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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
SRE icon
101
Sempra
SRE
$54.8B
$17.6M 0.18%
200,623
-11,389
-5% -$997K
MU icon
102
Micron Technology
MU
$991B
$17.6M 0.18%
208,702
-13,768
-6% -$1.4M
ELV icon
103
Elevance Health
ELV
$85.5B
$17.2M 0.17%
46,633
-3,499
-7% -$1.46M
SHW icon
104
Sherwin-Williams
SHW
$89.8B
$16.9M 0.17%
49,772
-4,790
-9% -$1.79M
KLAC icon
105
KLA
KLAC
$259B
$16.7M 0.17%
265,240
-23,240
-8% -$1.57M
NKE icon
106
Nike
NKE
$61.9B
$16.6M 0.17%
219,906
-21,631
-9% -$1.7M
UPS icon
107
United Parcel Service
UPS
$88.9B
$16.6M 0.17%
131,438
-15,351
-10% -$2.02M
KKR icon
108
KKR & Co
KKR
$92.3B
$16.4M 0.17%
111,173
-10,692
-9% -$1.57M
PYPL icon
109
PayPal
PYPL
$50.5B
$16.4M 0.17%
191,626
-17,428
-8% -$1.47M
INTC icon
110
Intel
INTC
$513B
$16.2M 0.16%
807,090
-71,792
-8% -$1.62M
CDNS icon
111
Cadence Design Systems
CDNS
$93.4B
$16M 0.16%
53,224
-4,626
-8% -$1.34M
KMI icon
112
Kinder Morgan
KMI
$68.7B
$15.9M 0.16%
581,389
-35,293
-6% -$920K
GEV icon
113
GE Vernova
GEV
$264B
$15.6M 0.16%
47,436
-4,598
-9% -$1.44M
ICE icon
114
Intercontinental Exchange
ICE
$84.4B
$15.5M 0.16%
103,893
-11,386
-10% -$1.8M
CME icon
115
CME Group
CME
$94.8B
$15.5M 0.16%
66,563
-6,653
-9% -$1.53M
CMG icon
116
Chipotle Mexican Grill
CMG
$41.5B
$15.4M 0.16%
254,838
-25,303
-9% -$1.52M
MO icon
117
Altria Group
MO
$114B
$15.3M 0.16%
293,464
-28,327
-9% -$1.51M
REGN icon
118
Regeneron Pharmaceuticals
REGN
$80.8B
$15.2M 0.15%
21,350
-1,935
-8% -$1.62M
CI icon
119
Cigna
CI
$74.6B
$15M 0.15%
54,285
-4,283
-7% -$1.37M
NSC icon
120
Norfolk Southern
NSC
$75.1B
$14.9M 0.15%
63,518
-4,043
-6% -$1.03M
MSI icon
121
Motorola Solutions
MSI
$77.4B
$14.9M 0.15%
32,198
-3,183
-9% -$1.51M
MELI icon
122
Mercado Libre
MELI
$92.3B
$14.8M 0.15%
8,704
-886
-9% -$1.73M
PEG icon
123
Public Service Enterprise Group
PEG
$37.7B
$14.8M 0.15%
174,848
-15,514
-8% -$1.37M
APH icon
124
Amphenol
APH
$209B
$14.7M 0.15%
211,906
-20,972
-9% -$1.47M
LNG icon
125
Cheniere Energy
LNG
$52.9B
$14.6M 0.15%
68,027
-6,505
-9% -$1.32M
3 4
5
6 7

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
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
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.