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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
MSFT icon
1
Microsoft
MSFT
$2.84T
$648M 6.57%
1,448,991
+15,003
+1% +$6.34M
NVDA icon
2
NVIDIA
NVDA
$5.01T
$635M 6.44%
5,138,974
+112,654
+2% +$11.4M
AAPL icon
3
Apple
AAPL
$4.89T
$631M 6.4%
2,994,490
+15,442
+0.5% +$2.88M
AMZN icon
4
Amazon
AMZN
$2.5T
$364M 3.69%
1,884,484
+31,399
+2% +$5.77M
META icon
5
Meta Platforms (Facebook)
META
$1.51T
$223M 2.27%
443,080
-297
-0.1% -$144K
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.91T
$207M 2.1%
1,135,706
+2,398
+0.2% +$404K
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.9T
$205M 2.07%
1,115,400
+7,583
+0.7% +$1.29M
LLY icon
8
Eli Lilly
LLY
$1.07T
$150M 1.52%
166,047
+2,292
+1% +$1.83M
AVGO icon
9
Broadcom
AVGO
$1.82T
$145M 1.47%
905,480
+6,740
+0.7% +$945K
JPM icon
10
JPMorgan Chase
JPM
$939B
$118M 1.19%
580,960
-4,682
-0.8% -$915K
TSLA icon
11
Tesla
TSLA
$1.24T
$116M 1.18%
587,136
+7,518
+1% +$1.31M
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.07T
$106M 1.07%
259,720
+1,664
+0.6% +$680K
XOM icon
13
ExxonMobil
XOM
$651B
$103M 1.04%
892,205
+114,930
+15% +$13.4M
UNH icon
14
UnitedHealth
UNH
$382B
$96.9M 0.98%
190,361
+1,430
+0.8% +$701K
V icon
15
Visa
V
$677B
$85.7M 0.87%
326,521
+2,179
+0.7% +$597K
PG icon
16
Procter & Gamble
PG
$343B
$78.2M 0.79%
474,333
+6,370
+1% +$1.04M
MA icon
17
Mastercard
MA
$477B
$76.3M 0.77%
172,989
+2,647
+2% +$1.21M
COST icon
18
Costco
COST
$415B
$74.5M 0.76%
87,664
+864
+1% +$674K
JNJ icon
19
Johnson & Johnson
JNJ
$635B
$71.4M 0.72%
488,368
-100
-0% -$14.9K
HD icon
20
Home Depot
HD
$332B
$69.9M 0.71%
203,083
+1,282
+0.6% +$437K
MRK icon
21
Merck
MRK
$324B
$65.4M 0.66%
528,172
+6,379
+1% +$822K
ABBV icon
22
AbbVie
ABBV
$458B
$62.1M 0.63%
361,826
+2,082
+0.6% +$345K
WMT icon
23
Walmart Inc
WMT
$871B
$59.7M 0.61%
881,224
+9,037
+1% +$569K
NFLX icon
24
Netflix
NFLX
$292B
$59.3M 0.6%
878,480
+1,900
+0.2% +$119K
BAC icon
25
Bank of America
BAC
$435B
$57M 0.58%
1,433,929
+10,331
+0.7% +$396K
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 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.