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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
+4.6%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.84B
AUM Growth
-$584M
Cap. Flow
-$821M
Cap. Flow %
-8.34%
Top 10 Hldgs %
35.03%
Holding
685
New
4
Increased
61
Reduced
562
Closed
11

Top Buys

Rank Stock Value
1
CVNA icon
Carvana
CVNA
+$4.7M
2
SMCI icon
Super Micro Computer
SMCI
+$3.46M
3
NTNX icon
Nutanix
NTNX
+$3.04M
4
NLY icon
Annaly Capital Management
NLY
+$999K
5
HAL icon
Halliburton
HAL
+$962K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$59.3M
2
MSFT icon
Microsoft
MSFT
+$51.1M
3
AAPL icon
Apple
AAPL
+$32M
4
AMZN icon
Amazon
AMZN
+$30.9M
5
META icon
Meta Platforms (Facebook)
META
+$22M

Sector Composition

Rank Sector Weight
1 Technology 32.43%
2 Financials 12.29%
3 Consumer Discretionary 11.19%
4 Healthcare 9.93%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XEL icon
176
Xcel Energy
XEL
$48.8B
$10.9M 0.11%
160,999
+1,088
+0.7% +$73K
EQR icon
177
Equity Residential
EQR
$25.1B
$10.7M 0.11%
148,766
-7,993
-5% -$587K
AZO icon
178
AutoZone
AZO
$51.1B
$10.6M 0.11%
3,320
-340
-9% -$1.08M
ABNB icon
179
Airbnb
ABNB
$107B
$10.6M 0.11%
80,796
-7,955
-9% -$1.07M
TRGP icon
180
Targa Resources
TRGP
$55.1B
$10.6M 0.11%
59,146
-3,791
-6% -$680K
AMP icon
181
Ameriprise Financial
AMP
$48.8B
$10.5M 0.11%
19,647
-1,657
-8% -$884K
MET icon
182
MetLife
MET
$62.1B
$10.3M 0.11%
126,326
-12,439
-9% -$1.04M
CVS icon
183
CVS Health
CVS
$122B
$10.2M 0.1%
228,090
-21,480
-9% -$1.21M
TRV icon
184
Travelers Companies
TRV
$80.2B
$10.2M 0.1%
42,258
-3,696
-8% -$923K
PCAR icon
185
PACCAR
PCAR
$70.1B
$9.97M 0.1%
95,893
-8,006
-8% -$876K
VTR icon
186
Ventas
VTR
$47.9B
$9.96M 0.1%
169,105
-5,139
-3% -$323K
FCX icon
187
Freeport-McMoran
FCX
$97.5B
$9.94M 0.1%
260,959
-24,532
-9% -$1.1M
AWK icon
188
American Water Works
AWK
$26.9B
$9.93M 0.1%
79,772
-4,188
-5% -$565K
MSTR icon
189
Strategy Inc
MSTR
$38.4B
$9.92M 0.1%
34,235
+1,953
+6% +$588K
WDAY icon
190
Workday
WDAY
$44.4B
$9.89M 0.1%
38,322
-4,039
-10% -$1.03M
BKR icon
191
Baker Hughes
BKR
$61.1B
$9.81M 0.1%
239,087
-30,633
-11% -$1.24M
ROP icon
192
Roper Technologies
ROP
$39.8B
$9.74M 0.1%
18,731
-2,151
-10% -$1.18M
AIG icon
193
American International
AIG
$41.3B
$9.62M 0.1%
132,146
-12,098
-8% -$910K
ETR icon
194
Entergy
ETR
$50B
$9.52M 0.1%
125,614
-10,074
-7% -$727K
URI icon
195
United Rentals
URI
$72.4B
$9.5M 0.1%
13,479
-1,099
-8% -$893K
DASH icon
196
DoorDash
DASH
$93.7B
$9.47M 0.1%
56,454
-4,341
-7% -$713K
ALL icon
197
Allstate
ALL
$67.5B
$9.36M 0.1%
48,534
-4,577
-9% -$888K
TTD icon
198
Trade Desk
TTD
$6.49B
$9.35M 0.1%
79,578
-7,777
-9% -$962K
CMI icon
199
Cummins
CMI
$88.7B
$9.33M 0.09%
26,762
-2,961
-10% -$1.04M
ROST icon
200
Ross Stores
ROST
$81.9B
$9.22M 0.09%
60,969
-6,050
-9% -$889K
6 7
8
9 10

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IFM Investors's Q4 2024 Portfolio in Review

As of Q4 2024, IFM Investors held 685 positions worth $9.84B, down 5.6% from $10.4B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors withdrew a net $821M in Q4 2024, closing 11 positions and reducing 562 holdings. Its most notable exit was Marathon Oil Corporation, an estimated $2.86M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, IFM Investors opened a new position in Carvana worth $4.26M.

  • IFM Investors's largest Q4 2024 buy was Carvana: 104,630 shares worth $4.26M.
  • IFM Investors added most to Annaly Capital Management in Q4 2024, an estimated $999K increase.
  • IFM Investors's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $59.3M.
  • IFM Investors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $2.86M.
  • IFM Investors's ten largest holdings make up 35% of its $9.84B portfolio in Q4 2024.
  • IFM Investors opened 4 new positions and closed 11 in Q4 2024.
  • IFM Investors's portfolio value fell 5.6% quarter-over-quarter to $9.84B.

Based on IFM Investors's 13F filing for Q4 2024, filed 29 Apr 2025.