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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
-2.57%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.61B
AUM Growth
-$31M
Cap. Flow
+$246M
Cap. Flow %
3.24%
Top 10 Hldgs %
29.29%
Holding
645
New
7
Increased
510
Reduced
81
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$16.5M
2
MSFT icon
Microsoft
MSFT
+$16M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.7M
4
AMZN icon
Amazon
AMZN
+$8.35M
5
NVDA icon
NVIDIA
NVDA
+$7.67M

Top Sells

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$8.95M
2
CSX icon
CSX Corp
CSX
+$4.41M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.48M
4
NSC icon
Norfolk Southern
NSC
+$3.17M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.99M

Sector Composition

Rank Sector Weight
1 Technology 29.14%
2 Healthcare 13.21%
3 Financials 11.81%
4 Consumer Discretionary 11.05%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHTR icon
176
Charter Communications
CHTR
$18.2B
$8.96M 0.12%
20,380
+1,137
+6% +$473K
COF icon
177
Capital One
COF
$134B
$8.66M 0.11%
89,202
+4,736
+6% +$506K
ECL icon
178
Ecolab
ECL
$79.9B
$8.56M 0.11%
50,531
+2,066
+4% +$376K
WEC icon
179
WEC Energy
WEC
$35.1B
$8.51M 0.11%
105,602
+4,666
+5% +$405K
BIIB icon
180
Biogen
BIIB
$30.7B
$8.5M 0.11%
33,075
+1,662
+5% +$445K
MCHP icon
181
Microchip Technology
MCHP
$46B
$8.45M 0.11%
108,275
+1,984
+2% +$166K
IDXX icon
182
Idexx Laboratories
IDXX
$46.2B
$8.44M 0.11%
19,298
+1,149
+6% +$573K
DD icon
183
DuPont de Nemours
DD
$19.2B
$8.4M 0.11%
89,699
+2,775
+3% +$261K
MSCI icon
184
MSCI
MSCI
$40.9B
$8.38M 0.11%
16,335
+739
+5% +$388K
VMW
185
DELISTED
VMware, Inc
VMW
$8.34M 0.11%
50,071
+2,012
+4% +$322K
STZ icon
186
Constellation Brands
STZ
$23.2B
$8.33M 0.11%
33,156
+500
+2% +$131K
HES
187
DELISTED
Hess
HES
$8.32M 0.11%
54,371
+1,067
+2% +$161K
KMB icon
188
Kimberly-Clark
KMB
$36.5B
$8.3M 0.11%
68,648
+1,466
+2% +$189K
HLT icon
189
Hilton Worldwide
HLT
$71.5B
$8.17M 0.11%
54,398
+1,191
+2% +$180K
ON icon
190
ON Semiconductor
ON
$31.6B
$8.1M 0.11%
87,184
-268
-0.3% -$26K
FTNT icon
191
Fortinet
FTNT
$117B
$8.1M 0.11%
138,029
+4,390
+3% +$291K
MNST icon
192
Monster Beverage
MNST
$88.5B
$8.09M 0.11%
152,861
+2,157
+1% +$123K
WELL icon
193
Welltower
WELL
$171B
$8.07M 0.11%
98,544
+3,393
+4% +$279K
TFC icon
194
Truist Financial
TFC
$64B
$8.02M 0.11%
280,475
+9,926
+4% +$305K
PRU icon
195
Prudential Financial
PRU
$41.8B
$8.02M 0.11%
84,482
+711
+0.8% +$67.3K
ADM icon
196
Archer Daniels Midland
ADM
$36.9B
$7.97M 0.1%
105,693
+1,786
+2% +$145K
CNC icon
197
Centene
CNC
$32.5B
$7.97M 0.1%
115,643
+2,949
+3% +$196K
SNOW icon
198
Snowflake
SNOW
$115B
$7.92M 0.1%
51,827
+1,419
+3% +$231K
ODFL icon
199
Old Dominion Freight Line
ODFL
$44.9B
$7.88M 0.1%
38,502
+1,838
+5% +$372K
TRV icon
200
Travelers Companies
TRV
$80.2B
$7.87M 0.1%
48,166
+2,052
+4% +$343K
6 7
8
9 10

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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 Q3 2023 Portfolio in Review

As of Q3 2023, IFM Investors held 645 positions worth $7.61B, down 0.41% from $7.64B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

IFM Investors deployed $246M of net new capital in Q3 2023, opening 7 new positions and adding to 510 existing holdings. Its largest new stake was Kenvue: 308,759 shares worth $6.2M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Union Pacific, an estimated $8.95M trimmed.

  • IFM Investors's largest Q3 2023 buy was Kenvue: 308,759 shares worth $6.2M.
  • IFM Investors added most to Apple in Q3 2023, an estimated $16.5M increase.
  • IFM Investors's biggest Q3 2023 reduction was Union Pacific, cutting an estimated $8.95M.
  • IFM Investors fully exited Black Knight, Inc. Common Stock in Q3 2023, selling an estimated $1.59M.
  • IFM Investors's ten largest holdings make up 29% of its $7.61B portfolio in Q3 2023.
  • IFM Investors opened 7 new positions and closed 5 in Q3 2023.
  • IFM Investors's portfolio value fell 0.41% quarter-over-quarter to $7.61B.

Based on IFM Investors's 13F filing for Q3 2023, filed 26 Oct 2023.