Portfolio (Quarterly)
Guide ↗
IFM Investors Pty Ltd
· CIK 0001698246| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | Technology | 5,283,792.0 | $1.06B | 7.00% | +278K | +5.5% | $200.09 | +7.3% |
| 2 | AAPL | APPLE INC | Technology | 3,356,844.0 | $971.3M | 6.43% | +334K | +11.1% | $289.36 | +6.9% |
| 3 | MSFT | MICROSOFT CORP | Technology | 1,616,514.0 | $603.0M | 3.99% | +164K | +11.3% | $373.02 | +29.5% |
| 4 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,178,126.0 | $519.1M | 3.44% | +262K | +13.7% | $238.34 | +8.5% |
| 5 | GOOGL | ALPHABET INC | Communication Services | 1,306,169.0 | $466.8M | 3.09% | +131K | +11.2% | $357.37 | -3.5% |
| 6 | AVGO | BROADCOM INC | Technology | 1,028,484.0 | $388.5M | 2.57% | +100K | +10.8% | $377.75 | -2.5% |
| 7 | GOOG | ALPHABET INC | — | 1,077,119.0 | $380.6M | 2.52% | +56K | +5.5% | $353.33 | — |
| 8 | MU | MICRON TECHNOLOGY INC | Technology | 258,078.0 | $297.9M | 1.97% | +26K | +11.0% | $1154.29 | -16.2% |
| 9 | META | META PLATFORMS INC | Communication Services | 494,964.0 | $278.8M | 1.84% | +54K | +12.3% | $563.29 | -2.4% |
| 10 | TSLA | TESLA INC | Consumer Cyclical | 644,354.0 | $271.0M | 1.79% | +61K | +10.5% | $420.60 | -13.7% |
| 11 | LLY | ELI LILLY & CO | Healthcare | 183,394.0 | $220.0M | 1.46% | +19K | +11.4% | $1199.43 | +4.6% |
| 12 | AMD | ADVANCED MICRO DEVICES INC | Technology | 373,215.0 | $216.8M | 1.44% | NEW | — | $580.91 | -18.5% |
| 13 | JPM | JPMORGAN CHASE & CO | Financial Services | 602,652.0 | $197.3M | 1.30% | +58K | +10.6% | $327.33 | +7.4% |
| 14 | — | BERKSHIRE HATHAWAY INC DEL | — | 302,137.0 | $151.2M | 1.00% | +37K | +13.8% | $500.39 | — |
| 15 | JNJ | JOHNSON & JOHNSON | Healthcare | 559,954.0 | $142.2M | 0.94% | +54K | +10.8% | $253.97 | +6.4% |
| 16 | INTC | INTEL CORP | Technology | 1,004,380.0 | $140.2M | 0.93% | +81K | +8.8% | $139.63 | -35.5% |
| 17 | V | VISA INC | Financial Services | 386,751.0 | $132.7M | 0.88% | +42K | +12.3% | $343.09 | +8.1% |
| 18 | AMAT | APPLIED MATLS INC | Technology | 182,448.0 | $131.9M | 0.87% | +16K | +9.9% | $723.00 | -31.9% |
| 19 | XOM | EXXON MOBIL CORP | Energy | 936,104.0 | $128.0M | 0.85% | +104K | +12.4% | $136.72 | +20.8% |
| 20 | LRCX | LAM RESEARCH CORP | Technology | 287,229.0 | $124.5M | 0.82% | +24K | +9.3% | $433.33 | -27.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
39.2%
Financial Services
10.6%
Consumer Cyclical
9.7%
Healthcare
9.4%
Industrials
7.8%
Communication Services
7.5%
Consumer Defensive
4.4%
Real Estate
3.4%
Utilities
3.2%
Energy
3.2%