Ifm Investors Pty Ltd Top Holdings and 13F Report (2024) About Ifm Investors Pty LtdInvestment ActivityIfm Investors Pty Ltd has $10.42 billion in total holdings as of September 30, 2024.Ifm Investors Pty Ltd owns shares of 681 different stocks, but just 180 companies or ETFs make up 80% of its holdings.Approximately 2.65% of the portfolio was purchased this quarter.About 1.25% of the portfolio was sold this quarter.This quarter, Ifm Investors Pty Ltd has purchased 686 new stocks and bought additional shares in 272 stocks.Ifm Investors Pty Ltd sold shares of 345 stocks and completely divested from 16 stocks this quarter.Largest Holdings Apple $695,865,917Microsoft $624,555,062NVIDIA $616,438,548Amazon.com $352,326,739Meta Platforms $253,959,571 Largest New Holdings this Quarter FERGUSON ENTERPRISES INC $8,799,034 HoldingNU $1,378,623 HoldingLINEAGE INC $1,122,480 HoldingAMENTUM HOLDINGS INC $728,947 HoldingSITE CTRS CORP $662,838 Holding Largest Purchases this Quarter Broadcom 822,292 shares (about $141.85M)Cintas 54,111 shares (about $11.14M)FERGUSON ENTERPRISES INC 44,312 shares (about $8.80M)Union Pacific 31,041 shares (about $7.65M)MicroStrategy 29,073 shares (about $4.90M) Largest Sales this Quarter NVIDIA 62,899 shares (about $7.64M)NextEra Energy 50,842 shares (about $4.30M)Alphabet 24,421 shares (about $4.08M)Southern 34,681 shares (about $3.13M)Duke Energy 26,199 shares (about $3.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIfm Investors Pty Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$695,865,917$1,850,253 ▼-0.3%2,986,5496.7%Computer and TechnologyMSFTMicrosoft$624,555,062$1,054,235 ▲0.2%1,451,4416.0%Computer and TechnologyNVDANVIDIA$616,438,548$7,638,455 ▼-1.2%5,076,0755.9%Computer and TechnologyAMZNAmazon.com$352,326,739$1,190,835 ▲0.3%1,890,8753.4%Retail/WholesaleMETAMeta Platforms$253,959,571$322,856 ▲0.1%443,6442.4%Computer and TechnologyGOOGLAlphabet$190,307,402$1,950,562 ▲1.0%1,147,4671.8%Computer and TechnologyGOOGAlphabet$182,400,779$4,082,947 ▼-2.2%1,090,9791.8%Computer and TechnologyAVGOBroadcom$157,464,900$141,845,370 ▲908.1%912,8401.5%Computer and TechnologyTSLATesla$153,435,530$176,862 ▼-0.1%586,4601.5%Auto/Tires/TrucksLLYEli Lilly and Company$148,231,937$1,124,258 ▲0.8%167,3161.4%MedicalJPMJPMorgan Chase & Co.$121,949,827$551,399 ▼-0.5%578,3451.2%FinanceBRK.BBerkshire Hathaway$119,452,659$86,069 ▼-0.1%259,5331.1%FinanceUNHUnitedHealth Group$111,045,349$254,920 ▼-0.2%189,9251.1%MedicalXOMExxon Mobil$102,059,469$2,524,802 ▼-2.4%870,6661.0%Oils/EnergyVVisa$89,331,805$445,144 ▼-0.5%324,9020.9%Business ServicesMAMastercard$84,956,315$465,653 ▼-0.5%172,0460.8%Business ServicesPGProcter & Gamble$83,101,706$947,231 ▲1.2%479,8020.8%Consumer StaplesHDHome Depot$82,025,041$264,190 ▼-0.3%202,4310.8%Retail/WholesaleJNJJohnson & Johnson$78,866,175$278,743 ▼-0.4%486,6480.8%MedicalCOSTCostco Wholesale$77,423,338$292,552 ▼-0.4%87,3340.7%Retail/WholesaleABBVAbbVie$71,200,229$253,169 ▼-0.4%360,5440.7%MedicalWMTWalmart$70,787,872$370,965 ▼-0.5%876,6300.7%Retail/WholesaleNFLXNetflix$62,105,809$202,142 ▼-0.3%87,5630.6%Consumer DiscretionaryMRKMerck & Co., Inc.$60,386,438$407,226 ▲0.7%531,7580.6%MedicalKOCoca-Cola$58,874,754$254,528 ▲0.4%819,2980.6%Consumer StaplesORCLOracle$57,072,072$127,800 ▲0.2%334,9300.5%Computer and TechnologyBACBank of America$56,560,070$338,232 ▼-0.6%1,425,4050.5%FinanceCRMSalesforce$54,784,151$62,132 ▼-0.1%200,1540.5%Computer and TechnologyAMDAdvanced Micro Devices$54,648,485$195,912 ▼-0.4%333,0600.5%Computer and TechnologyNEENextEra Energy$53,376,976$4,297,674 ▼-7.5%631,4560.5%UtilitiesCVXChevron$52,532,682$996,429 ▼-1.9%356,7100.5%Oils/EnergyPLDPrologis$50,851,441$47,229 ▲0.1%402,6880.5%FinanceADBEAdobe$48,445,050$220,574 ▼-0.5%93,5630.5%Computer and TechnologyTMOThermo Fisher Scientific$47,287,821$461,453 ▼-1.0%76,4470.5%MedicalPEPPepsiCo$47,164,898$272,590 ▲0.6%277,3590.5%Consumer StaplesUNPUnion Pacific$44,727,000$7,650,986 ▲20.6%181,4630.4%TransportationCSCOCisco Systems$44,289,737$211,816 ▼-0.5%832,2010.4%Computer and TechnologyMCDMcDonald's$44,010,526$405,912 ▲0.9%144,5290.4%Retail/WholesaleIBMInternational Business Machines$41,223,461$31,614 ▼-0.1%186,4640.4%Computer and TechnologyDHRDanaher$40,908,419$952,775 ▼-2.3%147,1420.4%Multi-Sector ConglomeratesGEGeneral Electric$40,734,789$164,630 ▼-0.4%216,0080.4%TransportationVZVerizon Communications$40,575,287$1,558,152 ▲4.0%903,4800.4%Computer and TechnologyABTAbbott Laboratories$40,543,894$6,157 ▼0.0%355,6170.4%MedicalTXNTexas Instruments$40,234,672$24,788 ▼-0.1%194,7750.4%Computer and TechnologyQCOMQUALCOMM$39,815,507$164,608 ▼-0.4%234,1400.4%Computer and TechnologyWFCWells Fargo & Company$39,794,324$564,392 ▼-1.4%704,4490.4%FinanceCATCaterpillar$39,220,731$515,887 ▼-1.3%100,2780.4%Industrial ProductsNOWServiceNow$37,853,268$575,987 ▲1.5%42,3230.4%Computer and TechnologyEQIXEquinix$37,659,478$29,292 ▼-0.1%42,4270.4%FinanceINTUIntuit$37,356,255$67,068 ▲0.2%60,1550.4%Computer and TechnologyISRGIntuitive Surgical$36,839,355$47,653 ▼-0.1%74,9880.4%MedicalAMGNAmgen$35,984,091$55,098 ▲0.2%111,6790.3%MedicalDISWalt Disney$35,307,213$18,276 ▼-0.1%367,0570.3%Consumer DiscretionaryAMATApplied Materials$35,223,781$454,613 ▲1.3%174,3320.3%Computer and TechnologyCMCSAComcast$35,002,968$225,934 ▼-0.6%837,9930.3%Consumer DiscretionaryPFEPfizer$34,102,867$25,265 ▼-0.1%1,178,3990.3%MedicalWELLWelltower$33,847,035$1,254,310 ▲3.8%264,3680.3%FinanceAMTAmerican Tower$33,739,572$18,372 ▼-0.1%145,0790.3%FinanceSPGIS&P Global$33,124,125$176,167 ▼-0.5%64,1170.3%Business ServicesTAT&T$32,977,120$935,418 ▲2.9%1,498,9600.3%Computer and TechnologyAXPAmerican Express$32,467,793$344,966 ▼-1.1%119,7190.3%FinanceGSThe Goldman Sachs Group$32,268,299$187,647 ▼-0.6%65,1740.3%FinanceLOWLowe's Companies$31,762,038$32,773 ▼-0.1%117,2680.3%Retail/WholesaleBKNGBooking$31,536,142$484,394 ▼-1.5%7,4870.3%Retail/WholesalePMPhilip Morris International$30,561,357$124,556 ▲0.4%251,7410.3%Consumer StaplesPGRProgressive$30,015,494$22,077 ▲0.1%118,2830.3%FinanceSOSouthern$29,728,288$3,127,533 ▼-9.5%329,6550.3%UtilitiesUBERUber Technologies$28,179,288$194,138 ▼-0.7%374,9240.3%Computer and TechnologyBLKBlackRock$28,000,100$1,899 ▼0.0%29,4890.3%FinanceDUKDuke Energy$26,658,398$3,020,745 ▼-10.2%231,2090.3%UtilitiesTJXTJX Companies$26,075,544$41,609 ▼-0.2%221,8440.3%Retail/WholesaleELVElevance Health$26,068,640$508,560 ▲2.0%50,1320.3%MedicalCOPConocoPhillips$26,063,327$84,013 ▼-0.3%247,5620.3%Oils/EnergyPSAPublic Storage$25,973,404$37,115 ▼-0.1%71,3810.2%FinanceBSXBoston Scientific$25,921,603$133,829 ▲0.5%309,3270.2%MedicalSYKStryker$25,897,284$121,745 ▲0.5%71,6860.2%MedicalMSMorgan Stanley$25,896,447$185,130 ▼-0.7%248,4310.2%FinanceVRTXVertex Pharmaceuticals$24,845,504$30,230 ▼-0.1%53,4220.2%MedicalREGNRegeneron Pharmaceuticals$24,478,123$28,383 ▲0.1%23,2850.2%MedicalCCitigroup$24,310,460$101,788 ▼-0.4%388,3460.2%FinanceSPGSimon Property Group$23,694,238$51,382 ▲0.2%140,1860.2%FinanceORealty Income$23,574,229$283,107 ▲1.2%371,7160.2%FinanceADIAnalog Devices$23,467,443$47,185 ▼-0.2%101,9570.2%Computer and TechnologyMUMicron Technology$23,072,364$93,754 ▲0.4%222,4700.2%Computer and TechnologyPANWPalo Alto Networks$22,833,265$40,674 ▲0.2%66,8030.2%Computer and TechnologyADPAutomatic Data Processing$22,700,439$39,296 ▼-0.2%82,0310.2%Business ServicesGILDGilead Sciences$22,687,523$24,565 ▲0.1%270,6050.2%MedicalBMYBristol-Myers Squibb$22,550,827$296,367 ▼-1.3%435,8490.2%MedicalDLRDigital Realty Trust$22,409,086$32,366 ▼-0.1%138,4730.2%FinanceKLACKLA$22,340,180$97,576 ▼-0.4%28,8480.2%Computer and TechnologyDEDeere & Company$22,226,996$287,123 ▼-1.3%53,2600.2%Industrial ProductsTMUST-Mobile US$22,208,670$4,953 ▼0.0%107,6210.2%Computer and TechnologyLRCXLam Research$22,087,205$150,159 ▼-0.7%27,0650.2%Computer and TechnologySBUXStarbucks$21,932,520$90,763 ▲0.4%224,9720.2%Retail/WholesaleFIFiserv$21,923,947$367,923 ▼-1.7%122,0370.2%Business ServicesBXBlackstone$21,711,690$63,702 ▲0.3%141,7860.2%FinanceMMCMarsh & McLennan Companies$21,569,680$223,536 ▼-1.0%96,6860.2%FinanceNKENIKE$21,351,871$18,652 ▼-0.1%241,5370.2%Consumer DiscretionarySHWSherwin-Williams$20,824,679$2,209,869 ▲11.9%54,5620.2%Basic MaterialsINTCIntel$20,618,572$168,982 ▲0.8%878,8820.2%Computer and TechnologyShowing largest 100 holdings. 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