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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
+12.59%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$8.21B
AUM Growth
+$608M
Cap. Flow
-$238M
Cap. Flow %
-2.89%
Top 10 Hldgs %
30.42%
Holding
644
New
4
Increased
100
Reduced
262
Closed
73

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.35M
2
VLTO icon
Veralto
VLTO
+$3.58M
3
VRT icon
Vertiv
VRT
+$3.02M
4
NEM icon
Newmont
NEM
+$2.72M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.95M

Top Sells

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$24.7M
2
ATVI
Activision Blizzard
ATVI
+$14.7M
3
MELI icon
Mercado Libre
MELI
+$12M
4
AZO icon
AutoZone
AZO
+$10.1M
5
CMG icon
Chipotle Mexican Grill
CMG
+$9.97M

Sector Composition

Rank Sector Weight
1 Technology 30.61%
2 Healthcare 12.61%
3 Financials 12.16%
4 Consumer Discretionary 10.46%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
76
Lam Research
LRCX
$390B
$21.5M 0.26%
274,950
-3,860
-1% -$263K
SBUX icon
77
Starbucks
SBUX
$120B
$21.5M 0.26%
224,272
-3,850
-2% -$375K
VRTX icon
78
Vertex Pharmaceuticals
VRTX
$126B
$21.4M 0.26%
52,666
-277
-0.5% -$102K
SYK icon
79
Stryker
SYK
$130B
$20.9M 0.25%
69,835
-303
-0.4% -$85K
TJX icon
80
TJX Companies
TJX
$178B
$20.9M 0.25%
222,677
-1,468
-0.7% -$132K
C icon
81
Citigroup
C
$226B
$20.5M 0.25%
399,398
-3,150
-0.8% -$139K
ADI icon
82
Analog Devices
ADI
$190B
$20.5M 0.25%
103,063
-925
-0.9% -$165K
SCHW
83
Charles Schwab
SCHW
$187B
$20.4M 0.25%
296,865
-3,606
-1% -$208K
REGN icon
84
Regeneron Pharmaceuticals
REGN
$80.8B
$19.9M 0.24%
22,702
-58
-0.3% -$47.8K
CVS icon
85
CVS Health
CVS
$122B
$19.9M 0.24%
251,619
-4,614
-2% -$328K
MDLZ icon
86
Mondelez International
MDLZ
$79.9B
$19.1M 0.23%
264,098
– –
ADP icon
87
Automatic Data Processing
ADP
$108B
$19M 0.23%
81,393
-1,685
-2% -$393K
MU icon
88
Micron Technology
MU
$991B
$18.6M 0.23%
217,512
-3,783
-2% -$281K
MRSH
89
Marsh
MRSH
$91.5B
$18.5M 0.23%
97,597
-779
-0.8% -$151K
BX icon
90
Blackstone
BX
$110B
$18.4M 0.22%
140,880
-1,574
-1% -$170K
PANW icon
91
Palo Alto Networks
PANW
$297B
$18.4M 0.22%
124,828
+696
+0.6% +$93.1K
ZTS icon
92
Zoetis
ZTS
$30B
$18.3M 0.22%
92,837
-1,658
-2% -$294K
PGR icon
93
Progressive
PGR
$125B
$18.2M 0.22%
114,518
+167
+0.1% +$26.1K
BSX icon
94
Boston Scientific
BSX
$71.5B
$17.9M 0.22%
309,350
+14,729
+5% +$786K
CI icon
95
Cigna
CI
$74.6B
$17.8M 0.22%
59,469
-1,326
-2% -$387K
CSX icon
96
CSX Corp
CSX
$93.1B
$17.4M 0.21%
501,477
-8,928
-2% -$284K
TMUS icon
97
T-Mobile US
TMUS
$190B
$17.3M 0.21%
108,075
-4,443
-4% -$657K
CCI icon
98
Crown Castle
CCI
$32.2B
$16.9M 0.21%
146,362
+350
+0.2% +$35.8K
FISV
99
Fiserv Inc
FISV
$27.9B
$16.6M 0.2%
125,228
-1,470
-1% -$180K
KLAC icon
100
KLA
KLAC
$259B
$16.5M 0.2%
283,090
-490
-0.2% -$25.5K
2 3
4
5 6

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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 Q4 2023 Portfolio in Review

As of Q4 2023, IFM Investors held 644 positions worth $8.21B, up 8% from $7.61B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

IFM Investors's Q4 2023 filing shows 4 new, 100 increased, 262 reduced and 73 closed positions. Its largest new stake was Veralto: 47,955 shares worth $3.94M. The largest sale was Booking.com, an estimated $24.7M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 29% a quarter earlier, followed by Healthcare and Financials.

  • IFM Investors's largest Q4 2023 buy was Veralto: 47,955 shares worth $3.94M.
  • IFM Investors added most to Broadcom in Q4 2023, an estimated $5.35M increase.
  • IFM Investors's biggest Q4 2023 reduction was Apple, cutting an estimated $6.65M.
  • IFM Investors fully exited Booking.com in Q4 2023, selling an estimated $24.7M.
  • IFM Investors's ten largest holdings make up 30% of its $8.21B portfolio in Q4 2023.
  • IFM Investors opened 4 new positions and closed 73 in Q4 2023.
  • IFM Investors's portfolio value rose 8% quarter-over-quarter to $8.21B.

Based on IFM Investors's 13F filing for Q4 2023, filed 12 Jan 2024.