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II

IFM Investors Portfolio holdings

AUM $15.1B
1-Year Est. Return 40.57%
This Fund
S&P 500
This Quarter Est. Return
-2.57%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.61B
AUM Growth
-$31M
Cap. Flow
+$246M
Cap. Flow %
3.24%
Top 10 Hldgs %
29.29%
Holding
645
New
7
Increased
510
Reduced
81
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$16.5M
2
MSFT icon
Microsoft
MSFT
+$16M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.7M
4
AMZN icon
Amazon
AMZN
+$8.35M
5
NVDA icon
NVIDIA
NVDA
+$7.67M

Top Sells

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$8.95M
2
CSX icon
CSX Corp
CSX
+$4.41M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.48M
4
NSC icon
Norfolk Southern
NSC
+$3.17M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.99M

Sector Composition

Rank Sector Weight
1 Technology 29.14%
2 Healthcare 13.21%
3 Financials 11.81%
4 Consumer Discretionary 11.05%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
D icon
126
Dominion Energy
D
$59.3B
$12.4M 0.16%
276,607
+13,069
+5% +$649K
ICE icon
127
Intercontinental Exchange
ICE
$84.4B
$12.3M 0.16%
111,667
+3,835
+4% +$439K
MELI icon
128
Mercado Libre
MELI
$92.3B
$12M 0.16%
9,486
+477
+5% +$607K
CL icon
129
Colgate-Palmolive
CL
$74.4B
$11.8M 0.15%
165,499
+5,493
+3% +$411K
NSC icon
130
Norfolk Southern
NSC
$75.1B
$11.7M 0.15%
59,664
-14,661
-20% -$3.17M
MCK icon
131
McKesson
MCK
$101B
$11.7M 0.15%
26,914
+927
+4% +$391K
ABNB icon
132
Airbnb
ABNB
$107B
$11.4M 0.15%
83,328
+3,176
+4% +$438K
PXD
133
DELISTED
Pioneer Natural Resource Co.
PXD
$11.3M 0.15%
49,217
+2,097
+4% +$477K
ORLY icon
134
O'Reilly Automotive
ORLY
$76.3B
$11.2M 0.15%
184,035
+5,160
+3% +$324K
PSX icon
135
Phillips 66
PSX
$81.4B
$10.9M 0.14%
90,738
+1,266
+1% +$142K
RTX icon
136
RTX Corp
RTX
$301B
$10.9M 0.14%
150,909
+9,418
+7% +$807K
TGT icon
137
Target
TGT
$68B
$10.8M 0.14%
98,034
+3,574
+4% +$454K
XEL icon
138
Xcel Energy
XEL
$48.8B
$10.6M 0.14%
186,053
+7,943
+4% +$477K
HCA icon
139
HCA Healthcare
HCA
$89.5B
$10.6M 0.14%
43,133
+1,323
+3% +$362K
OKE icon
140
Oneok
OKE
$54.5B
$10.6M 0.14%
167,262
+26,846
+19% +$1.75M
CARR icon
141
Carrier Global
CARR
$52.8B
$10.6M 0.14%
191,287
+6,651
+4% +$366K
FCX icon
142
Freeport-McMoran
FCX
$97.5B
$10.5M 0.14%
282,111
+8,366
+3% +$337K
MMM icon
143
3M
MMM
$94.3B
$10.5M 0.14%
133,755
+6,168
+5% +$530K
MCO icon
144
Moody's
MCO
$82.7B
$10.5M 0.14%
33,110
+1,233
+4% +$419K
PNC icon
145
PNC Financial Services
PNC
$101B
$10.4M 0.14%
85,060
+2,979
+4% +$375K
KMI icon
146
Kinder Morgan
KMI
$68.7B
$10.3M 0.14%
623,893
-346
-0.1% -$5.96K
PCG icon
147
PG&E
PCG
$38.5B
$10.3M 0.14%
638,628
+61,318
+11% +$1.05M
MAR icon
148
Marriott International
MAR
$92.3B
$10.3M 0.14%
52,386
+1,104
+2% +$219K
USB icon
149
US Bancorp
USB
$99.6B
$10.3M 0.14%
311,159
+16,008
+5% +$583K
AFL icon
150
Aflac
AFL
$62.6B
$10.2M 0.13%
133,452
+3,153
+2% +$234K
4 5
6
7 8

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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 2023 Portfolio in Review

As of Q3 2023, IFM Investors held 645 positions worth $7.61B, down 0.41% from $7.64B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

IFM Investors deployed $246M of net new capital in Q3 2023, opening 7 new positions and adding to 510 existing holdings. Its largest new stake was Kenvue: 308,759 shares worth $6.2M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Union Pacific, an estimated $8.95M trimmed.

  • IFM Investors's largest Q3 2023 buy was Kenvue: 308,759 shares worth $6.2M.
  • IFM Investors added most to Apple in Q3 2023, an estimated $16.5M increase.
  • IFM Investors's biggest Q3 2023 reduction was Union Pacific, cutting an estimated $8.95M.
  • IFM Investors fully exited Black Knight, Inc. Common Stock in Q3 2023, selling an estimated $1.59M.
  • IFM Investors's ten largest holdings make up 29% of its $7.61B portfolio in Q3 2023.
  • IFM Investors opened 7 new positions and closed 5 in Q3 2023.
  • IFM Investors's portfolio value fell 0.41% quarter-over-quarter to $7.61B.

Based on IFM Investors's 13F filing for Q3 2023, filed 26 Oct 2023.