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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
+7.19%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$10.4B
AUM Growth
+$560M
Cap. Flow
-$18.3M
Cap. Flow %
-0.18%
Top 10 Hldgs %
32.38%
Holding
696
New
10
Increased
270
Reduced
348
Closed
15

Top Buys

Rank Stock Value
1
FERG icon
Ferguson
FERG
+$8.98M
2
UNP icon
Union Pacific
UNP
+$7.53M
3
CSX icon
CSX Corp
CSX
+$3.17M
4
NSC icon
Norfolk Southern
NSC
+$2.61M
5
PPG icon
PPG Industries
PPG
+$2.49M

Top Sells

Rank Stock Value
1
SMCI icon
Super Micro Computer
SMCI
+$8.62M
2
NVDA icon
NVIDIA
NVDA
+$7.43M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.13M
4
NEE icon
NextEra Energy
NEE
+$3.97M
5
SO icon
Southern Company
SO
+$2.96M

Sector Composition

Rank Sector Weight
1 Technology 31.29%
2 Financials 11.71%
3 Healthcare 11.43%
4 Consumer Discretionary 10.17%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNPS icon
126
Synopsys
SNPS
$79.7B
$16.1M 0.15%
31,698
+146
+0.5% +$78.3K
PH icon
127
Parker-Hannifin
PH
$135B
$15.9M 0.15%
25,233
+207
+0.8% +$118K
RTX icon
128
RTX Corp
RTX
$301B
$15.9M 0.15%
131,552
-6,611
-5% -$754K
KKR icon
129
KKR & Co
KKR
$92.3B
$15.9M 0.15%
121,865
-759
-0.6% -$89.8K
MSI icon
130
Motorola Solutions
MSI
$77.4B
$15.9M 0.15%
35,381
+729
+2% +$304K
D icon
131
Dominion Energy
D
$59.3B
$15.7M 0.15%
272,090
-10,168
-4% -$556K
CVS icon
132
CVS Health
CVS
$122B
$15.7M 0.15%
249,570
-2,051
-0.8% -$120K
CDNS icon
133
Cadence Design Systems
CDNS
$93.4B
$15.7M 0.15%
57,850
-198
-0.3% -$54.7K
MMM icon
134
3M
MMM
$94.3B
$15.5M 0.15%
113,557
+1,154
+1% +$141K
ITW icon
135
Illinois Tool Works
ITW
$84.5B
$15.5M 0.15%
58,965
-164
-0.3% -$40.4K
CARR icon
136
Carrier Global
CARR
$52.8B
$15.3M 0.15%
189,986
+883
+0.5% +$61.5K
MCO icon
137
Moody's
MCO
$82.7B
$15.2M 0.15%
32,090
+26
+0.1% +$12.1K
IRM icon
138
Iron Mountain
IRM
$36.1B
$15.2M 0.15%
128,021
-150
-0.1% -$16K
PNC icon
139
PNC Financial Services
PNC
$101B
$15.2M 0.15%
82,213
-145
-0.2% -$25.4K
AEP icon
140
American Electric Power
AEP
$68.4B
$15.2M 0.15%
147,950
-25,462
-15% -$2.48M
PCG icon
141
PG&E
PCG
$38.5B
$15.2M 0.15%
767,668
+63,489
+9% +$1.19M
APH icon
142
Amphenol
APH
$209B
$15.2M 0.15%
232,878
+508
+0.2% +$32.9K
PLTR icon
143
Palantir
PLTR
$413B
$15.1M 0.15%
406,681
+39,464
+11% +$1.21M
TGT icon
144
Target
TGT
$68B
$15M 0.14%
96,388
-448
-0.5% -$66.7K
EOG icon
145
EOG Resources
EOG
$70.7B
$15M 0.14%
121,926
+494
+0.4% +$62K
CTAS icon
146
Cintas
CTAS
$81.3B
$15M 0.14%
72,762
-1,842
-2% -$355K
SLB icon
147
SLB Ltd
SLB
$75B
$14.7M 0.14%
349,692
+52,668
+18% +$2.34M
ED icon
148
Consolidated Edison
ED
$39.9B
$14.5M 0.14%
139,445
+15,563
+13% +$1.54M
ECL icon
149
Ecolab
ECL
$79.9B
$14.4M 0.14%
56,530
+5,256
+10% +$1.29M
FCX icon
150
Freeport-McMoran
FCX
$97.5B
$14.3M 0.14%
285,491
+4,519
+2% +$204K
4 5
6
7 8

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IA
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AT
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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
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Verition Fund Management
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NMO
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IFM Investors's Q3 2024 Portfolio in Review

As of Q3 2024, IFM Investors held 696 positions worth $10.4B, up 5.7% from $9.86B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Trading was light in Q3 2024: portfolio turnover was 3.6%. IFM Investors opened 10 new positions and exited 15, leaving the 696-position portfolio largely intact.

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

  • IFM Investors's largest Q3 2024 buy was Ferguson: 44,312 shares worth $8.8M.
  • IFM Investors added most to Union Pacific in Q3 2024, an estimated $7.53M increase.
  • IFM Investors's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $7.43M.
  • IFM Investors fully exited Super Micro Computer in Q3 2024, selling an estimated $8.62M.
  • IFM Investors's ten largest holdings make up 32% of its $10.4B portfolio in Q3 2024.
  • IFM Investors opened 10 new positions and closed 15 in Q3 2024.
  • IFM Investors's portfolio value rose 5.7% quarter-over-quarter to $10.4B.

Based on IFM Investors's 13F filing for Q3 2024, filed 23 Oct 2024.