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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
MRVL icon
151
Marvell Technology
MRVL
$194B
$12.6M 0.13%
179,747
+440
+0.2% +$30.8K
ORLY icon
152
O'Reilly Automotive
ORLY
$76.2B
$12.5M 0.13%
177,675
-780
-0.4% -$53.9K
CEG icon
153
Constellation Energy
CEG
$96.4B
$12.5M 0.13%
62,366
+407
+0.7% +$83K
MAR icon
154
Marriott International
MAR
$92.8B
$12.4M 0.13%
51,261
-440
-0.9% -$106K
EW icon
155
Edwards Lifesciences
EW
$51.5B
$12.4M 0.13%
133,984
+189
+0.1% +$16.7K
PSX icon
156
Phillips 66
PSX
$81.7B
$12.4M 0.13%
87,664
-1,277
-1% -$189K
PYPL icon
157
PayPal
PYPL
$50.4B
$12.3M 0.12%
212,145
-2,609
-1% -$166K
PCG icon
158
PG&E
PCG
$38.5B
$12.3M 0.12%
704,179
+24,278
+4% +$427K
KMI icon
159
Kinder Morgan
KMI
$68.9B
$12.3M 0.12%
617,832
-730
-0.1% -$13.9K
ECL icon
160
Ecolab
ECL
$79.7B
$12.2M 0.12%
51,274
+776
+2% +$179K
NSC icon
161
Norfolk Southern
NSC
$75.8B
$12.2M 0.12%
56,671
-490
-0.9% -$114K
GM icon
162
General Motors
GM
$76.8B
$12M 0.12%
258,787
-17,804
-6% -$804K
USB icon
163
US Bancorp
USB
$99.5B
$12M 0.12%
302,621
+917
+0.3% +$37.4K
CARR icon
164
Carrier Global
CARR
$53B
$11.9M 0.12%
189,103
-810
-0.4% -$49.7K
COF icon
165
Capital One
COF
$133B
$11.9M 0.12%
85,776
+110
+0.1% +$15.4K
EXC icon
166
Exelon
EXC
$47.2B
$11.8M 0.12%
339,593
+4,662
+1% +$172K
ROP icon
167
Roper Technologies
ROP
$39.6B
$11.6M 0.12%
20,651
+63
+0.3% +$34K
HLT icon
168
Hilton Worldwide
HLT
$71.6B
$11.6M 0.12%
53,329
-274
-0.5% -$56.3K
ADSK icon
169
Autodesk
ADSK
$52.5B
$11.5M 0.12%
46,526
+511
+1% +$115K
IRM icon
170
Iron Mountain
IRM
$36B
$11.5M 0.12%
128,171
+67,910
+113% +$5.5M
MMM icon
171
3M
MMM
$94.3B
$11.5M 0.12%
112,403
-18,102
-14% -$1.76M
AZO icon
172
AutoZone
AZO
$50.3B
$11.1M 0.11%
3,741
-24
-0.6% -$70.3K
ED icon
173
Consolidated Edison
ED
$39.9B
$11.1M 0.11%
123,882
+6,088
+5% +$564K
AFL icon
174
Aflac
AFL
$63.4B
$11.1M 0.11%
123,739
+187
+0.2% +$16.1K
APD icon
175
Air Products & Chemicals
APD
$67.3B
$11M 0.11%
42,796
-156
-0.4% -$39.6K
5 6
7
8 9

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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.