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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
ORLY icon
151
O'Reilly Automotive
ORLY
$76.3B
$11.3M 0.14%
178,920
-5,115
-3% -$323K
SNOW icon
152
Snowflake
SNOW
$115B
$11.2M 0.14%
56,439
+4,612
+9% +$780K
ROP icon
153
Roper Technologies
ROP
$39.8B
$11.2M 0.14%
20,588
– –
ADSK icon
154
Autodesk
ADSK
$52.6B
$11.2M 0.14%
46,015
-913
-2% -$197K
PXD
155
DELISTED
Pioneer Natural Resource Co.
PXD
$11.1M 0.13%
49,217
– –
KMI icon
156
Kinder Morgan
KMI
$68.7B
$11M 0.13%
625,480
+1,587
+0.3% +$27K
MSI icon
157
Motorola Solutions
MSI
$77.4B
$11M 0.13%
35,012
– –
CARR icon
158
Carrier Global
CARR
$52.8B
$10.9M 0.13%
189,565
-1,722
-0.9% -$91.1K
MRVL icon
159
Marvell Technology
MRVL
$196B
$10.9M 0.13%
180,559
– –
PSA icon
160
Public Storage
PSA
$61.3B
$10.8M 0.13%
35,337
-503
-1% -$133K
PEG icon
161
Public Service Enterprise Group
PEG
$37.7B
$10.8M 0.13%
175,901
+1,820
+1% +$112K
ED icon
162
Consolidated Edison
ED
$39.9B
$10.6M 0.13%
116,704
-52
-0% -$4.65K
IDXX icon
163
Idexx Laboratories
IDXX
$46.2B
$10.6M 0.13%
19,015
-283
-1% -$133K
AFL icon
164
Aflac
AFL
$62.6B
$10.5M 0.13%
127,245
-6,207
-5% -$500K
EW icon
165
Edwards Lifesciences
EW
$51.7B
$10.3M 0.13%
135,565
+2,792
+2% +$194K
AIG icon
166
American International
AIG
$41.3B
$10.2M 0.12%
150,537
-3,397
-2% -$216K
PCAR icon
167
PACCAR
PCAR
$70.1B
$10.2M 0.12%
104,294
-2,187
-2% -$196K
AWK icon
168
American Water Works
AWK
$26.9B
$10.1M 0.12%
76,874
-461
-0.6% -$58.1K
TFC icon
169
Truist Financial
TFC
$64B
$10.1M 0.12%
274,727
-5,748
-2% -$180K
ECL icon
170
Ecolab
ECL
$79.9B
$10.1M 0.12%
51,082
+551
+1% +$99.1K
DXCM icon
171
DexCom
DXCM
$32B
$10M 0.12%
80,584
-774
-1% -$79.1K
GM icon
172
General Motors
GM
$76.8B
$9.99M 0.12%
277,993
-5,544
-2% -$171K
HLT icon
173
Hilton Worldwide
HLT
$71.5B
$9.9M 0.12%
54,398
– –
KKR icon
174
KKR & Co
KKR
$92.3B
$9.87M 0.12%
119,138
– –
MCHP icon
175
Microchip Technology
MCHP
$46B
$9.76M 0.12%
108,275
– –
5 6
7
8 9

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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.