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
+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
AAPL icon
1
Apple
AAPL
$4.89T
$696M 6.68%
2,986,549
-7,941
-0.3% -$1.77M
MSFT icon
2
Microsoft
MSFT
$2.84T
$625M 5.99%
1,451,441
+2,450
+0.2% +$1.05M
NVDA icon
3
NVIDIA
NVDA
$5.01T
$616M 5.91%
5,076,075
-62,899
-1% -$7.43M
AMZN icon
4
Amazon
AMZN
$2.5T
$352M 3.38%
1,890,875
+6,391
+0.3% +$1.17M
META icon
5
Meta Platforms (Facebook)
META
$1.51T
$254M 2.44%
443,644
+564
+0.1% +$290K
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.91T
$190M 1.83%
1,147,467
+11,761
+1% +$1.97M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.9T
$182M 1.75%
1,090,979
-24,421
-2% -$4.13M
AVGO icon
8
Broadcom
AVGO
$1.82T
$157M 1.51%
912,840
+7,360
+0.8% +$1.18M
TSLA icon
9
Tesla
TSLA
$1.24T
$153M 1.47%
586,460
-676
-0.1% -$154K
LLY icon
10
Eli Lilly
LLY
$1.07T
$148M 1.42%
167,316
+1,269
+0.8% +$1.14M
JPM icon
11
JPMorgan Chase
JPM
$939B
$122M 1.17%
578,345
-2,615
-0.5% -$551K
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.07T
$119M 1.15%
259,533
-187
-0.1% -$82.7K
UNH icon
13
UnitedHealth
UNH
$382B
$111M 1.07%
189,925
-436
-0.2% -$247K
XOM icon
14
ExxonMobil
XOM
$651B
$102M 0.98%
870,666
-21,539
-2% -$2.49M
V icon
15
Visa
V
$677B
$89.3M 0.86%
324,902
-1,619
-0.5% -$438K
MA icon
16
Mastercard
MA
$477B
$85M 0.82%
172,046
-943
-0.5% -$439K
PG icon
17
Procter & Gamble
PG
$343B
$83.1M 0.8%
479,802
+5,469
+1% +$928K
HD icon
18
Home Depot
HD
$332B
$82M 0.79%
202,431
-652
-0.3% -$238K
JNJ icon
19
Johnson & Johnson
JNJ
$635B
$78.9M 0.76%
486,648
-1,720
-0.4% -$274K
COST icon
20
Costco
COST
$415B
$77.4M 0.74%
87,334
-330
-0.4% -$286K
ABBV icon
21
AbbVie
ABBV
$458B
$71.2M 0.68%
360,544
-1,282
-0.4% -$239K
WMT icon
22
Walmart Inc
WMT
$871B
$70.8M 0.68%
876,630
-4,594
-0.5% -$337K
NFLX icon
23
Netflix
NFLX
$292B
$62.1M 0.6%
875,630
-2,850
-0.3% -$191K
MRK icon
24
Merck
MRK
$324B
$60.4M 0.58%
531,758
+3,586
+0.7% +$426K
KO icon
25
Coca-Cola
KO
$354B
$58.9M 0.56%
819,298
+3,542
+0.4% +$243K
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 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.