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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
+7.19%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$10.4B
AUM Growth
+$560M
Cap. Flow
-$18.3M
Cap. Flow %
-0.18%
Top 10 Hldgs %
32.38%
Holding
696
New
10
Increased
270
Reduced
348
Closed
15

Top Buys

Rank Stock Value
1
FERG icon
Ferguson
FERG
+$8.98M
2
UNP icon
Union Pacific
UNP
+$7.53M
3
CSX icon
CSX Corp
CSX
+$3.17M
4
NSC icon
Norfolk Southern
NSC
+$2.61M
5
PPG icon
PPG Industries
PPG
+$2.49M

Top Sells

Rank Stock Value
1
SMCI icon
Super Micro Computer
SMCI
+$8.62M
2
NVDA icon
NVIDIA
NVDA
+$7.43M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.13M
4
NEE icon
NextEra Energy
NEE
+$3.97M
5
SO icon
Southern Company
SO
+$2.96M

Sector Composition

Rank Sector Weight
1 Technology 31.29%
2 Financials 11.71%
3 Healthcare 11.43%
4 Consumer Discretionary 10.17%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYK icon
76
Stryker
SYK
$130B
$25.9M 0.25%
71,686
+337
+0.5% +$116K
MS icon
77
Morgan Stanley
MS
$340B
$25.9M 0.25%
248,431
-1,776
-0.7% -$179K
VRTX icon
78
Vertex Pharmaceuticals
VRTX
$126B
$24.8M 0.24%
53,422
-65
-0.1% -$31.2K
REGN icon
79
Regeneron Pharmaceuticals
REGN
$80.8B
$24.5M 0.23%
23,285
+27
+0.1% +$30K
C icon
80
Citigroup
C
$226B
$24.3M 0.23%
388,346
-1,626
-0.4% -$101K
SPG icon
81
Simon Property Group
SPG
$72.3B
$23.7M 0.23%
140,186
+304
+0.2% +$48.1K
O icon
82
Realty Income
O
$59.1B
$23.6M 0.23%
371,716
+4,464
+1% +$266K
ADI icon
83
Analog Devices
ADI
$190B
$23.5M 0.23%
101,957
-205
-0.2% -$46.2K
MU icon
84
Micron Technology
MU
$991B
$23.1M 0.22%
222,470
+904
+0.4% +$94.5K
PANW icon
85
Palo Alto Networks
PANW
$297B
$22.8M 0.22%
133,606
+238
+0.2% +$40.1K
ADP icon
86
Automatic Data Processing
ADP
$108B
$22.7M 0.22%
82,031
-142
-0.2% -$37.1K
GILD icon
87
Gilead Sciences
GILD
$165B
$22.7M 0.22%
270,605
+293
+0.1% +$22.4K
BMY icon
88
Bristol-Myers Squibb
BMY
$132B
$22.6M 0.22%
435,849
-5,728
-1% -$269K
DLR icon
89
Digital Realty Trust
DLR
$71.7B
$22.4M 0.22%
138,473
-200
-0.1% -$30.7K
KLAC icon
90
KLA
KLAC
$259B
$22.3M 0.21%
288,480
-1,260
-0.4% -$98.9K
DE icon
91
Deere & Co
DE
$168B
$22.2M 0.21%
53,260
-688
-1% -$259K
TMUS icon
92
T-Mobile US
TMUS
$190B
$22.2M 0.21%
107,621
-24
-0% -$4.59K
LRCX icon
93
Lam Research
LRCX
$390B
$22.1M 0.21%
270,650
-1,840
-0.7% -$160K
SBUX icon
94
Starbucks
SBUX
$120B
$21.9M 0.21%
224,972
+931
+0.4% +$79.9K
FISV
95
Fiserv Inc
FISV
$27.9B
$21.9M 0.21%
122,037
-2,048
-2% -$338K
BX icon
96
Blackstone
BX
$110B
$21.7M 0.21%
141,786
+416
+0.3% +$57.7K
MRSH
97
Marsh
MRSH
$91.5B
$21.6M 0.21%
96,686
-1,002
-1% -$222K
NKE icon
98
Nike
NKE
$61.9B
$21.4M 0.2%
241,537
-211
-0.1% -$16.5K
SHW icon
99
Sherwin-Williams
SHW
$89.8B
$20.8M 0.2%
54,562
+5,790
+12% +$2.02M
INTC icon
100
Intel
INTC
$513B
$20.6M 0.2%
878,882
+7,203
+0.8% +$180K
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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IFM Investors's Q3 2024 Portfolio in Review

As of Q3 2024, IFM Investors held 696 positions worth $10.4B, up 5.7% from $9.86B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Trading was light in Q3 2024: portfolio turnover was 3.6%. IFM Investors opened 10 new positions and exited 15, leaving the 696-position portfolio largely intact.

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

  • IFM Investors's largest Q3 2024 buy was Ferguson: 44,312 shares worth $8.8M.
  • IFM Investors added most to Union Pacific in Q3 2024, an estimated $7.53M increase.
  • IFM Investors's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $7.43M.
  • IFM Investors fully exited Super Micro Computer in Q3 2024, selling an estimated $8.62M.
  • IFM Investors's ten largest holdings make up 32% of its $10.4B portfolio in Q3 2024.
  • IFM Investors opened 10 new positions and closed 15 in Q3 2024.
  • IFM Investors's portfolio value rose 5.7% quarter-over-quarter to $10.4B.

Based on IFM Investors's 13F filing for Q3 2024, filed 23 Oct 2024.