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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
+4.6%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.84B
AUM Growth
-$584M
Cap. Flow
-$821M
Cap. Flow %
-8.34%
Top 10 Hldgs %
35.03%
Holding
685
New
4
Increased
61
Reduced
562
Closed
11

Top Buys

Rank Stock Value
1
CVNA icon
Carvana
CVNA
+$4.7M
2
SMCI icon
Super Micro Computer
SMCI
+$3.46M
3
NTNX icon
Nutanix
NTNX
+$3.04M
4
NLY icon
Annaly Capital Management
NLY
+$999K
5
HAL icon
Halliburton
HAL
+$962K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$59.3M
2
MSFT icon
Microsoft
MSFT
+$51.1M
3
AAPL icon
Apple
AAPL
+$32M
4
AMZN icon
Amazon
AMZN
+$30.9M
5
META icon
Meta Platforms (Facebook)
META
+$22M

Sector Composition

Rank Sector Weight
1 Technology 32.43%
2 Financials 12.29%
3 Consumer Discretionary 11.19%
4 Healthcare 9.93%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAR icon
151
Marriott International
MAR
$92.3B
$12.8M 0.13%
45,924
-4,655
-9% -$1.28M
HON icon
152
Honeywell
HON
$78B
$12.7M 0.13%
59,885
-12,784
-18% -$2.67M
ORLY icon
153
O'Reilly Automotive
ORLY
$76.3B
$12.7M 0.13%
160,770
-16,965
-10% -$1.37M
APO icon
154
Apollo Global Management
APO
$73.4B
$12.7M 0.13%
76,832
-7,373
-9% -$1.17M
APP icon
155
Applovin
APP
$116B
$12.7M 0.13%
39,122
-1,317
-3% -$333K
SLB icon
156
SLB Ltd
SLB
$75B
$12.5M 0.13%
326,147
-23,545
-7% -$988K
ADSK icon
157
Autodesk
ADSK
$52.6B
$12.4M 0.13%
41,925
-4,750
-10% -$1.4M
EXC icon
158
Exelon
EXC
$47B
$12.3M 0.12%
325,574
-21,150
-6% -$820K
CTAS icon
159
Cintas
CTAS
$81.3B
$12.2M 0.12%
66,986
-5,776
-8% -$1.21M
D icon
160
Dominion Energy
D
$59.3B
$12.2M 0.12%
226,100
-45,990
-17% -$2.62M
CCI icon
161
Crown Castle
CCI
$32.2B
$12M 0.12%
132,723
-10,234
-7% -$1.07M
BDX icon
162
Becton Dickinson
BDX
$48.2B
$12M 0.12%
53,086
-4,792
-8% -$1.11M
CARR icon
163
Carrier Global
CARR
$52.8B
$12M 0.12%
175,772
-14,214
-7% -$1.07M
BNY
164
Bank of New York Mellon
BNY
$107B
$11.9M 0.12%
155,142
-12,684
-8% -$980K
TGT icon
165
Target
TGT
$68B
$11.9M 0.12%
87,859
-8,529
-9% -$1.22M
AJG icon
166
Arthur J. Gallagher & Co
AJG
$63.6B
$11.8M 0.12%
41,591
-3,318
-7% -$966K
EIX icon
167
Edison International
EIX
$26.4B
$11.8M 0.12%
147,295
-5,961
-4% -$498K
FTNT icon
168
Fortinet
FTNT
$117B
$11.7M 0.12%
123,945
-11,592
-9% -$1.03M
AFL icon
169
Aflac
AFL
$62.6B
$11.7M 0.12%
112,633
-10,511
-9% -$1.15M
GM icon
170
General Motors
GM
$76.8B
$11.6M 0.12%
218,446
-23,165
-10% -$1.21M
ED icon
171
Consolidated Edison
ED
$39.9B
$11.4M 0.12%
127,676
-11,769
-8% -$1.16M
HLT icon
172
Hilton Worldwide
HLT
$71.5B
$11.3M 0.12%
45,790
-6,920
-13% -$1.69M
FDX icon
173
FedEx
FDX
$75.4B
$11.3M 0.11%
40,157
-6,018
-13% -$1.68M
HCA icon
174
HCA Healthcare
HCA
$89.5B
$11.2M 0.11%
37,152
-3,781
-9% -$1.32M
TFC icon
175
Truist Financial
TFC
$64B
$11M 0.11%
254,008
-25,405
-9% -$1.13M
5 6
7
8 9

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IFM Investors's Q4 2024 Portfolio in Review

As of Q4 2024, IFM Investors held 685 positions worth $9.84B, down 5.6% from $10.4B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors withdrew a net $821M in Q4 2024, closing 11 positions and reducing 562 holdings. Its most notable exit was Marathon Oil Corporation, an estimated $2.86M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, IFM Investors opened a new position in Carvana worth $4.26M.

  • IFM Investors's largest Q4 2024 buy was Carvana: 104,630 shares worth $4.26M.
  • IFM Investors added most to Annaly Capital Management in Q4 2024, an estimated $999K increase.
  • IFM Investors's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $59.3M.
  • IFM Investors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $2.86M.
  • IFM Investors's ten largest holdings make up 35% of its $9.84B portfolio in Q4 2024.
  • IFM Investors opened 4 new positions and closed 11 in Q4 2024.
  • IFM Investors's portfolio value fell 5.6% quarter-over-quarter to $9.84B.

Based on IFM Investors's 13F filing for Q4 2024, filed 29 Apr 2025.