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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
FICO icon
201
Fair Isaac
FICO
$22.5B
$9.21M 0.09%
4,626
-448
-9% -$957K
APD icon
202
Air Products & Chemicals
APD
$67.6B
$9.15M 0.09%
31,563
-5,684
-15% -$1.78M
EA
203
DELISTED
Electronic Arts
EA
$9.04M 0.09%
61,796
-3,647
-6% -$561K
EW icon
204
Edwards Lifesciences
EW
$51.7B
$8.98M 0.09%
121,329
-11,220
-8% -$785K
PRU icon
205
Prudential Financial
PRU
$41.8B
$8.96M 0.09%
75,559
-6,585
-8% -$813K
WCN
206
Waste Connections
WCN
$42B
$8.78M 0.09%
51,177
-4,447
-8% -$808K
GWW icon
207
W.W. Grainger
GWW
$60.2B
$8.77M 0.09%
8,320
-832
-9% -$938K
CPRT icon
208
Copart
CPRT
$27.5B
$8.75M 0.09%
152,482
-16,947
-10% -$965K
FIS icon
209
Fidelity National Information Services
FIS
$22.1B
$8.75M 0.09%
108,293
-11,685
-10% -$1.01M
KDP icon
210
Keurig Dr Pepper
KDP
$40.8B
$8.74M 0.09%
272,090
-6,592
-2% -$223K
HES
211
DELISTED
Hess
HES
$8.73M 0.09%
65,615
-1,004
-2% -$140K
MSCI icon
212
MSCI
MSCI
$40.9B
$8.67M 0.09%
14,446
-1,432
-9% -$859K
INVH icon
213
Invitation Homes
INVH
$18B
$8.57M 0.09%
267,908
-8,009
-3% -$267K
PWR icon
214
Quanta Services
PWR
$101B
$8.54M 0.09%
27,009
-2,654
-9% -$854K
COIN icon
215
Coinbase
COIN
$40.5B
$8.53M 0.09%
34,365
-2,900
-8% -$736K
AXON
216
Axon Enterprise
AXON
$46.4B
$8.51M 0.09%
14,316
-479
-3% -$261K
ES icon
217
Eversource Energy
ES
$27.2B
$8.5M 0.09%
147,929
-7,315
-5% -$456K
DFS
218
DELISTED
Discover Financial Services
DFS
$8.45M 0.09%
48,805
-3,081
-6% -$506K
XYZ
219
Block Inc
XYZ
$47.5B
$8.44M 0.09%
99,356
-9,920
-9% -$814K
GDDY icon
220
GoDaddy
GDDY
$11.5B
$8.42M 0.09%
42,664
-2,599
-6% -$475K
HIG icon
221
Hartford Financial Services
HIG
$39.3B
$8.38M 0.09%
76,591
-5,449
-7% -$632K
PAYX icon
222
Paychex
PAYX
$42.7B
$8.36M 0.09%
59,610
-5,494
-8% -$780K
LULU icon
223
lululemon athletica
LULU
$14.6B
$8.32M 0.08%
21,760
-2,299
-10% -$751K
SNOW icon
224
Snowflake
SNOW
$115B
$8.3M 0.08%
53,746
-5,335
-9% -$751K
HWM icon
225
Howmet Aerospace
HWM
$112B
$8.3M 0.08%
75,865
-4,947
-6% -$542K
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 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.