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
-2.57%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.61B
AUM Growth
-$31M
Cap. Flow
+$246M
Cap. Flow %
3.24%
Top 10 Hldgs %
29.29%
Holding
645
New
7
Increased
510
Reduced
81
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$16.5M
2
MSFT icon
Microsoft
MSFT
+$16M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.7M
4
AMZN icon
Amazon
AMZN
+$8.35M
5
NVDA icon
NVIDIA
NVDA
+$7.67M

Top Sells

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$8.95M
2
CSX icon
CSX Corp
CSX
+$4.41M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.48M
4
NSC icon
Norfolk Southern
NSC
+$3.17M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.99M

Sector Composition

Rank Sector Weight
1 Technology 29.14%
2 Healthcare 13.21%
3 Financials 11.81%
4 Consumer Discretionary 11.05%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TJX icon
76
TJX Companies
TJX
$178B
$19.9M 0.26%
224,145
+5,488
+3% +$483K
BLK icon
77
Blackrock
BLK
$176B
$19.5M 0.26%
30,128
+1,108
+4% +$774K
AXP icon
78
American Express
AXP
$230B
$19.2M 0.25%
128,780
+5,209
+4% +$852K
SYK icon
79
Stryker
SYK
$130B
$19.2M 0.25%
70,138
+2,331
+3% +$668K
REGN icon
80
Regeneron Pharmaceuticals
REGN
$80.8B
$18.7M 0.25%
22,760
+1,859
+9% +$1.46M
MRSH
81
Marsh
MRSH
$91.5B
$18.7M 0.25%
98,376
+3,822
+4% +$733K
VRTX icon
82
Vertex Pharmaceuticals
VRTX
$126B
$18.4M 0.24%
52,943
+1,703
+3% +$596K
MDLZ icon
83
Mondelez International
MDLZ
$79.9B
$18.3M 0.24%
264,098
+5,443
+2% +$392K
ADI icon
84
Analog Devices
ADI
$190B
$18.2M 0.24%
103,988
+2,445
+2% +$451K
CVS icon
85
CVS Health
CVS
$122B
$17.9M 0.24%
256,233
+8,331
+3% +$590K
LRCX icon
86
Lam Research
LRCX
$390B
$17.5M 0.23%
278,810
+6,420
+2% +$422K
CI icon
87
Cigna
CI
$74.6B
$17.4M 0.23%
60,795
+1,835
+3% +$523K
SLB icon
88
SLB Ltd
SLB
$75B
$17.2M 0.23%
294,986
+10,481
+4% +$608K
C icon
89
Citigroup
C
$226B
$16.6M 0.22%
402,548
+14,530
+4% +$638K
UBER icon
90
Uber
UBER
$153B
$16.5M 0.22%
359,129
+15,205
+4% +$695K
SCHW
91
Charles Schwab
SCHW
$187B
$16.5M 0.22%
300,471
+9,045
+3% +$547K
ZTS icon
92
Zoetis
ZTS
$30B
$16.4M 0.22%
94,495
+3,975
+4% +$722K
PGR icon
93
Progressive
PGR
$125B
$15.9M 0.21%
114,351
+3,588
+3% +$472K
TMUS icon
94
T-Mobile US
TMUS
$190B
$15.8M 0.21%
112,518
-3,521
-3% -$488K
CSX icon
95
CSX Corp
CSX
$93.1B
$15.7M 0.21%
510,405
-139,344
-21% -$4.41M
BSX icon
96
Boston Scientific
BSX
$71.5B
$15.6M 0.2%
294,621
+8,564
+3% +$449K
EOG icon
97
EOG Resources
EOG
$70.7B
$15.3M 0.2%
120,878
+1,946
+2% +$248K
BX icon
98
Blackstone
BX
$110B
$15.3M 0.2%
142,454
+5,147
+4% +$536K
MU icon
99
Micron Technology
MU
$991B
$15.1M 0.2%
221,295
+3,312
+2% +$222K
CME icon
100
CME Group
CME
$94.8B
$14.8M 0.19%
73,727
+1,948
+3% +$387K
2 3
4
5 6

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
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

IFM Investors's Q3 2023 Portfolio in Review

As of Q3 2023, IFM Investors held 645 positions worth $7.61B, down 0.41% from $7.64B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

IFM Investors deployed $246M of net new capital in Q3 2023, opening 7 new positions and adding to 510 existing holdings. Its largest new stake was Kenvue: 308,759 shares worth $6.2M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Union Pacific, an estimated $8.95M trimmed.

  • IFM Investors's largest Q3 2023 buy was Kenvue: 308,759 shares worth $6.2M.
  • IFM Investors added most to Apple in Q3 2023, an estimated $16.5M increase.
  • IFM Investors's biggest Q3 2023 reduction was Union Pacific, cutting an estimated $8.95M.
  • IFM Investors fully exited Black Knight, Inc. Common Stock in Q3 2023, selling an estimated $1.59M.
  • IFM Investors's ten largest holdings make up 29% of its $7.61B portfolio in Q3 2023.
  • IFM Investors opened 7 new positions and closed 5 in Q3 2023.
  • IFM Investors's portfolio value fell 0.41% quarter-over-quarter to $7.61B.

Based on IFM Investors's 13F filing for Q3 2023, filed 26 Oct 2023.