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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
F icon
176
Ford
F
$55.7B
$9.54M 0.12%
782,328
-19,186
-2% -$214K
DHI icon
177
D.R. Horton
DHI
$42.3B
$9.51M 0.12%
62,584
-1,225
-2% -$151K
MET icon
178
MetLife
MET
$62.1B
$9.42M 0.11%
142,472
-2,843
-2% -$178K
ROST icon
179
Ross Stores
ROST
$81.9B
$9.4M 0.11%
67,923
-925
-1% -$115K
NEM icon
180
Newmont
NEM
$119B
$9.37M 0.11%
226,485
+70,541
+45% +$2.72M
SPG icon
181
Simon Property Group
SPG
$72.3B
$9.21M 0.11%
64,585
+159
+0.2% +$19.2K
AJG icon
182
Arthur J. Gallagher & Co
AJG
$63.6B
$9.18M 0.11%
40,820
– –
VLO icon
183
Valero Energy
VLO
$85.9B
$9.08M 0.11%
69,833
-1,383
-2% -$176K
WELL icon
184
Welltower
WELL
$171B
$9.06M 0.11%
100,486
+1,942
+2% +$168K
MSCI icon
185
MSCI
MSCI
$40.9B
$9.03M 0.11%
15,967
-368
-2% -$190K
WEC icon
186
WEC Energy
WEC
$35.1B
$8.93M 0.11%
106,071
+469
+0.4% +$38.6K
BNY
187
Bank of New York Mellon
BNY
$107B
$8.9M 0.11%
171,080
-4,207
-2% -$194K
TRV icon
188
Travelers Companies
TRV
$80.2B
$8.9M 0.11%
46,746
-1,420
-3% -$246K
BIIB icon
189
Biogen
BIIB
$30.7B
$8.85M 0.11%
34,188
+1,113
+3% +$273K
SBAC icon
190
SBA Communications
SBAC
$19.5B
$8.84M 0.11%
34,841
+86
+0.2% +$19.3K
MNST icon
191
Monster Beverage
MNST
$88.5B
$8.81M 0.11%
152,861
– –
PRU icon
192
Prudential Financial
PRU
$41.8B
$8.73M 0.11%
84,190
-292
-0.3% -$28K
EIX icon
193
Edison International
EIX
$26.4B
$8.68M 0.11%
121,475
+350
+0.3% +$23K
URI icon
194
United Rentals
URI
$72.4B
$8.66M 0.11%
15,108
-961
-6% -$453K
XYZ
195
Block Inc
XYZ
$47.5B
$8.62M 0.11%
111,469
-1,737
-2% -$98.2K
IQV icon
196
IQVIA
IQV
$39.3B
$8.62M 0.1%
37,245
– –
NUE icon
197
Nucor
NUE
$62.1B
$8.61M 0.1%
49,456
-523
-1% -$82.9K
A icon
198
Agilent Technologies
A
$41.2B
$8.46M 0.1%
60,851
-1,035
-2% -$123K
RSG icon
199
Republic Services
RSG
$65.7B
$8.46M 0.1%
51,277
-1,321
-3% -$205K
DD icon
200
DuPont de Nemours
DD
$19.2B
$8.44M 0.1%
87,428
-2,271
-3% -$207K
6 7
8
9 10

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IA
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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 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.