We are live on ! Find out more
IFM Investors

IFM Investors Portfolio holdings

AUM $16B Turnover 5.21%
1-Year Est. Return 33.69%
This Fund
S&P 500
This Quarter Est. Return
+4.38%
1 Year Est. Return
+33.69%
3 Year Est. Return
+147.04%
5 Year Est. Return
+182.89%
10 Year Est. Return
+652.42%
AUM
$16B
AUM Growth
+$862M
Cap. Flow
+$590M
Cap. Flow %
3.69%
Top 10 Hldgs %
37.12%
Holding
653
New
12
Increased
495
Reduced
121
Closed
22
Avg Time Held
6.2 years
Top 10 Avg Time Held
5.6 years
Top 20 Avg Time Held
5.1 years

Top Buys

Rank Stock Value
1
SNDK icon
Sandisk
SNDK
+$54.7M
2
AAPL icon
Apple
AAPL
+$34.9M
3
NVDA icon
NVIDIA
NVDA
+$31.4M
4
MSFT icon
Microsoft
MSFT
+$23.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$22M

Top Sells

Rank Stock Value
1
BX icon
Blackstone
BX
+$11.4M
2
AVB icon
AvalonBay Communities
AVB
+$10.2M
3
EA icon
Electronic Arts
EA
+$10M
4
HONA
Honeywell Aerospace
HONA
+$7.79M
5
PNR icon
Pentair
PNR
+$4.29M

Sector Composition

Rank Sector Weight
1 Technology 39.29%
2 Financials 10.8%
3 Communication Services 9.84%
4 Healthcare 9.26%
5 Consumer Discretionary 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
NVDA icon
1
NVIDIA
NVDA
$5.09T
$1.24B 7.76%
5,430,281
+146,489
+3% +$31.4M
2016 Q4
39 quarters
AAPL icon
2
Apple
AAPL
$5.07T
$1.15B 7.22%
3,465,471
+108,627
+3% +$34.9M
2016 Q4
39 quarters
MSFT icon
3
Microsoft
MSFT
$3.89T
$855M 5.35%
1,667,544
+51,030
+3% +$23.6M
2016 Q4
39 quarters
AMZN icon
4
Amazon
AMZN
$2.68T
$559M 3.5%
2,242,626
+64,500
+3% +$16.4M
2016 Q4
39 quarters
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.92T
$471M 2.95%
1,369,461
+63,292
+5% +$22M
2016 Q4
39 quarters
GOOG icon
6
Alphabet (Google) Class C
GOOG
$3.88T
$381M 2.39%
1,118,394
+41,275
+4% +$14.2M
2021 Q3
20 quarters
AVGO icon
7
Broadcom
AVGO
$1.54T
$375M 2.35%
1,068,404
+39,920
+4% +$15M
2018 Q2
33 quarters
META icon
8
Meta Platforms (Facebook)
META
$1.64T
$370M 2.32%
510,027
+15,063
+3% +$9.4M
2016 Q4
39 quarters
MU icon
9
Micron Technology
MU
$993B
$284M 1.78%
266,728
+8,650
+3% +$8.22M
2016 Q4
39 quarters
TSLA icon
10
Tesla
TSLA
$1.47T
$240M 1.5%
676,390
+32,036
+5% +$11.5M
2016 Q4
39 quarters
AMD icon
11
Advanced Micro Devices
AMD
$844B
$236M 1.48%
385,317
+12,102
+3% +$6.23M
2026 Q2
1 quarter
LLY icon
12
Eli Lilly
LLY
$1.14T
$219M 1.37%
189,074
+5,680
+3% +$6.7M
2016 Q4
39 quarters
JPM icon
13
JPMorgan Chase
JPM
$881B
$204M 1.28%
615,692
+13,040
+2% +$4.56M
2016 Q4
39 quarters
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.16T
$161M 1.01%
322,718
+20,581
+7% +$10.4M
2016 Q4
39 quarters
XOM icon
15
ExxonMobil
XOM
$753B
$156M 0.98%
960,084
+23,980
+3% +$3.75M
2016 Q4
39 quarters
JNJ icon
16
Johnson & Johnson
JNJ
$635B
$153M 0.96%
579,754
+19,800
+4% +$5.22M
2016 Q4
39 quarters
V icon
17
Visa
V
$766B
$142M 0.89%
394,127
+7,376
+2% +$2.7M
2016 Q4
39 quarters
INTC icon
18
Intel
INTC
$460B
$125M 0.78%
1,038,704
+34,324
+3% +$3.5M
2016 Q4
39 quarters
ABBV icon
19
AbbVie
ABBV
$505B
$109M 0.69%
418,448
+12,868
+3% +$3.3M
2016 Q4
39 quarters
MA icon
20
Mastercard
MA
$546B
$106M 0.66%
191,460
+4,802
+3% +$2.7M
2016 Q4
39 quarters
WMT icon
21
Walmart Inc
WMT
$951B
$104M 0.65%
996,569
+32,979
+3% +$3.62M
2016 Q4
39 quarters
CSCO icon
22
Cisco
CSCO
$420B
$101M 0.64%
942,722
+30,800
+3% +$3.47M
2016 Q4
39 quarters
LRCX icon
23
Lam Research
LRCX
$288B
$97.8M 0.61%
297,793
+10,564
+4% +$3.3M
2016 Q4
39 quarters
AMAT icon
24
Applied Materials
AMAT
$299B
$96.5M 0.6%
188,748
+6,300
+3% +$3.2M
2016 Q4
39 quarters
PLTR icon
25
Palantir
PLTR
$473B
$94.5M 0.59%
505,187
+16,942
+3% +$2.7M
2021 Q2
21 quarters
1
2 3 4 5

Similar funds

British Columbia Investment Management
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SP
SIH Partners Wilmington, Delaware $15.9B AUM 46.78% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

IFM Investors's Q3 2026 Portfolio in Review

As of Q3 2026, IFM Investors held 653 positions worth $16B, up 5.7% from $15.1B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

IFM Investors deployed $590M of net new capital in Q3 2026, opening 12 new positions and adding to 495 existing holdings. Its largest new stake was Sandisk: 34,993 shares worth $60.9M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 37% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Blackstone, an estimated $11.4M trimmed.

  • IFM Investors's largest Q3 2026 buy was Sandisk: 34,993 shares worth $60.9M.
  • IFM Investors added most to Apple in Q3 2026, an estimated $34.9M increase.
  • IFM Investors's biggest Q3 2026 reduction was Blackstone, cutting an estimated $11.4M.
  • IFM Investors fully exited AvalonBay Communities in Q3 2026, selling an estimated $10.2M.
  • IFM Investors's ten largest holdings make up 37% of its $16B portfolio in Q3 2026.
  • IFM Investors opened 12 new positions and closed 22 in Q3 2026.
  • IFM Investors's portfolio value rose 5.7% quarter-over-quarter to $16B.

Based on IFM Investors's 13F filing for Q3 2026, filed 14 Oct 2026.