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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
PLTR icon
201
Palantir
PLTR
$413B
$9.3M 0.09%
367,217
+4,647
+1% +$105K
FIS icon
202
Fidelity National Information Services
FIS
$22.1B
$9.24M 0.09%
122,613
-696
-0.6% -$51.5K
AMP icon
203
Ameriprise Financial
AMP
$48.7B
$9.21M 0.09%
21,554
+37
+0.2% +$15.8K
IDXX icon
204
Idexx Laboratories
IDXX
$46.2B
$9.2M 0.09%
18,891
+32
+0.2% +$16.1K
GEV icon
205
GE Vernova
GEV
$264B
$9.17M 0.09%
+53,494
New +$8.48M
DXCM icon
206
DexCom
DXCM
$32B
$9.11M 0.09%
80,379
+696
+0.9% +$88K
CPRT icon
207
Copart
CPRT
$27.5B
$9.11M 0.09%
168,204
+2,125
+1% +$116K
VTR icon
208
Ventas
VTR
$47.9B
$8.93M 0.09%
174,274
+96,195
+123% +$4.5M
EA
209
DELISTED
Electronic Arts
EA
$8.91M 0.09%
63,967
+2,642
+4% +$348K
KDP icon
210
Keurig Dr Pepper
KDP
$40.8B
$8.9M 0.09%
266,419
+11,829
+5% +$392K
STZ icon
211
Constellation Brands
STZ
$23.2B
$8.85M 0.09%
34,380
+1,607
+5% +$413K
ARE icon
212
Alexandria Real Estate Equities
ARE
$8.56B
$8.71M 0.09%
74,479
+39,859
+115% +$4.75M
DHI icon
213
D.R. Horton
DHI
$42.3B
$8.71M 0.09%
61,805
-356
-0.6% -$52.3K
SMCI icon
214
Super Micro Computer
SMCI
$20.1B
$8.62M 0.09%
105,170
+6,650
+7% +$568K
DD icon
215
DuPont de Nemours
DD
$19.2B
$8.6M 0.09%
85,100
-676
-0.8% -$66.2K
TTD icon
216
Trade Desk
TTD
$6.48B
$8.54M 0.09%
87,421
+176
+0.2% +$15.9K
OXY icon
217
Occidental Petroleum
OXY
$55.9B
$8.54M 0.09%
135,437
-1,580
-1% -$101K
ACGL icon
218
Arch Capital
ACGL
$33.6B
$8.43M 0.09%
83,584
+2,815
+3% +$274K
VRSK icon
219
Verisk Analytics
VRSK
$25B
$8.42M 0.09%
31,236
+66
+0.2% +$16.2K
WEC icon
220
WEC Energy
WEC
$35.1B
$8.39M 0.09%
106,995
+308
+0.3% +$25K
ALL icon
221
Allstate
ALL
$67.5B
$8.36M 0.08%
52,382
+93
+0.2% +$15.5K
HIG icon
222
Hartford Financial Services
HIG
$39.3B
$8.32M 0.08%
82,760
+159
+0.2% +$16K
COIN icon
223
Coinbase
COIN
$40.5B
$8.28M 0.08%
37,253
+2,653
+8% +$610K
TRGP icon
224
Targa Resources
TRGP
$55.1B
$8.27M 0.08%
64,255
-723
-1% -$84.7K
FE icon
225
FirstEnergy
FE
$27.5B
$8.24M 0.08%
215,441
+22,964
+12% +$891K
7 8
9
10 11

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UM
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FCAS
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RFC
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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.