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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
+4.6%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.84B
AUM Growth
-$584M
Cap. Flow
-$821M
Cap. Flow %
-8.34%
Top 10 Hldgs %
35.03%
Holding
685
New
4
Increased
61
Reduced
562
Closed
11

Top Buys

Rank Stock Value
1
CVNA icon
Carvana
CVNA
+$4.7M
2
SMCI icon
Super Micro Computer
SMCI
+$3.46M
3
NTNX icon
Nutanix
NTNX
+$3.04M
4
NLY icon
Annaly Capital Management
NLY
+$999K
5
HAL icon
Halliburton
HAL
+$962K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$59.3M
2
MSFT icon
Microsoft
MSFT
+$51.1M
3
AAPL icon
Apple
AAPL
+$32M
4
AMZN icon
Amazon
AMZN
+$30.9M
5
META icon
Meta Platforms (Facebook)
META
+$22M

Sector Composition

Rank Sector Weight
1 Technology 32.43%
2 Financials 12.29%
3 Consumer Discretionary 11.19%
4 Healthcare 9.93%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYK icon
76
Stryker
SYK
$130B
$23.6M 0.24%
65,634
-6,052
-8% -$2.24M
DUK icon
77
Duke Energy
DUK
$97.3B
$23.4M 0.24%
217,460
-13,749
-6% -$1.56M
SPG icon
78
Simon Property Group
SPG
$72.3B
$23.1M 0.23%
134,206
-5,980
-4% -$1.05M
FISV
79
Fiserv Inc
FISV
$27.9B
$23M 0.23%
112,133
-9,904
-8% -$2.02M
GILD icon
80
Gilead Sciences
GILD
$165B
$23M 0.23%
248,950
-21,655
-8% -$1.95M
BMY icon
81
Bristol-Myers Squibb
BMY
$132B
$22.5M 0.23%
398,486
-37,363
-9% -$2.09M
PANW icon
82
Palo Alto Networks
PANW
$297B
$22.5M 0.23%
123,470
-10,136
-8% -$1.91M
BX icon
83
Blackstone
BX
$110B
$22.2M 0.23%
128,772
-13,014
-9% -$2.27M
ADP icon
84
Automatic Data Processing
ADP
$108B
$21.9M 0.22%
74,951
-7,080
-9% -$2.09M
SCHW
85
Charles Schwab
SCHW
$187B
$21.9M 0.22%
295,694
-8,028
-3% -$601K
TMUS icon
86
T-Mobile US
TMUS
$190B
$21.7M 0.22%
98,356
-9,265
-9% -$2.11M
ANET icon
87
Arista Networks
ANET
$238B
$21.7M 0.22%
195,880
-18,656
-9% -$1.92M
OKE icon
88
Oneok
OKE
$54.5B
$20.8M 0.21%
207,143
-15,585
-7% -$1.59M
UBER icon
89
Uber
UBER
$153B
$20.7M 0.21%
342,568
-32,356
-9% -$2.31M
DE icon
90
Deere & Co
DE
$168B
$20.6M 0.21%
48,654
-4,606
-9% -$1.94M
PSA icon
91
Public Storage
PSA
$61.3B
$20.5M 0.21%
68,517
-2,864
-4% -$950K
WMB icon
92
Williams Companies
WMB
$86.1B
$19.8M 0.2%
366,586
-19,896
-5% -$1.07M
ADI icon
93
Analog Devices
ADI
$190B
$19.8M 0.2%
93,227
-8,730
-9% -$1.93M
VRTX icon
94
Vertex Pharmaceuticals
VRTX
$126B
$19.6M 0.2%
48,731
-4,691
-9% -$2.17M
O icon
95
Realty Income
O
$59.1B
$19M 0.19%
354,978
-16,738
-5% -$975K
MRSH
96
Marsh
MRSH
$91.5B
$18.8M 0.19%
88,629
-8,057
-8% -$1.79M
SBUX icon
97
Starbucks
SBUX
$120B
$18.7M 0.19%
204,749
-20,223
-9% -$1.96M
MRVL icon
98
Marvell Technology
MRVL
$196B
$18.2M 0.19%
165,018
-14,446
-8% -$1.34M
LRCX icon
99
Lam Research
LRCX
$390B
$18M 0.18%
249,050
-21,600
-8% -$1.64M
CSX icon
100
CSX Corp
CSX
$93.1B
$17.9M 0.18%
553,170
-23,077
-4% -$791K
2 3
4
5 6

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UM
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FCAS
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RFC
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IFM Investors's Q4 2024 Portfolio in Review

As of Q4 2024, IFM Investors held 685 positions worth $9.84B, down 5.6% from $10.4B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors withdrew a net $821M in Q4 2024, closing 11 positions and reducing 562 holdings. Its most notable exit was Marathon Oil Corporation, an estimated $2.86M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, IFM Investors opened a new position in Carvana worth $4.26M.

  • IFM Investors's largest Q4 2024 buy was Carvana: 104,630 shares worth $4.26M.
  • IFM Investors added most to Annaly Capital Management in Q4 2024, an estimated $999K increase.
  • IFM Investors's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $59.3M.
  • IFM Investors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $2.86M.
  • IFM Investors's ten largest holdings make up 35% of its $9.84B portfolio in Q4 2024.
  • IFM Investors opened 4 new positions and closed 11 in Q4 2024.
  • IFM Investors's portfolio value fell 5.6% quarter-over-quarter to $9.84B.

Based on IFM Investors's 13F filing for Q4 2024, filed 29 Apr 2025.