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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
EXC icon
151
Exelon
EXC
$47B
$12.6M 0.14%
334,931
+1,603
+0.5% +$57.3K
GM icon
152
General Motors
GM
$76.8B
$12.5M 0.14%
276,591
-1,402
-0.5% -$54.3K
MSI icon
153
Motorola Solutions
MSI
$77.4B
$12.3M 0.13%
34,602
-410
-1% -$135K
ADSK icon
154
Autodesk
ADSK
$52.6B
$12M 0.13%
46,015
– –
PEG icon
155
Public Service Enterprise Group
PEG
$37.7B
$11.9M 0.13%
178,099
+2,198
+1% +$135K
AZO icon
156
AutoZone
AZO
$51.1B
$11.9M 0.13%
+3,765
New +$10.8M
KKR icon
157
KKR & Co
KKR
$92.3B
$11.8M 0.13%
116,953
-2,185
-2% -$201K
VLO icon
158
Valero Energy
VLO
$85.9B
$11.7M 0.13%
68,346
-1,487
-2% -$213K
ECL icon
159
Ecolab
ECL
$79.9B
$11.7M 0.13%
50,498
-584
-1% -$124K
AIG icon
160
American International
AIG
$41.3B
$11.6M 0.13%
148,376
-2,161
-1% -$154K
MMM icon
161
3M
MMM
$94.3B
$11.6M 0.13%
130,505
-1,956
-1% -$162K
ROP icon
162
Roper Technologies
ROP
$39.8B
$11.5M 0.13%
20,588
– –
CEG icon
163
Constellation Energy
CEG
$95.6B
$11.5M 0.12%
61,959
+38
+0.1% +$5.4K
WDAY icon
164
Workday
WDAY
$44.4B
$11.4M 0.12%
41,948
+169
+0.4% +$48.1K
HLT icon
165
Hilton Worldwide
HLT
$71.5B
$11.4M 0.12%
53,603
-795
-1% -$156K
PCG icon
166
PG&E
PCG
$38.5B
$11.4M 0.12%
679,901
+21,386
+3% +$358K
KMI icon
167
Kinder Morgan
KMI
$68.7B
$11.3M 0.12%
618,562
-6,918
-1% -$121K
DXCM icon
168
DexCom
DXCM
$32B
$11.1M 0.12%
79,683
-901
-1% -$113K
CARR icon
169
Carrier Global
CARR
$52.8B
$11M 0.12%
189,913
+348
+0.2% +$19.6K
URI icon
170
United Rentals
URI
$72.4B
$10.8M 0.12%
14,929
-179
-1% -$115K
TFC icon
171
Truist Financial
TFC
$64B
$10.7M 0.12%
274,727
– –
ED icon
172
Consolidated Edison
ED
$39.9B
$10.7M 0.12%
117,794
+1,090
+0.9% +$97.7K
TRV icon
173
Travelers Companies
TRV
$80.2B
$10.7M 0.12%
46,334
-412
-0.9% -$88K
AFL icon
174
Aflac
AFL
$62.6B
$10.6M 0.12%
123,552
-3,693
-3% -$303K
APD icon
175
Air Products & Chemicals
APD
$67.6B
$10.4M 0.11%
42,952
-569
-1% -$139K
5 6
7
8 9

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IA
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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.