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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
+12.59%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$8.21B
AUM Growth
+$608M
Cap. Flow
-$238M
Cap. Flow %
-2.89%
Top 10 Hldgs %
30.42%
Holding
644
New
4
Increased
100
Reduced
262
Closed
73

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.35M
2
VLTO icon
Veralto
VLTO
+$3.58M
3
VRT icon
Vertiv
VRT
+$3.02M
4
NEM icon
Newmont
NEM
+$2.72M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.95M

Top Sells

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$24.7M
2
ATVI
Activision Blizzard
ATVI
+$14.7M
3
MELI icon
Mercado Libre
MELI
+$12M
4
AZO icon
AutoZone
AZO
+$10.1M
5
CMG icon
Chipotle Mexican Grill
CMG
+$9.97M

Sector Composition

Rank Sector Weight
1 Technology 30.61%
2 Healthcare 12.61%
3 Financials 12.16%
4 Consumer Discretionary 10.46%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LULU icon
126
lululemon athletica
LULU
$14.6B
$12.5M 0.15%
24,536
+861
+4% +$372K
EMR icon
127
Emerson Electric
EMR
$88.3B
$12.5M 0.15%
128,832
-2,110
-2% -$193K
RTX icon
128
RTX Corp
RTX
$301B
$12.5M 0.15%
148,267
-2,642
-2% -$209K
ANET icon
129
Arista Networks
ANET
$238B
$12.4M 0.15%
210,816
-1,640
-0.8% -$86.1K
MPC icon
130
Marathon Petroleum
MPC
$83.7B
$12.3M 0.15%
82,863
-3,860
-4% -$573K
MO icon
131
Altria Group
MO
$114B
$12.3M 0.15%
304,525
-2,153
-0.7% -$89K
FDX icon
132
FedEx
FDX
$75.4B
$12.2M 0.15%
48,362
-664
-1% -$169K
MCK icon
133
McKesson
MCK
$101B
$12.1M 0.15%
26,167
-747
-3% -$340K
MMM icon
134
3M
MMM
$94.3B
$12.1M 0.15%
132,461
-1,294
-1% -$104K
ABNB icon
135
Airbnb
ABNB
$107B
$12.1M 0.15%
88,658
+5,330
+6% +$687K
FCX icon
136
Freeport-McMoran
FCX
$97.5B
$12M 0.15%
282,111
– –
PSX icon
137
Phillips 66
PSX
$81.4B
$12M 0.15%
90,142
-596
-0.7% -$71.2K
EXC icon
138
Exelon
EXC
$47B
$12M 0.15%
333,328
+126
+0% +$4.85K
APD icon
139
Air Products & Chemicals
APD
$67.6B
$11.9M 0.15%
43,521
-1,574
-3% -$433K
PCG icon
140
PG&E
PCG
$38.5B
$11.9M 0.14%
658,515
+19,887
+3% +$336K
MAR icon
141
Marriott International
MAR
$92.3B
$11.8M 0.14%
52,386
– –
HUM icon
142
Humana
HUM
$46.2B
$11.7M 0.14%
25,512
-405
-2% -$200K
CRWD icon
143
CrowdStrike
CRWD
$218B
$11.7M 0.14%
182,968
+1,660
+0.9% +$86.9K
PH icon
144
Parker-Hannifin
PH
$135B
$11.6M 0.14%
25,217
-210
-0.8% -$87.4K
APH icon
145
Amphenol
APH
$209B
$11.6M 0.14%
233,790
-2,368
-1% -$105K
XEL icon
146
Xcel Energy
XEL
$48.8B
$11.6M 0.14%
186,563
+510
+0.3% +$30.6K
WDAY icon
147
Workday
WDAY
$44.4B
$11.5M 0.14%
41,779
– –
CTAS icon
148
Cintas
CTAS
$81.3B
$11.4M 0.14%
75,456
-1,708
-2% -$229K
HCA icon
149
HCA Healthcare
HCA
$89.5B
$11.4M 0.14%
41,977
-1,156
-3% -$286K
COF icon
150
Capital One
COF
$134B
$11.4M 0.14%
86,581
-2,621
-3% -$283K
4 5
6
7 8

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IFM Investors's Q4 2023 Portfolio in Review

As of Q4 2023, IFM Investors held 644 positions worth $8.21B, up 8% from $7.61B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

IFM Investors's Q4 2023 filing shows 4 new, 100 increased, 262 reduced and 73 closed positions. Its largest new stake was Veralto: 47,955 shares worth $3.94M. The largest sale was Booking.com, an estimated $24.7M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 29% a quarter earlier, followed by Healthcare and Financials.

  • IFM Investors's largest Q4 2023 buy was Veralto: 47,955 shares worth $3.94M.
  • IFM Investors added most to Broadcom in Q4 2023, an estimated $5.35M increase.
  • IFM Investors's biggest Q4 2023 reduction was Apple, cutting an estimated $6.65M.
  • IFM Investors fully exited Booking.com in Q4 2023, selling an estimated $24.7M.
  • IFM Investors's ten largest holdings make up 30% of its $8.21B portfolio in Q4 2023.
  • IFM Investors opened 4 new positions and closed 73 in Q4 2023.
  • IFM Investors's portfolio value rose 8% quarter-over-quarter to $8.21B.

Based on IFM Investors's 13F filing for Q4 2023, filed 12 Jan 2024.