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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
AIG icon
176
American International
AIG
$41.8B
$11M 0.11%
147,698
-678
-0.5% -$51.8K
EQR icon
177
Equity Residential
EQR
$25.1B
$10.9M 0.11%
156,787
+89,087
+132% +$5.8M
AJG icon
178
Arthur J. Gallagher & Co
AJG
$63.6B
$10.8M 0.11%
41,813
+1,356
+3% +$336K
TFC icon
179
Truist Financial
TFC
$64B
$10.8M 0.11%
278,981
+4,254
+2% +$161K
PCAR icon
180
PACCAR
PCAR
$70.1B
$10.8M 0.11%
104,692
+149
+0.1% +$16.4K
VLO icon
181
Valero Energy
VLO
$85.9B
$10.5M 0.11%
66,742
-1,604
-2% -$259K
AWK icon
182
American Water Works
AWK
$26.9B
$10.3M 0.1%
79,868
+1,963
+3% +$248K
XEL icon
183
Xcel Energy
XEL
$48.8B
$10.2M 0.1%
191,774
+2,529
+1% +$138K
BNY
184
Bank of New York Mellon
BNY
$107B
$10.2M 0.1%
170,547
+828
+0.5% +$47.9K
RSG icon
185
Republic Services
RSG
$66B
$9.94M 0.1%
51,130
-45
-0.1% -$8.49K
INVH icon
186
Invitation Homes
INVH
$18B
$9.89M 0.1%
275,448
+154,213
+127% +$5.36M
F icon
187
Ford
F
$55.7B
$9.83M 0.1%
783,614
+1,286
+0.2% +$15.9K
WCN
188
Waste Connections
WCN
$42B
$9.79M 0.1%
55,827
+483
+0.9% +$80.7K
ROST icon
189
Ross Stores
ROST
$81.9B
$9.77M 0.1%
67,222
+137
+0.2% +$18.9K
MCHP icon
190
Microchip Technology
MCHP
$46B
$9.76M 0.1%
106,716
+171
+0.2% +$15.6K
MET icon
191
MetLife
MET
$62.4B
$9.76M 0.1%
139,101
-724
-0.5% -$51.7K
EIX icon
192
Edison International
EIX
$26.4B
$9.71M 0.1%
135,221
+11,316
+9% +$820K
APO icon
193
Apollo Global Management
APO
$73.4B
$9.7M 0.1%
82,120
+729
+0.9% +$82.7K
URI icon
194
United Rentals
URI
$72.4B
$9.67M 0.1%
14,952
+23
+0.2% +$15.3K
PRU icon
195
Prudential Financial
PRU
$41.8B
$9.6M 0.1%
81,931
+139
+0.2% +$16K
NEM icon
196
Newmont
NEM
$119B
$9.56M 0.1%
228,435
+1,950
+0.9% +$79.7K
TRV icon
197
Travelers Companies
TRV
$80.2B
$9.44M 0.1%
46,407
+73
+0.2% +$15.7K
HUM icon
198
Humana
HUM
$46.2B
$9.43M 0.1%
25,239
+49
+0.2% +$16.5K
WDAY icon
199
Workday
WDAY
$44.4B
$9.38M 0.1%
41,947
-1
-0% -$241
KMB icon
200
Kimberly-Clark
KMB
$36.5B
$9.34M 0.09%
67,603
+117
+0.2% +$15.6K
6 7
8
9 10

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.