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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
SNPS icon
101
Synopsys
SNPS
$79.7B
$16.3M 0.2%
31,694
-210
-0.7% -$107K
EQIX icon
102
Equinix
EQIX
$103B
$15.8M 0.19%
19,560
-145
-0.7% -$111K
ITW icon
103
Illinois Tool Works
ITW
$84.5B
$15.6M 0.19%
59,640
-101
-0.2% -$24.2K
CDNS icon
104
Cadence Design Systems
CDNS
$93.4B
$15.4M 0.19%
56,623
– –
CME icon
105
CME Group
CME
$94.8B
$15.3M 0.19%
72,741
-986
-1% -$210K
SRE icon
106
Sempra
SRE
$54.8B
$15.3M 0.19%
204,488
+778
+0.4% +$55.6K
WM icon
107
Waste Management
WM
$91B
$15.2M 0.19%
85,144
-1,787
-2% -$300K
SHW icon
108
Sherwin-Williams
SHW
$89.8B
$15.1M 0.18%
48,290
-1,069
-2% -$287K
SLB icon
109
SLB Ltd
SLB
$75B
$15M 0.18%
288,751
-6,235
-2% -$339K
EOG icon
110
EOG Resources
EOG
$70.7B
$14.5M 0.18%
120,149
-729
-0.6% -$90.8K
ICE icon
111
Intercontinental Exchange
ICE
$84.4B
$14.3M 0.17%
111,667
– –
LNG icon
112
Cheniere Energy
LNG
$52.9B
$14.2M 0.17%
83,304
+2,322
+3% +$399K
BDX icon
113
Becton Dickinson
BDX
$48.2B
$14.2M 0.17%
58,300
+2,412
+4% +$595K
HON icon
114
Honeywell
HON
$78B
$14M 0.17%
70,705
-1,946
-3% -$351K
NSC icon
115
Norfolk Southern
NSC
$75.1B
$13.9M 0.17%
58,866
-798
-1% -$167K
TGT icon
116
Target
TGT
$68B
$13.8M 0.17%
97,211
-823
-0.8% -$100K
AEP icon
117
American Electric Power
AEP
$68.4B
$13.7M 0.17%
168,412
+95
+0.1% +$7.37K
WMB icon
118
Williams Companies
WMB
$86.1B
$13.4M 0.16%
383,546
-1,483
-0.4% -$52K
PYPL icon
119
PayPal
PYPL
$50.5B
$13.3M 0.16%
217,354
-5,272
-2% -$302K
USB icon
120
US Bancorp
USB
$99.6B
$13.2M 0.16%
304,327
-6,832
-2% -$250K
CL icon
121
Colgate-Palmolive
CL
$74.4B
$13.1M 0.16%
164,370
-1,129
-0.7% -$84.9K
D icon
122
Dominion Energy
D
$59.3B
$13M 0.16%
277,381
+774
+0.3% +$34.5K
MCO icon
123
Moody's
MCO
$82.7B
$13M 0.16%
33,183
+73
+0.2% +$25.4K
PNC icon
124
PNC Financial Services
PNC
$101B
$12.9M 0.16%
83,391
-1,669
-2% -$216K
OKE icon
125
Oneok
OKE
$54.5B
$12.9M 0.16%
183,570
+16,308
+10% +$1.09M
3 4
5
6 7

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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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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.