We are live on ! Find out more
II

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
AAPL icon
1
Apple
AAPL
$4.89T
$609M 7.41%
3,161,849
-36,000
-1% -$6.65M
MSFT icon
2
Microsoft
MSFT
$2.84T
$540M 6.57%
1,435,353
-8,151
-0.6% -$2.9M
AMZN icon
3
Amazon
AMZN
$2.5T
$282M 3.43%
1,854,011
-21
-0% -$2.94K
NVDA icon
4
NVIDIA
NVDA
$5.01T
$249M 3.04%
5,033,410
-23,270
-0.5% -$1.08M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.91T
$159M 1.94%
1,141,700
+2,576
+0.2% +$346K
META icon
6
Meta Platforms (Facebook)
META
$1.51T
$157M 1.92%
444,833
+906
+0.2% +$295K
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.9T
$157M 1.92%
1,116,145
-29,727
-3% -$4.03M
TSLA icon
8
Tesla
TSLA
$1.24T
$144M 1.75%
579,610
-2,136
-0.4% -$508K
JPM icon
9
JPMorgan Chase
JPM
$939B
$100M 1.22%
589,990
-1,341
-0.2% -$203K
AVGO icon
10
Broadcom
AVGO
$1.82T
$100M 1.22%
898,670
+56,490
+7% +$5.35M
UNH icon
11
UnitedHealth
UNH
$382B
$99.8M 1.22%
189,641
-1,194
-0.6% -$637K
LLY icon
12
Eli Lilly
LLY
$1.07T
$95.8M 1.17%
164,427
+382
+0.2% +$223K
BRK.B icon
13
Berkshire Hathaway Class B
BRK.B
$1.07T
$92.5M 1.13%
259,210
+5,554
+2% +$1.95M
V icon
14
Visa
V
$677B
$85.3M 1.04%
327,512
-3,160
-1% -$779K
XOM icon
15
ExxonMobil
XOM
$651B
$78.4M 0.95%
783,907
-12,551
-2% -$1.32M
JNJ icon
16
Johnson & Johnson
JNJ
$635B
$76.8M 0.93%
489,777
-13,680
-3% -$2.1M
MA icon
17
Mastercard
MA
$477B
$73.2M 0.89%
171,587
-1,374
-0.8% -$552K
HD icon
18
Home Depot
HD
$332B
$70.5M 0.86%
203,421
-2,604
-1% -$806K
PG icon
19
Procter & Gamble
PG
$343B
$68.7M 0.84%
468,989
+1,793
+0.4% +$266K
COST icon
20
Costco
COST
$415B
$57.2M 0.7%
86,631
-693
-0.8% -$411K
MRK icon
21
Merck
MRK
$324B
$57.1M 0.7%
523,869
+5,169
+1% +$537K
ADBE icon
22
Adobe
ADBE
$89.5B
$56.6M 0.69%
94,865
-1,224
-1% -$706K
ABBV icon
23
AbbVie
ABBV
$458B
$56M 0.68%
361,095
+3,372
+0.9% +$492K
CVX icon
24
Chevron
CVX
$388B
$55M 0.67%
368,612
+3,941
+1% +$596K
CRM icon
25
Salesforce
CRM
$134B
$52.9M 0.64%
200,928
-3,698
-2% -$837K
1
2 3 4 5

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $15.1B AUM 26.53% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
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
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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.