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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
CDNS icon
101
Cadence Design Systems
CDNS
$93.4B
$17.7M 0.19%
56,818
+195
+0.3% +$57.7K
TMUS icon
102
T-Mobile US
TMUS
$190B
$17.4M 0.19%
106,747
-1,328
-1% -$216K
TGT icon
103
Target
TGT
$68B
$17M 0.19%
95,931
-1,280
-1% -$195K
SHW icon
104
Sherwin-Williams
SHW
$89.8B
$16.6M 0.18%
47,739
-551
-1% -$176K
MPC icon
105
Marathon Petroleum
MPC
$83.7B
$16.3M 0.18%
80,651
-2,212
-3% -$378K
EQIX icon
106
Equinix
EQIX
$103B
$16.2M 0.18%
19,603
+43
+0.2% +$36.2K
ITW icon
107
Illinois Tool Works
ITW
$84.5B
$15.8M 0.17%
59,024
-616
-1% -$160K
SLB icon
108
SLB Ltd
SLB
$75B
$15.7M 0.17%
287,209
-1,542
-0.5% -$77.7K
CMG icon
109
Chipotle Mexican Grill
CMG
$41.5B
$15.7M 0.17%
+270,050
New +$13.8M
ZTS icon
110
Zoetis
ZTS
$30B
$15.6M 0.17%
92,115
-722
-0.8% -$135K
CME icon
111
CME Group
CME
$94.8B
$15.6M 0.17%
72,291
-450
-0.6% -$94.5K
SRE icon
112
Sempra
SRE
$54.8B
$15.3M 0.17%
213,036
+8,548
+4% +$613K
ANET icon
113
Arista Networks
ANET
$238B
$15.3M 0.17%
210,664
-152
-0.1% -$10.3K
ICE icon
114
Intercontinental Exchange
ICE
$84.4B
$15.3M 0.17%
111,060
-607
-0.5% -$80.6K
EOG icon
115
EOG Resources
EOG
$70.7B
$15.3M 0.17%
119,305
-844
-0.7% -$98.5K
CCI icon
116
Crown Castle
CCI
$32.2B
$15.2M 0.17%
143,464
-2,898
-2% -$315K
AEP icon
117
American Electric Power
AEP
$68.4B
$15M 0.16%
173,809
+5,397
+3% +$439K
CL icon
118
Colgate-Palmolive
CL
$74.4B
$14.7M 0.16%
163,157
-1,213
-0.7% -$103K
WMB icon
119
Williams Companies
WMB
$86.1B
$14.6M 0.16%
375,882
-7,664
-2% -$272K
CRWD icon
120
CrowdStrike
CRWD
$218B
$14.6M 0.16%
182,080
-888
-0.5% -$68K
NSC icon
121
Norfolk Southern
NSC
$75.1B
$14.6M 0.16%
57,161
-1,705
-3% -$422K
PSX icon
122
Phillips 66
PSX
$81.4B
$14.5M 0.16%
88,941
-1,201
-1% -$173K
ABNB icon
123
Airbnb
ABNB
$107B
$14.5M 0.16%
87,908
-750
-0.8% -$114K
OKE icon
124
Oneok
OKE
$54.5B
$14.4M 0.16%
180,018
-3,552
-2% -$259K
PYPL icon
125
PayPal
PYPL
$50.5B
$14.4M 0.16%
214,754
-2,600
-1% -$160K
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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GF
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Verition Fund Management
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NMO
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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.