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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
SNOW icon
201
Snowflake
SNOW
$115B
$9.22M 0.1%
57,073
+634
+1% +$123K
COIN icon
202
Coinbase
COIN
$40.5B
$9.17M 0.1%
34,600
+387
+1% +$69.6K
APO icon
203
Apollo Global Management
APO
$73.4B
$9.15M 0.1%
81,391
-3,484
-4% -$368K
FIS icon
204
Fidelity National Information Services
FIS
$22.1B
$9.15M 0.1%
123,309
+11
+0% +$716
ALL icon
205
Allstate
ALL
$67.5B
$9.05M 0.1%
52,289
-125
-0.2% -$19.7K
MNST icon
206
Monster Beverage
MNST
$88.5B
$8.98M 0.1%
151,420
-1,441
-0.9% -$82.8K
STZ icon
207
Constellation Brands
STZ
$23.2B
$8.91M 0.1%
32,773
– –
OXY icon
208
Occidental Petroleum
OXY
$55.9B
$8.9M 0.1%
137,017
-1,440
-1% -$86K
MSCI icon
209
MSCI
MSCI
$40.9B
$8.84M 0.1%
15,775
-192
-1% -$108K
CNC icon
210
Centene
CNC
$32.5B
$8.84M 0.1%
112,648
-647
-0.6% -$50K
A icon
211
Agilent Technologies
A
$41.2B
$8.8M 0.1%
60,506
-345
-0.6% -$47.3K
EIX icon
212
Edison International
EIX
$26.4B
$8.76M 0.1%
123,905
+2,430
+2% +$166K
WEC icon
213
WEC Energy
WEC
$35.1B
$8.76M 0.1%
106,687
+616
+0.6% +$49.5K
HUM icon
214
Humana
HUM
$46.2B
$8.73M 0.1%
25,190
-322
-1% -$122K
LEN icon
215
Lennar Class A
LEN
$21.2B
$8.73M 0.1%
52,433
– –
KMB icon
216
Kimberly-Clark
KMB
$36.5B
$8.73M 0.1%
67,486
-1,162
-2% -$143K
O icon
217
Realty Income
O
$59.1B
$8.69M 0.09%
160,573
+32,242
+25% +$1.75M
FAST icon
218
Fastenal
FAST
$59.5B
$8.62M 0.09%
223,592
+5,898
+3% +$209K
KR icon
219
Kroger
KR
$34.8B
$8.55M 0.09%
149,684
+2,925
+2% +$144K
ETR icon
220
Entergy
ETR
$50B
$8.53M 0.09%
161,430
+1,872
+1% +$94.9K
DLR icon
221
Digital Realty Trust
DLR
$71.7B
$8.53M 0.09%
59,185
-765
-1% -$108K
HIG icon
222
Hartford Financial Services
HIG
$39.3B
$8.51M 0.09%
82,601
– –
ODFL icon
223
Old Dominion Freight Line
ODFL
$44.9B
$8.36M 0.09%
38,118
+186
+0.5% +$38.8K
CMI icon
224
Cummins
CMI
$88.7B
$8.35M 0.09%
28,330
-98
-0.3% -$25.3K
PLTR icon
225
Palantir
PLTR
$413B
$8.34M 0.09%
362,570
+11,148
+3% +$238K
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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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.