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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
+7.19%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$10.4B
AUM Growth
+$560M
Cap. Flow
-$18.3M
Cap. Flow %
-0.18%
Top 10 Hldgs %
32.38%
Holding
696
New
10
Increased
270
Reduced
348
Closed
15

Top Buys

Rank Stock Value
1
FERG icon
Ferguson
FERG
+$8.98M
2
UNP icon
Union Pacific
UNP
+$7.53M
3
CSX icon
CSX Corp
CSX
+$3.17M
4
NSC icon
Norfolk Southern
NSC
+$2.61M
5
PPG icon
PPG Industries
PPG
+$2.49M

Top Sells

Rank Stock Value
1
SMCI icon
Super Micro Computer
SMCI
+$8.62M
2
NVDA icon
NVIDIA
NVDA
+$7.43M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.13M
4
NEE icon
NextEra Energy
NEE
+$3.97M
5
SO icon
Southern Company
SO
+$2.96M

Sector Composition

Rank Sector Weight
1 Technology 31.29%
2 Financials 11.71%
3 Healthcare 11.43%
4 Consumer Discretionary 10.17%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
URI icon
176
United Rentals
URI
$72.4B
$11.8M 0.11%
14,578
-374
-3% -$269K
EQR icon
177
Equity Residential
EQR
$25.1B
$11.7M 0.11%
156,759
-28
-0% -$2.02K
DHI icon
178
D.R. Horton
DHI
$42.3B
$11.7M 0.11%
61,165
-640
-1% -$112K
ROP icon
179
Roper Technologies
ROP
$39.8B
$11.6M 0.11%
20,882
+231
+1% +$127K
AZO icon
180
AutoZone
AZO
$51.1B
$11.5M 0.11%
3,660
-81
-2% -$249K
MET icon
181
MetLife
MET
$62.1B
$11.4M 0.11%
138,765
-336
-0.2% -$25.1K
MPC icon
182
Marathon Petroleum
MPC
$83.7B
$11.4M 0.11%
70,114
-7,476
-10% -$1.26M
ABNB icon
183
Airbnb
ABNB
$107B
$11.3M 0.11%
88,751
+634
+0.7% +$82.2K
VTR icon
184
Ventas
VTR
$47.9B
$11.2M 0.11%
174,244
-30
-0% -$1.75K
APD icon
185
Air Products & Chemicals
APD
$67.6B
$11.1M 0.11%
37,247
-5,549
-13% -$1.52M
GM icon
186
General Motors
GM
$76.8B
$10.8M 0.1%
241,611
-17,176
-7% -$796K
TRV icon
187
Travelers Companies
TRV
$80.2B
$10.8M 0.1%
45,954
-453
-1% -$99.9K
ES icon
188
Eversource Energy
ES
$27.2B
$10.6M 0.1%
155,244
+15,921
+11% +$1.03M
AIG icon
189
American International
AIG
$41.3B
$10.6M 0.1%
144,244
-3,454
-2% -$257K
APO icon
190
Apollo Global Management
APO
$73.4B
$10.5M 0.1%
84,205
+2,085
+3% +$241K
FTNT icon
191
Fortinet
FTNT
$117B
$10.5M 0.1%
135,537
+1,344
+1% +$91.8K
KDP icon
192
Keurig Dr Pepper
KDP
$40.8B
$10.4M 0.1%
278,682
+12,263
+5% +$431K
XEL icon
193
Xcel Energy
XEL
$48.8B
$10.4M 0.1%
159,911
-31,863
-17% -$1.89M
WDAY icon
194
Workday
WDAY
$44.4B
$10.4M 0.1%
42,361
+414
+1% +$97.8K
PCAR icon
195
PACCAR
PCAR
$70.1B
$10.3M 0.1%
103,899
-793
-0.8% -$77.5K
DD icon
196
DuPont de Nemours
DD
$19.2B
$10.1M 0.1%
90,657
+5,557
+7% +$566K
ROST icon
197
Ross Stores
ROST
$81.9B
$10.1M 0.1%
67,019
-203
-0.3% -$30K
ALL icon
198
Allstate
ALL
$67.5B
$10.1M 0.1%
53,111
+729
+1% +$129K
FIS icon
199
Fidelity National Information Services
FIS
$22.1B
$10M 0.1%
119,978
-2,635
-2% -$208K
AMP icon
200
Ameriprise Financial
AMP
$48.8B
$10M 0.1%
21,304
-250
-1% -$108K
6 7
8
9 10

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UM
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FCAS
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RFC
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IFM Investors's Q3 2024 Portfolio in Review

As of Q3 2024, IFM Investors held 696 positions worth $10.4B, up 5.7% from $9.86B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Trading was light in Q3 2024: portfolio turnover was 3.6%. IFM Investors opened 10 new positions and exited 15, leaving the 696-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Financials and Healthcare.

  • IFM Investors's largest Q3 2024 buy was Ferguson: 44,312 shares worth $8.8M.
  • IFM Investors added most to Union Pacific in Q3 2024, an estimated $7.53M increase.
  • IFM Investors's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $7.43M.
  • IFM Investors fully exited Super Micro Computer in Q3 2024, selling an estimated $8.62M.
  • IFM Investors's ten largest holdings make up 32% of its $10.4B portfolio in Q3 2024.
  • IFM Investors opened 10 new positions and closed 15 in Q3 2024.
  • IFM Investors's portfolio value rose 5.7% quarter-over-quarter to $10.4B.

Based on IFM Investors's 13F filing for Q3 2024, filed 23 Oct 2024.