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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
MSFT icon
1
Microsoft
MSFT
$2.9T
$603M 6.58%
1,433,988
-1,365
-0.1% -$553K
AAPL icon
2
Apple
AAPL
$4.95T
$511M 5.57%
2,979,048
-182,801
-6% -$33.2M
NVDA icon
3
NVIDIA
NVDA
$4.8T
$454M 4.95%
5,026,320
-7,090
-0.1% -$514K
AMZN icon
4
Amazon
AMZN
$2.49T
$334M 3.65%
1,853,085
-926
-0% -$155K
META icon
5
Meta Platforms (Facebook)
META
$1.52T
$215M 2.35%
443,377
-1,456
-0.3% -$649K
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.02T
$171M 1.87%
1,133,308
-8,392
-0.7% -$1.2M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.02T
$169M 1.84%
1,107,817
-8,328
-0.7% -$1.2M
LLY icon
8
Eli Lilly
LLY
$1.07T
$127M 1.39%
163,755
-672
-0.4% -$478K
AVGO icon
9
Broadcom
AVGO
$1.82T
$119M 1.3%
898,740
+70
+0% +$8.67K
JPM icon
10
JPMorgan Chase
JPM
$940B
$117M 1.28%
585,642
-4,348
-0.7% -$785K
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.07T
$109M 1.18%
258,056
-1,154
-0.4% -$454K
TSLA icon
12
Tesla
TSLA
$1.22T
$102M 1.11%
579,618
+8
+0% +$1.56K
UNH icon
13
UnitedHealth
UNH
$380B
$93.5M 1.02%
188,931
-710
-0.4% -$361K
V icon
14
Visa
V
$691B
$90.5M 0.99%
324,342
-3,170
-1% -$875K
XOM icon
15
ExxonMobil
XOM
$642B
$90.4M 0.99%
777,275
-6,632
-0.8% -$694K
MA icon
16
Mastercard
MA
$488B
$82M 0.89%
170,342
-1,245
-0.7% -$569K
HD icon
17
Home Depot
HD
$337B
$77.4M 0.84%
201,801
-1,620
-0.8% -$592K
JNJ icon
18
Johnson & Johnson
JNJ
$645B
$77.3M 0.84%
488,468
-1,309
-0.3% -$208K
PG icon
19
Procter & Gamble
PG
$346B
$75.9M 0.83%
467,963
-1,026
-0.2% -$161K
MRK icon
20
Merck
MRK
$325B
$68.9M 0.75%
521,793
-2,076
-0.4% -$256K
ABBV icon
21
AbbVie
ABBV
$459B
$65.5M 0.71%
359,744
-1,351
-0.4% -$233K
COST icon
22
Costco
COST
$420B
$63.6M 0.69%
86,800
+169
+0.2% +$121K
CRM icon
23
Salesforce
CRM
$142B
$59.7M 0.65%
198,209
-2,719
-1% -$785K
AMD icon
24
Advanced Micro Devices
AMD
$791B
$59.7M 0.65%
330,707
+2,044
+0.6% +$357K
CVX icon
25
Chevron
CVX
$382B
$57.5M 0.63%
364,712
-3,900
-1% -$589K
1
2 3 4 5

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IA
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AT
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MSV
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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
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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.