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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
+5.69%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.86B
AUM Growth
+$694M
Cap. Flow
+$317M
Cap. Flow %
3.21%
Top 10 Hldgs %
33.72%
Holding
702
New
78
Increased
382
Reduced
150
Closed
16

Top Buys

Rank Stock Value
1
PLD icon
Prologis
PLD
+$24.6M
2
EQIX icon
Equinix
EQIX
+$17.3M
3
WELL icon
Welltower
WELL
+$14.4M
4
XOM icon
ExxonMobil
XOM
+$13.4M
5
DLR icon
Digital Realty Trust
DLR
+$11.4M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$12.8M
2
GE icon
GE Aerospace
GE
+$7.79M
3
GL icon
Globe Life
GL
+$2.29M
4
RHI icon
Robert Half
RHI
+$2.07M
5
HAS icon
Hasbro
HAS
+$2.06M

Sector Composition

Rank Sector Weight
1 Technology 32.64%
2 Healthcare 11.46%
3 Financials 11.31%
4 Consumer Discretionary 10%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
76
Progressive
PGR
$125B
$24.6M 0.25%
118,196
+3,482
+3% +$729K
TJX icon
77
TJX Companies
TJX
$178B
$24.5M 0.25%
222,198
+522
+0.2% +$52.6K
REGN icon
78
Regeneron Pharmaceuticals
REGN
$80.8B
$24.4M 0.25%
23,258
+690
+3% +$669K
MS icon
79
Morgan Stanley
MS
$340B
$24.3M 0.25%
250,207
+1,205
+0.5% +$115K
SYK icon
80
Stryker
SYK
$130B
$24.3M 0.25%
71,349
+1,578
+2% +$535K
KLAC icon
81
KLA
KLAC
$259B
$23.9M 0.24%
289,740
+7,980
+3% +$590K
BSX icon
82
Boston Scientific
BSX
$71.5B
$23.7M 0.24%
307,730
+3,627
+1% +$265K
ADI icon
83
Analog Devices
ADI
$190B
$23.3M 0.24%
102,162
+244
+0.2% +$52.1K
BLK icon
84
Blackrock
BLK
$176B
$23.2M 0.24%
29,491
+156
+0.5% +$122K
PANW icon
85
Palo Alto Networks
PANW
$297B
$22.6M 0.23%
133,368
+4,996
+4% +$747K
SCHW
86
Charles Schwab
SCHW
$187B
$22.3M 0.23%
302,835
+7,260
+2% +$536K
SPG icon
87
Simon Property Group
SPG
$72.3B
$21.2M 0.22%
139,882
+76,083
+119% +$11.2M
DLR icon
88
Digital Realty Trust
DLR
$71.7B
$21.1M 0.21%
138,673
+79,488
+134% +$11.4M
MRSH
89
Marsh
MRSH
$91.5B
$20.6M 0.21%
97,688
+535
+0.6% +$110K
PSA icon
90
Public Storage
PSA
$61.3B
$20.6M 0.21%
71,483
+36,480
+104% +$10.1M
DE icon
91
Deere & Co
DE
$168B
$20.2M 0.2%
53,948
-78
-0.1% -$30.4K
UPS icon
92
United Parcel Service
UPS
$88.9B
$20.1M 0.2%
147,084
+4,369
+3% +$626K
ADP icon
93
Automatic Data Processing
ADP
$108B
$19.6M 0.2%
82,173
+1,167
+1% +$287K
CI icon
94
Cigna
CI
$74.6B
$19.4M 0.2%
58,769
-257
-0.4% -$88.6K
O icon
95
Realty Income
O
$59.1B
$19.4M 0.2%
367,252
+206,679
+129% +$11M
TMUS icon
96
T-Mobile US
TMUS
$190B
$19M 0.19%
107,645
+898
+0.8% +$151K
SNPS icon
97
Synopsys
SNPS
$79.7B
$18.8M 0.19%
31,552
+60
+0.2% +$33.9K
ANET icon
98
Arista Networks
ANET
$238B
$18.6M 0.19%
212,444
+1,780
+0.8% +$132K
GILD icon
99
Gilead Sciences
GILD
$165B
$18.5M 0.19%
270,312
+1,592
+0.6% +$106K
FISV
100
Fiserv Inc
FISV
$27.9B
$18.5M 0.19%
124,085
+153
+0.1% +$23.2K
2 3
4
5 6

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UM
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FCAS
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IFM Investors's Q2 2024 Portfolio in Review

As of Q2 2024, IFM Investors held 702 positions worth $9.86B, up 7.6% from $9.17B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

IFM Investors deployed $317M of net new capital in Q2 2024, opening 78 new positions and adding to 382 existing holdings. Its largest new stake was GE Vernova: 53,494 shares worth $9.17M.

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

On the sell side, the largest reduction was GE Aerospace, an estimated $7.79M trimmed.

  • IFM Investors's largest Q2 2024 buy was GE Vernova: 53,494 shares worth $9.17M.
  • IFM Investors added most to Prologis in Q2 2024, an estimated $24.6M increase.
  • IFM Investors's biggest Q2 2024 reduction was GE Aerospace, cutting an estimated $7.79M.
  • IFM Investors fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $12.8M.
  • IFM Investors's ten largest holdings make up 34% of its $9.86B portfolio in Q2 2024.
  • IFM Investors opened 78 new positions and closed 16 in Q2 2024.
  • IFM Investors's portfolio value rose 7.6% quarter-over-quarter to $9.86B.

Based on IFM Investors's 13F filing for Q2 2024, filed 15 Aug 2024.