Latest IFM Investors Pty Ltd Stock Portfolio
IFM Investors Pty Ltd Performance:
2024 Q3: 4.69%YTD: 17.62%2023: 22.91%
Performance for 2024 Q3 is 4.69%, and YTD is 17.62%, and 2023 is 22.91%.
About IFM Investors Pty Ltd and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, IFM Investors Pty Ltd reported an equity portfolio of $10.4 Billions as of 30 Sep, 2024.
The top stock holdings of IFM Investors Pty Ltd are AAPL, MSFT, NVDA. The fund has invested 6.7% of it's portfolio in APPLE INC and 6% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off SUPER MICRO COMPUTER INC (SMCI), WESTROCK CO (WRK) and CAESARS ENTERTAINMENT INC NE (CZR) stocks. They significantly reduced their stock positions in ALBERTSONS COS INC (ACI), HF SINCLAIR CORP (DINO) and MOSAIC CO NEW (MOS). IFM Investors Pty Ltd opened new stock positions in FERGUSON ENTERPRISES INC, NU HLDGS LTD (NU) and SITE CTRS CORP (SITC). The fund showed a lot of confidence in some stocks as they added substantially to MICROSTRATEGY INC (MSTR), DECKERS OUTDOOR CORP (DECK) and CINTAS CORP (CTAS).
The top stock holdings of IFM Investors Pty Ltd are AAPL, MSFT, NVDA. The fund has invested 6.7% of it's portfolio in APPLE INC and 6% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off SUPER MICRO COMPUTER INC (SMCI), WESTROCK CO (WRK) and CAESARS ENTERTAINMENT INC NE (CZR) stocks. They significantly reduced their stock positions in ALBERTSONS COS INC (ACI), HF SINCLAIR CORP (DINO) and MOSAIC CO NEW (MOS). IFM Investors Pty Ltd opened new stock positions in FERGUSON ENTERPRISES INC, NU HLDGS LTD (NU) and SITE CTRS CORP (SITC). The fund showed a lot of confidence in some stocks as they added substantially to MICROSTRATEGY INC (MSTR), DECKERS OUTDOOR CORP (DECK) and CINTAS CORP (CTAS).
IFM Investors Pty Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that IFM Investors Pty Ltd made a return of 4.69% in the last quarter. In trailing 12 months, it's portfolio return was 29.47%.
New Buys
| Ticker | $ Bought |
|---|---|
| ferguson enterprises inc | 8,799,030 |
New stocks bought by IFM Investors Pty Ltd
Additions
| Ticker | % Inc. |
|---|---|
| microstrategy inc | 905 |
| deckers outdoor corp | 516 |
| cintas corp | 290 |
| williams sonoma inc | 105 |
| rpm intl inc | 74.78 |
| reliance inc | 58.3 |
| jacobs solutions inc | 57.26 |
| aecom | 45.96 |
Additions to existing portfolio by IFM Investors Pty Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| coterra energy inc | -28.35 |
| archer daniels midland co | -26.91 |
| nrg energy inc | -26.26 |
| occidental pete corp | -25.82 |
| dte energy co | -23.94 |
| dow inc | -23.74 |
| international paper co | -21.72 |
| vistra corp | -20.57 |
IFM Investors Pty Ltd reduced stake in above stock
Sold off
Sector Distribution
IFM Investors Pty Ltd has about 30.8% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 30.8 |
| Healthcare | 11.2 |
| Financial Services | 10.2 |
| Consumer Cyclical | 10 |
| Communication Services | 8.5 |
| Industrials | 6.7 |
| Consumer Defensive | 5.4 |
| Real Estate | 5.3 |
| Utilities | 3.7 |
| Energy | 3.6 |
| Others | 3 |
| Basic Materials | 1.6 |
Market Cap. Distribution
IFM Investors Pty Ltd has about 96% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 48.3 |
| MEGA-CAP | 47.7 |
| UNALLOCATED | 2.9 |
Stocks belong to which Index?
About 92% of the stocks held by IFM Investors Pty Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 92 |
| Others | 7.6 |
IFM Investors Pty Ltd Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of IFM Investors Pty Ltd
IFM Investors Pty Ltd has 681 stocks in it's portfolio. About 32.4% of the portfolio is in top 10 stocks. CTAS proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for IFM Investors Pty Ltd last quarter.
Last Reported on: 23 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.09 | 60,659 | 9,006,650 | added | 0.03 | ||
| AAPL | apple inc | 6.68 | 2,986,550 | 695,866,000 | reduced | -0.27 | ||
| ABBV | abbvie inc | 0.68 | 360,544 | 71,200,200 | reduced | -0.35 | ||
| ABC | cencora inc | 0.08 | 37,872 | 8,524,230 | added | 9.26 | ||
| ABNB | airbnb inc | 0.11 | 88,751 | 11,254,500 | added | 0.72 | ||
| ABT | abbott labs | 0.39 | 355,617 | 40,543,900 | reduced | -0.02 | ||
| ACGL | arch cap group ltd | 0.09 | 83,450 | 9,336,390 | reduced | -0.16 | ||
| ACM | aecom | 0.03 | 27,644 | 2,854,800 | added | 45.96 | ||
| ADBE | adobe inc | 0.47 | 93,563 | 48,445,000 | reduced | -0.45 | ||
| ADI | analog devices inc | 0.22 | 101,957 | 23,467,400 | reduced | -0.2 | ||
| ADM | archer daniels midland co | 0.04 | 72,636 | 4,339,280 | reduced | -26.91 | ||
| ADP | automatic data processing in | 0.22 | 82,031 | 22,700,400 | reduced | -0.17 | ||
| ADSK | autodesk inc | 0.12 | 46,675 | 12,858,000 | added | 0.32 | ||
| AEE | ameren corp | 0.07 | 78,937 | 6,903,830 | reduced | -12.44 | ||
| AEP | american elec pwr co inc | 0.15 | 147,950 | 15,179,700 | reduced | -14.68 | ||
| AFL | aflac inc | 0.13 | 123,144 | 13,767,500 | reduced | -0.48 | ||
| AIG | american intl group inc | 0.10 | 144,244 | 10,563,000 | reduced | -2.34 | ||
| AIZ | assurant inc | 0.03 | 13,894 | 2,762,960 | unchanged | 0.00 | ||
| AJG | gallagher arthur j & co | 0.12 | 44,909 | 12,636,000 | added | 7.4 | ||
| AKAM | akamai technologies inc | 0.03 | 28,889 | 2,916,340 | reduced | -2.28 | ||