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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
PRU icon
201
Prudential Financial
PRU
$41.8B
$9.95M 0.1%
82,144
+213
+0.3% +$25.2K
WCN
202
Waste Connections
WCN
$42B
$9.95M 0.1%
55,624
-203
-0.4% -$36.7K
FICO icon
203
Fair Isaac
FICO
$22.5B
$9.86M 0.09%
5,074
-2
-0% -$3.42K
BKR icon
204
Baker Hughes
BKR
$61.1B
$9.75M 0.09%
269,720
+67,212
+33% +$2.36M
INVH icon
205
Invitation Homes
INVH
$18B
$9.73M 0.09%
275,917
+469
+0.2% +$16.8K
HIG icon
206
Hartford Financial Services
HIG
$39.3B
$9.65M 0.09%
82,040
-720
-0.9% -$78.9K
KMB icon
207
Kimberly-Clark
KMB
$36.5B
$9.63M 0.09%
67,680
+77
+0.1% +$10.9K
CMI icon
208
Cummins
CMI
$88.7B
$9.62M 0.09%
29,723
+1,624
+6% +$481K
TTD icon
209
Trade Desk
TTD
$6.49B
$9.58M 0.09%
87,355
-66
-0.1% -$6.58K
IDXX icon
210
Idexx Laboratories
IDXX
$46.2B
$9.57M 0.09%
18,947
+56
+0.3% +$27.2K
PPG icon
211
PPG Industries
PPG
$26.6B
$9.53M 0.09%
71,945
+19,698
+38% +$2.49M
GWW icon
212
W.W. Grainger
GWW
$60.2B
$9.51M 0.09%
9,152
+28
+0.3% +$27.1K
PSX icon
213
Phillips 66
PSX
$81.4B
$9.45M 0.09%
71,861
-15,803
-18% -$2.13M
EA
214
DELISTED
Electronic Arts
EA
$9.39M 0.09%
65,443
+1,476
+2% +$214K
CTVA icon
215
Corteva
CTVA
$51.3B
$9.35M 0.09%
158,971
+15,533
+11% +$848K
ACGL icon
216
Arch Capital
ACGL
$33.6B
$9.34M 0.09%
83,450
-134
-0.2% -$13.9K
TRGP icon
217
Targa Resources
TRGP
$55.1B
$9.32M 0.09%
62,937
-1,318
-2% -$185K
MSCI icon
218
MSCI
MSCI
$40.9B
$9.26M 0.09%
15,878
+5
+0% +$2.71K
LEN icon
219
Lennar Class A
LEN
$21.2B
$9.16M 0.09%
50,466
-1,167
-2% -$196K
WEC icon
220
WEC Energy
WEC
$35.1B
$9.11M 0.09%
94,686
-12,309
-12% -$1.09M
STZ icon
221
Constellation Brands
STZ
$23.2B
$9.09M 0.09%
35,262
+882
+3% +$219K
HES
222
DELISTED
Hess
HES
$9.05M 0.09%
66,619
+11,522
+21% +$1.6M
KVUE icon
223
Kenvue
KVUE
$36.9B
$9.02M 0.09%
390,050
-80
-0% -$1.66K
A icon
224
Agilent Technologies
A
$41.2B
$9.01M 0.09%
60,659
+20
+0% +$2.74K
FE icon
225
FirstEnergy
FE
$27.5B
$9M 0.09%
202,920
-12,521
-6% -$527K
7 8
9
10 11

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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 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.