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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
+13.34%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.17B
AUM Growth
+$956M
Cap. Flow
+$133M
Cap. Flow %
1.45%
Top 10 Hldgs %
30.77%
Holding
627
New
56
Increased
180
Reduced
253
Closed
3

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$27.2M
2
MELI icon
Mercado Libre
MELI
+$15.2M
3
CMG icon
Chipotle Mexican Grill
CMG
+$13.8M
4
AZO icon
AutoZone
AZO
+$10.8M
5
GWW icon
W.W. Grainger
GWW
+$8.49M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$33.2M
2
SPLK
Splunk Inc
SPLK
+$4.8M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
VFC icon
VF Corp
VFC
+$1.14M

Sector Composition

Rank Sector Weight
1 Technology 30.81%
2 Healthcare 12.36%
3 Financials 12.35%
4 Consumer Discretionary 10.67%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BDX icon
126
Becton Dickinson
BDX
$48.2B
$14.3M 0.16%
57,883
-417
-0.7% -$99.8K
MCK icon
127
McKesson
MCK
$101B
$14.2M 0.16%
26,513
+346
+1% +$176K
RTX icon
128
RTX Corp
RTX
$301B
$14.1M 0.15%
144,120
-4,147
-3% -$374K
MELI icon
129
Mercado Libre
MELI
$92.3B
$14M 0.15%
+9,259
New +$15.2M
EMR icon
130
Emerson Electric
EMR
$88.3B
$14M 0.15%
123,137
-5,695
-4% -$585K
PH icon
131
Parker-Hannifin
PH
$135B
$13.9M 0.15%
24,991
-226
-0.9% -$115K
FDX icon
132
FedEx
FDX
$75.4B
$13.9M 0.15%
47,835
-527
-1% -$132K
D icon
133
Dominion Energy
D
$59.3B
$13.8M 0.15%
281,123
+3,742
+1% +$175K
HCA icon
134
HCA Healthcare
HCA
$89.5B
$13.8M 0.15%
41,258
-719
-2% -$220K
USB icon
135
US Bancorp
USB
$99.6B
$13.5M 0.15%
301,704
-2,623
-0.9% -$111K
HON icon
136
Honeywell
HON
$78B
$13.4M 0.15%
69,499
-1,206
-2% -$227K
ORLY icon
137
O'Reilly Automotive
ORLY
$76.3B
$13.4M 0.15%
178,455
-465
-0.3% -$32.5K
APH icon
138
Amphenol
APH
$209B
$13.4M 0.15%
231,912
-1,878
-0.8% -$98.4K
LNG icon
139
Cheniere Energy
LNG
$52.9B
$13.3M 0.15%
82,459
-845
-1% -$136K
PNC icon
140
PNC Financial Services
PNC
$101B
$13.3M 0.15%
82,239
-1,152
-1% -$174K
MO icon
141
Altria Group
MO
$114B
$13.3M 0.14%
304,525
– –
FCX icon
142
Freeport-McMoran
FCX
$97.5B
$13.1M 0.14%
278,058
-4,053
-1% -$164K
MAR icon
143
Marriott International
MAR
$92.3B
$13M 0.14%
51,701
-685
-1% -$166K
PCAR icon
144
PACCAR
PCAR
$70.1B
$13M 0.14%
104,543
+249
+0.2% +$26.8K
MCO icon
145
Moody's
MCO
$82.7B
$12.9M 0.14%
32,815
-368
-1% -$142K
CTAS icon
146
Cintas
CTAS
$81.3B
$12.8M 0.14%
74,512
-944
-1% -$145K
PXD
147
DELISTED
Pioneer Natural Resource Co.
PXD
$12.8M 0.14%
48,721
-496
-1% -$116K
EW icon
148
Edwards Lifesciences
EW
$51.7B
$12.8M 0.14%
133,795
-1,770
-1% -$149K
COF icon
149
Capital One
COF
$134B
$12.8M 0.14%
85,666
-915
-1% -$124K
MRVL icon
150
Marvell Technology
MRVL
$196B
$12.7M 0.14%
179,307
-1,252
-0.7% -$85.8K
4 5
6
7 8

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UM
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FCAS
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RFC
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IFM Investors's Q1 2024 Portfolio in Review

As of Q1 2024, IFM Investors held 627 positions worth $9.17B, up 12% from $8.21B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

IFM Investors's Q1 2024 filing shows 56 new, 180 increased, 253 reduced and 3 closed positions. Its largest new stake was Booking.com: 190,900 shares worth $27.7M. The largest sale was Apple, an estimated $33.2M.

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

  • IFM Investors's largest Q1 2024 buy was Booking.com: 190,900 shares worth $27.7M.
  • IFM Investors added most to NextEra Energy in Q1 2024, an estimated $2.66M increase.
  • IFM Investors's biggest Q1 2024 reduction was Apple, cutting an estimated $33.2M.
  • IFM Investors fully exited Splunk Inc in Q1 2024, selling an estimated $4.8M.
  • IFM Investors's ten largest holdings make up 31% of its $9.17B portfolio in Q1 2024.
  • IFM Investors opened 56 new positions and closed 3 in Q1 2024.
  • IFM Investors's portfolio value rose 12% quarter-over-quarter to $9.17B.

Based on IFM Investors's 13F filing for Q1 2024, filed 22 Apr 2024.