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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
AAPL icon
1
Apple
AAPL
$4.89T
$714M 7.26%
2,850,845
-135,704
-5% -$32M
NVDA icon
2
NVIDIA
NVDA
$5.01T
$624M 6.34%
4,645,901
-430,174
-8% -$59.3M
MSFT icon
3
Microsoft
MSFT
$2.84T
$561M 5.7%
1,331,410
-120,031
-8% -$51.1M
AMZN icon
4
Amazon
AMZN
$2.5T
$382M 3.88%
1,739,696
-151,179
-8% -$30.9M
META icon
5
Meta Platforms (Facebook)
META
$1.51T
$238M 2.42%
406,097
-37,547
-8% -$22M
TSLA icon
6
Tesla
TSLA
$1.24T
$218M 2.22%
540,373
-46,087
-8% -$14.8M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.91T
$201M 2.04%
1,059,446
-88,021
-8% -$15.4M
AVGO icon
8
Broadcom
AVGO
$1.82T
$194M 1.98%
838,767
-74,073
-8% -$13.7M
GOOG icon
9
Alphabet (Google) Class C
GOOG
$3.9T
$189M 1.92%
990,309
-100,670
-9% -$17.8M
JPM icon
10
JPMorgan Chase
JPM
$939B
$127M 1.29%
528,396
-49,949
-9% -$11.6M
LLY icon
11
Eli Lilly
LLY
$1.07T
$119M 1.2%
153,516
-13,800
-8% -$11.4M
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.07T
$108M 1.09%
237,299
-22,234
-9% -$10.3M
V icon
13
Visa
V
$677B
$98.9M 1.01%
312,860
-12,042
-4% -$3.62M
UNH icon
14
UnitedHealth
UNH
$382B
$88.5M 0.9%
174,931
-14,994
-8% -$8.52M
XOM icon
15
ExxonMobil
XOM
$651B
$84.1M 0.85%
781,802
-88,864
-10% -$10.4M
MA icon
16
Mastercard
MA
$477B
$83.1M 0.84%
157,839
-14,207
-8% -$7.35M
PG icon
17
Procter & Gamble
PG
$343B
$76.1M 0.77%
453,851
-25,951
-5% -$4.42M
COST icon
18
Costco
COST
$415B
$73.1M 0.74%
79,787
-7,547
-9% -$7M
WMT icon
19
Walmart Inc
WMT
$871B
$72.2M 0.73%
799,621
-77,009
-9% -$6.68M
HD icon
20
Home Depot
HD
$332B
$72.2M 0.73%
185,629
-16,802
-8% -$6.86M
NFLX icon
21
Netflix
NFLX
$292B
$71.3M 0.72%
800,130
-75,500
-9% -$6.21M
JNJ icon
22
Johnson & Johnson
JNJ
$635B
$65.6M 0.67%
453,899
-32,749
-7% -$5.07M
CRM icon
23
Salesforce
CRM
$134B
$61.2M 0.62%
183,073
-17,081
-9% -$5.45M
ABBV icon
24
AbbVie
ABBV
$458B
$58.8M 0.6%
330,863
-29,681
-8% -$5.46M
BAC icon
25
Bank of America
BAC
$435B
$57.4M 0.58%
1,306,712
-118,693
-8% -$5.22M
1
2 3 4 5

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IA
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AT
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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
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GF
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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.