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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
+13.34%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.17B
AUM Growth
+$956M
Cap. Flow
+$133M
Cap. Flow %
1.45%
Top 10 Hldgs %
30.77%
Holding
627
New
56
Increased
180
Reduced
253
Closed
3

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$27.2M
2
MELI icon
Mercado Libre
MELI
+$15.2M
3
CMG icon
Chipotle Mexican Grill
CMG
+$13.8M
4
AZO icon
AutoZone
AZO
+$10.8M
5
GWW icon
W.W. Grainger
GWW
+$8.49M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$33.2M
2
SPLK
Splunk Inc
SPLK
+$4.8M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
VFC icon
VF Corp
VFC
+$1.14M

Sector Composition

Rank Sector Weight
1 Technology 30.81%
2 Healthcare 12.36%
3 Financials 12.35%
4 Consumer Discretionary 10.67%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MS icon
76
Morgan Stanley
MS
$340B
$23.4M 0.26%
249,002
-2,351
-0.9% -$207K
NKE icon
77
Nike
NKE
$61.9B
$22.6M 0.25%
240,487
-1,825
-0.8% -$186K
TJX icon
78
TJX Companies
TJX
$178B
$22.5M 0.25%
221,676
-1,001
-0.4% -$97K
DE icon
79
Deere & Co
DE
$168B
$22.2M 0.24%
54,026
-938
-2% -$360K
VRTX icon
80
Vertex Pharmaceuticals
VRTX
$126B
$21.9M 0.24%
52,453
-213
-0.4% -$90K
PM icon
81
Philip Morris
PM
$295B
$21.8M 0.24%
237,892
+24
+0% +$2.21K
REGN icon
82
Regeneron Pharmaceuticals
REGN
$80.8B
$21.7M 0.24%
22,568
-134
-0.6% -$127K
CI icon
83
Cigna
CI
$74.6B
$21.4M 0.23%
59,026
-443
-0.7% -$146K
SCHW
84
Charles Schwab
SCHW
$187B
$21.4M 0.23%
295,575
-1,290
-0.4% -$85K
UPS icon
85
United Parcel Service
UPS
$88.9B
$21.2M 0.23%
142,715
+136
+0.1% +$20.7K
BSX icon
86
Boston Scientific
BSX
$71.5B
$20.8M 0.23%
304,103
-5,247
-2% -$337K
SBUX icon
87
Starbucks
SBUX
$120B
$20.3M 0.22%
222,642
-1,630
-0.7% -$152K
ADP icon
88
Automatic Data Processing
ADP
$108B
$20.2M 0.22%
81,006
-387
-0.5% -$94.6K
ADI icon
89
Analog Devices
ADI
$190B
$20.2M 0.22%
101,918
-1,145
-1% -$220K
MRSH
90
Marsh
MRSH
$91.5B
$20M 0.22%
97,153
-444
-0.5% -$88.5K
CVS icon
91
CVS Health
CVS
$122B
$20M 0.22%
250,720
-899
-0.4% -$68.7K
FISV
92
Fiserv Inc
FISV
$27.9B
$19.8M 0.22%
123,932
-1,296
-1% -$189K
GILD icon
93
Gilead Sciences
GILD
$165B
$19.7M 0.21%
268,720
-1,760
-0.7% -$135K
KLAC icon
94
KLA
KLAC
$259B
$19.7M 0.21%
281,760
-1,330
-0.5% -$85.4K
BX icon
95
Blackstone
BX
$110B
$18.4M 0.2%
140,327
-553
-0.4% -$69.1K
MDLZ icon
96
Mondelez International
MDLZ
$79.9B
$18.4M 0.2%
262,652
-1,446
-0.5% -$106K
PANW icon
97
Palo Alto Networks
PANW
$297B
$18.2M 0.2%
128,372
+3,544
+3% +$559K
WM icon
98
Waste Management
WM
$91B
$18M 0.2%
84,585
-559
-0.7% -$110K
CSX icon
99
CSX Corp
CSX
$93.1B
$18M 0.2%
485,994
-15,483
-3% -$565K
SNPS icon
100
Synopsys
SNPS
$79.7B
$18M 0.2%
31,492
-202
-0.6% -$111K
2 3
4
5 6

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IFM Investors's Q1 2024 Portfolio in Review

As of Q1 2024, IFM Investors held 627 positions worth $9.17B, up 12% from $8.21B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

IFM Investors's Q1 2024 filing shows 56 new, 180 increased, 253 reduced and 3 closed positions. Its largest new stake was Booking.com: 190,900 shares worth $27.7M. The largest sale was Apple, an estimated $33.2M.

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

  • IFM Investors's largest Q1 2024 buy was Booking.com: 190,900 shares worth $27.7M.
  • IFM Investors added most to NextEra Energy in Q1 2024, an estimated $2.66M increase.
  • IFM Investors's biggest Q1 2024 reduction was Apple, cutting an estimated $33.2M.
  • IFM Investors fully exited Splunk Inc in Q1 2024, selling an estimated $4.8M.
  • IFM Investors's ten largest holdings make up 31% of its $9.17B portfolio in Q1 2024.
  • IFM Investors opened 56 new positions and closed 3 in Q1 2024.
  • IFM Investors's portfolio value rose 12% quarter-over-quarter to $9.17B.

Based on IFM Investors's 13F filing for Q1 2024, filed 22 Apr 2024.