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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
+5.69%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.86B
AUM Growth
+$694M
Cap. Flow
+$317M
Cap. Flow %
3.21%
Top 10 Hldgs %
33.72%
Holding
702
New
78
Increased
382
Reduced
150
Closed
16

Top Buys

Rank Stock Value
1
PLD icon
Prologis
PLD
+$24.6M
2
EQIX icon
Equinix
EQIX
+$17.3M
3
WELL icon
Welltower
WELL
+$14.4M
4
XOM icon
ExxonMobil
XOM
+$13.4M
5
DLR icon
Digital Realty Trust
DLR
+$11.4M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$12.8M
2
GE icon
GE Aerospace
GE
+$7.79M
3
GL icon
Globe Life
GL
+$2.29M
4
RHI icon
Robert Half
RHI
+$2.07M
5
HAS icon
Hasbro
HAS
+$2.06M

Sector Composition

Rank Sector Weight
1 Technology 32.64%
2 Healthcare 11.46%
3 Financials 11.31%
4 Consumer Discretionary 10%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CME icon
126
CME Group
CME
$94.8B
$14.4M 0.15%
73,065
+774
+1% +$160K
TGT icon
127
Target
TGT
$68B
$14.3M 0.15%
96,836
+905
+0.9% +$142K
FDX icon
128
FedEx
FDX
$75.4B
$14.2M 0.14%
47,466
-369
-0.8% -$96.5K
VICI icon
129
VICI Properties
VICI
$29.4B
$14.2M 0.14%
495,819
+259,760
+110% +$7.46M
CCI icon
130
Crown Castle
CCI
$32.2B
$14.1M 0.14%
144,088
+624
+0.4% +$61.5K
SLB icon
131
SLB Ltd
SLB
$75B
$14M 0.14%
297,024
+9,815
+3% +$474K
ITW icon
132
Illinois Tool Works
ITW
$85.3B
$14M 0.14%
59,129
+105
+0.2% +$25.9K
MO icon
133
Altria Group
MO
$114B
$13.9M 0.14%
304,525
– –
RTX icon
134
RTX Corp
RTX
$301B
$13.9M 0.14%
138,163
-5,957
-4% -$616K
D icon
135
Dominion Energy
D
$59.3B
$13.8M 0.14%
282,258
+1,135
+0.4% +$57.8K
FCX icon
136
Freeport-McMoran
FCX
$97.5B
$13.7M 0.14%
280,972
+2,914
+1% +$147K
EMR icon
137
Emerson Electric
EMR
$88.3B
$13.6M 0.14%
123,492
+355
+0.3% +$39.3K
BDX icon
138
Becton Dickinson
BDX
$48.7B
$13.6M 0.14%
57,999
+116
+0.2% +$27.3K
MCO icon
139
Moody's
MCO
$82.7B
$13.5M 0.14%
32,064
-751
-2% -$299K
MPC icon
140
Marathon Petroleum
MPC
$83.7B
$13.5M 0.14%
77,590
-3,061
-4% -$569K
LNG icon
141
Cheniere Energy
LNG
$52.9B
$13.5M 0.14%
76,936
-5,523
-7% -$879K
MSI icon
142
Motorola Solutions
MSI
$77.4B
$13.4M 0.14%
34,652
+50
+0.1% +$18K
ABNB icon
143
Airbnb
ABNB
$106B
$13.4M 0.14%
88,117
+209
+0.2% +$31.9K
HCA icon
144
HCA Healthcare
HCA
$89.5B
$13.2M 0.13%
41,116
-142
-0.3% -$46.1K
PEG icon
145
Public Service Enterprise Group
PEG
$37.7B
$13.2M 0.13%
178,826
+727
+0.4% +$51.7K
CTAS icon
146
Cintas
CTAS
$81.3B
$13.1M 0.13%
74,604
+92
+0.1% +$15.7K
AVB icon
147
AvalonBay Communities
AVB
$26.8B
$13M 0.13%
62,773
+34,153
+119% +$6.6M
KKR icon
148
KKR & Co
KKR
$92.3B
$12.9M 0.13%
122,624
+5,671
+5% +$577K
PNC icon
149
PNC Financial Services
PNC
$101B
$12.8M 0.13%
82,358
+119
+0.1% +$18.4K
PH icon
150
Parker-Hannifin
PH
$135B
$12.7M 0.13%
25,026
+35
+0.1% +$18.8K
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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IFM Investors's Q2 2024 Portfolio in Review

As of Q2 2024, IFM Investors held 702 positions worth $9.86B, up 7.6% from $9.17B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

IFM Investors deployed $317M of net new capital in Q2 2024, opening 78 new positions and adding to 382 existing holdings. Its largest new stake was GE Vernova: 53,494 shares worth $9.17M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was GE Aerospace, an estimated $7.79M trimmed.

  • IFM Investors's largest Q2 2024 buy was GE Vernova: 53,494 shares worth $9.17M.
  • IFM Investors added most to Prologis in Q2 2024, an estimated $24.6M increase.
  • IFM Investors's biggest Q2 2024 reduction was GE Aerospace, cutting an estimated $7.79M.
  • IFM Investors fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $12.8M.
  • IFM Investors's ten largest holdings make up 34% of its $9.86B portfolio in Q2 2024.
  • IFM Investors opened 78 new positions and closed 16 in Q2 2024.
  • IFM Investors's portfolio value rose 7.6% quarter-over-quarter to $9.86B.

Based on IFM Investors's 13F filing for Q2 2024, filed 15 Aug 2024.