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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
WM icon
101
Waste Management
WM
$91.9B
$18.4M 0.19%
86,049
+1,464
+2% +$304K
BMY icon
102
Bristol-Myers Squibb
BMY
$131B
$18.3M 0.19%
441,577
+914
+0.2% +$40.9K
NKE icon
103
Nike
NKE
$62.1B
$18.2M 0.18%
241,748
+1,261
+0.5% +$117K
CDNS icon
104
Cadence Design Systems
CDNS
$93.7B
$17.9M 0.18%
58,048
+1,230
+2% +$364K
BX icon
105
Blackstone
BX
$109B
$17.5M 0.18%
141,370
+1,043
+0.7% +$128K
CRWD icon
106
CrowdStrike
CRWD
$217B
$17.5M 0.18%
182,508
+428
+0.2% +$35.6K
SBUX icon
107
Starbucks
SBUX
$121B
$17.4M 0.18%
224,041
+1,399
+0.6% +$114K
MDLZ icon
108
Mondelez International
MDLZ
$80.1B
$17.3M 0.18%
264,608
+1,956
+0.7% +$134K
CMG icon
109
Chipotle Mexican Grill
CMG
$42B
$17.3M 0.18%
275,800
+5,750
+2% +$357K
SRE icon
110
Sempra
SRE
$55.9B
$16.5M 0.17%
217,405
+4,369
+2% +$323K
CSX icon
111
CSX Corp
CSX
$94.1B
$16.2M 0.16%
482,895
-3,099
-0.6% -$105K
OKE icon
112
Oneok
OKE
$55.6B
$16.1M 0.16%
197,923
+17,905
+10% +$1.43M
ZTS icon
113
Zoetis
ZTS
$30.8B
$16.1M 0.16%
92,746
+631
+0.7% +$105K
WMB icon
114
Williams Companies
WMB
$87.6B
$16M 0.16%
376,838
+956
+0.3% +$38.3K
CL icon
115
Colgate-Palmolive
CL
$74.1B
$15.9M 0.16%
163,369
+212
+0.1% +$19.6K
ICE icon
116
Intercontinental Exchange
ICE
$85B
$15.8M 0.16%
115,157
+4,097
+4% +$550K
APH icon
117
Amphenol
APH
$207B
$15.7M 0.16%
232,370
+458
+0.2% +$28.9K
MELI icon
118
Mercado Libre
MELI
$91.8B
$15.4M 0.16%
9,385
+126
+1% +$199K
MCK icon
119
McKesson
MCK
$103B
$15.4M 0.16%
26,345
-168
-0.6% -$93.5K
EOG icon
120
EOG Resources
EOG
$71.5B
$15.3M 0.16%
121,432
+2,127
+2% +$273K
AEP icon
121
American Electric Power
AEP
$68.8B
$15.2M 0.15%
173,412
-397
-0.2% -$34.7K
CVS icon
122
CVS Health
CVS
$122B
$14.9M 0.15%
251,621
+901
+0.4% +$56.4K
HON icon
123
Honeywell
HON
$77.9B
$14.8M 0.15%
73,311
+3,812
+5% +$725K
SHW icon
124
Sherwin-Williams
SHW
$89.4B
$14.6M 0.15%
48,772
+1,033
+2% +$320K
EXR icon
125
Extra Space Storage
EXR
$31.6B
$14.4M 0.15%
92,489
+49,227
+114% +$7.18M
3 4
5
6 7

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
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Mawer Investment Management
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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.