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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
F icon
176
Ford
F
$55.7B
$10.4M 0.11%
782,328
– –
MET icon
177
MetLife
MET
$62.1B
$10.4M 0.11%
139,825
-2,647
-2% -$185K
DHI icon
178
D.R. Horton
DHI
$42.3B
$10.2M 0.11%
62,161
-423
-0.7% -$63.4K
IDXX icon
179
Idexx Laboratories
IDXX
$46.2B
$10.2M 0.11%
18,859
-156
-0.8% -$85.3K
XEL icon
180
Xcel Energy
XEL
$48.8B
$10.2M 0.11%
189,245
+2,682
+1% +$153K
PSA icon
181
Public Storage
PSA
$61.3B
$10.2M 0.11%
35,003
-334
-0.9% -$95.7K
AJG icon
182
Arthur J. Gallagher & Co
AJG
$63.6B
$10.1M 0.11%
40,457
-363
-0.9% -$87.3K
WELL icon
183
Welltower
WELL
$171B
$10.1M 0.11%
107,743
+7,257
+7% +$657K
SPG icon
184
Simon Property Group
SPG
$72.3B
$9.98M 0.11%
63,799
-786
-1% -$115K
SMCI icon
185
Super Micro Computer
SMCI
$20.1B
$9.95M 0.11%
+98,520
New +$7.22M
ROST icon
186
Ross Stores
ROST
$81.9B
$9.85M 0.11%
67,085
-838
-1% -$120K
RSG icon
187
Republic Services
RSG
$65.7B
$9.8M 0.11%
51,175
-102
-0.2% -$18.1K
BNY
188
Bank of New York Mellon
BNY
$107B
$9.78M 0.11%
169,719
-1,361
-0.8% -$74.9K
NUE icon
189
Nucor
NUE
$62.1B
$9.71M 0.11%
49,040
-416
-0.8% -$76K
CPRT icon
190
Copart
CPRT
$27.5B
$9.62M 0.1%
166,079
+2,461
+2% +$127K
PRU icon
191
Prudential Financial
PRU
$41.8B
$9.6M 0.1%
81,792
-2,398
-3% -$258K
MCHP icon
192
Microchip Technology
MCHP
$46B
$9.56M 0.1%
106,545
-1,730
-2% -$149K
LULU icon
193
lululemon athletica
LULU
$14.6B
$9.56M 0.1%
24,461
-75
-0.3% -$34.7K
AWK icon
194
American Water Works
AWK
$26.9B
$9.52M 0.1%
77,905
+1,031
+1% +$127K
WCN
195
Waste Connections
WCN
$42B
$9.52M 0.1%
55,344
+1,005
+2% +$162K
AMP icon
196
Ameriprise Financial
AMP
$48.8B
$9.43M 0.1%
21,517
-394
-2% -$158K
XYZ
197
Block Inc
XYZ
$47.5B
$9.41M 0.1%
111,237
-232
-0.2% -$16.8K
GWW icon
198
W.W. Grainger
GWW
$60.2B
$9.26M 0.1%
+9,107
New +$8.49M
IQV icon
199
IQVIA
IQV
$39.3B
$9.25M 0.1%
36,572
-673
-2% -$157K
FTNT icon
200
Fortinet
FTNT
$117B
$9.22M 0.1%
135,038
-1,839
-1% -$122K
6 7
8
9 10

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UM
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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.