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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
CNC icon
201
Centene
CNC
$32.5B
$8.41M 0.1%
113,295
-2,348
-2% -$169K
EA
202
DELISTED
Electronic Arts
EA
$8.39M 0.1%
61,325
-1,447
-2% -$191K
KMB icon
203
Kimberly-Clark
KMB
$36.5B
$8.34M 0.1%
68,648
– –
AMP icon
204
Ameriprise Financial
AMP
$48.8B
$8.32M 0.1%
21,911
-640
-3% -$219K
KDP icon
205
Keurig Dr Pepper
KDP
$40.8B
$8.27M 0.1%
248,289
+30,278
+14% +$943K
OXY icon
206
Occidental Petroleum
OXY
$55.9B
$8.27M 0.1%
138,457
-3,217
-2% -$196K
ES icon
207
Eversource Energy
ES
$27.2B
$8.17M 0.1%
132,414
+323
+0.2% +$18.6K
WCN
208
Waste Connections
WCN
$42B
$8.11M 0.1%
54,339
– –
ETR icon
209
Entergy
ETR
$50B
$8.07M 0.1%
159,558
+4,820
+3% +$235K
DLR icon
210
Digital Realty Trust
DLR
$71.7B
$8.07M 0.1%
59,950
+723
+1% +$93.4K
CPRT icon
211
Copart
CPRT
$27.5B
$8.02M 0.1%
163,618
– –
FTNT icon
212
Fortinet
FTNT
$117B
$8.01M 0.1%
136,877
-1,152
-0.8% -$63.7K
STZ icon
213
Constellation Brands
STZ
$23.2B
$7.92M 0.1%
32,773
-383
-1% -$91.1K
APO icon
214
Apollo Global Management
APO
$73.4B
$7.91M 0.1%
84,875
-930
-1% -$82.1K
PAYX icon
215
Paychex
PAYX
$42.7B
$7.88M 0.1%
66,129
-137
-0.2% -$16.2K
HES
216
DELISTED
Hess
HES
$7.84M 0.1%
54,371
– –
DOW icon
217
Dow Inc
DOW
$21.2B
$7.79M 0.09%
141,968
– –
ODFL icon
218
Old Dominion Freight Line
ODFL
$44.9B
$7.69M 0.09%
37,932
-570
-1% -$113K
CHTR icon
219
Charter Communications
CHTR
$18.2B
$7.65M 0.09%
19,678
-702
-3% -$286K
ADM icon
220
Archer Daniels Midland
ADM
$36.9B
$7.63M 0.09%
105,693
– –
GIS icon
221
General Mills
GIS
$19.7B
$7.62M 0.09%
116,938
-2,403
-2% -$155K
IT icon
222
Gartner
IT
$11.7B
$7.58M 0.09%
16,812
– –
LEN icon
223
Lennar Class A
LEN
$21.2B
$7.57M 0.09%
52,433
– –
VRSK icon
224
Verisk Analytics
VRSK
$25B
$7.51M 0.09%
31,425
-668
-2% -$158K
PPG icon
225
PPG Industries
PPG
$26.6B
$7.47M 0.09%
49,923
– –
7 8
9
10 11

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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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GF
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Verition Fund Management
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NMO
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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.