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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
ANET icon
101
Arista Networks
ANET
$238B
$20.6M 0.2%
214,536
+2,092
+1% +$182K
OKE icon
102
Oneok
OKE
$54.5B
$20.3M 0.19%
222,728
+24,805
+13% +$2.16M
CI icon
103
Cigna
CI
$74.6B
$20.3M 0.19%
58,568
-201
-0.3% -$69.2K
UPS icon
104
United Parcel Service
UPS
$88.9B
$20M 0.19%
146,789
-295
-0.2% -$38.7K
CSX icon
105
CSX Corp
CSX
$93.1B
$19.9M 0.19%
576,247
+93,352
+19% +$3.17M
MDLZ icon
106
Mondelez International
MDLZ
$79.9B
$19.7M 0.19%
267,976
+3,368
+1% +$237K
SCHW
107
Charles Schwab
SCHW
$187B
$19.7M 0.19%
303,722
+887
+0.3% +$58.3K
MELI icon
108
Mercado Libre
MELI
$92.3B
$19.7M 0.19%
9,590
+205
+2% +$386K
ICE icon
109
Intercontinental Exchange
ICE
$84.4B
$18.5M 0.18%
115,279
+122
+0.1% +$18.8K
ZTS icon
110
Zoetis
ZTS
$30B
$18.1M 0.17%
92,781
+35
+0% +$6.45K
SRE icon
111
Sempra
SRE
$54.8B
$17.7M 0.17%
212,012
-5,393
-2% -$431K
WMB icon
112
Williams Companies
WMB
$86.1B
$17.6M 0.17%
386,482
+9,644
+3% +$424K
CL icon
113
Colgate-Palmolive
CL
$74.4B
$17.6M 0.17%
169,699
+6,330
+4% +$645K
WM icon
114
Waste Management
WM
$91B
$17.4M 0.17%
83,943
-2,106
-2% -$439K
PEG icon
115
Public Service Enterprise Group
PEG
$37.7B
$17M 0.16%
190,362
+11,536
+6% +$921K
CCI icon
116
Crown Castle
CCI
$32.2B
$17M 0.16%
142,957
-1,131
-0.8% -$125K
CEG icon
117
Constellation Energy
CEG
$95.6B
$16.9M 0.16%
64,953
+2,587
+4% +$514K
NSC icon
118
Norfolk Southern
NSC
$75.1B
$16.8M 0.16%
67,561
+10,890
+19% +$2.61M
HCA icon
119
HCA Healthcare
HCA
$89.5B
$16.6M 0.16%
40,933
-183
-0.4% -$67K
VICI icon
120
VICI Properties
VICI
$29.4B
$16.6M 0.16%
496,939
+1,120
+0.2% +$35.4K
MO icon
121
Altria Group
MO
$114B
$16.4M 0.16%
321,791
+17,266
+6% +$873K
EXR icon
122
Extra Space Storage
EXR
$31.6B
$16.4M 0.16%
90,784
-1,705
-2% -$288K
PYPL icon
123
PayPal
PYPL
$50.5B
$16.3M 0.16%
209,054
-3,091
-1% -$207K
CME icon
124
CME Group
CME
$94.8B
$16.2M 0.16%
73,216
+151
+0.2% +$31.2K
CMG icon
125
Chipotle Mexican Grill
CMG
$41.5B
$16.1M 0.15%
280,141
+4,341
+2% +$240K
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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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.