04M
AMT icon
72
American Tower
AMT
$80.4B
$25.1M 0.26%
136,816
-8,263
-6% -$1.71M
TJX icon
73
TJX Companies
TJX
$178B
$24.4M 0.25%
202,142
-19,702
-9% -$2.35M
COP icon
74
ConocoPhillips
COP
$141B
$24.1M 0.25%
243,262
-4,300
-2% -$457K
DLR icon
75
Digital Realty Trust
DLR
$71.7B
$24M 0.24%
135,470
-3,003
-2% -$533K
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
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GF
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Verition Fund Management
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NMO
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IFM Investors's Q4 2024 Portfolio in Review

As of Q4 2024, IFM Investors held 685 positions worth $9.84B, down 5.6% from $10.4B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors withdrew a net $821M in Q4 2024, closing 11 positions and reducing 562 holdings. Its most notable exit was Marathon Oil Corporation, an estimated $2.86M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, IFM Investors opened a new position in Carvana worth $4.26M.

  • IFM Investors's largest Q4 2024 buy was Carvana: 104,630 shares worth $4.26M.
  • IFM Investors added most to Annaly Capital Management in Q4 2024, an estimated $999K increase.
  • IFM Investors's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $59.3M.
  • IFM Investors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $2.86M.
  • IFM Investors's ten largest holdings make up 35% of its $9.84B portfolio in Q4 2024.
  • IFM Investors opened 4 new positions and closed 11 in Q4 2024.
  • IFM Investors's portfolio value fell 5.6% quarter-over-quarter to $9.84B.

Based on IFM Investors's 13F filing for Q4 2024, filed 29 Apr 2025.