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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
+26.1%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$15.1B
AUM Growth
+$3.12B
Cap. Flow
+$1.4B
Cap. Flow %
9.26%
Top 10 Hldgs %
34.63%
Holding
701
New
15
Increased
533
Reduced
68
Closed
60

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$153M
2
AAPL icon
Apple
AAPL
+$95.6M
3
MSFT icon
Microsoft
MSFT
+$66.3M
4
AMZN icon
Amazon
AMZN
+$65.7M
5
NVDA icon
NVIDIA
NVDA
+$57.1M

Top Sells

Rank Stock Value
1
ALLE icon
Allegion
ALLE
+$44.9M
2
AER icon
AerCap
AER
+$12.7M
3
HON icon
Honeywell
HON
+$7.53M
4
CCL icon
Carnival Corporation Ltd
CCL
+$5.54M
5
CTRA
Coterra Energy
CTRA
+$4.97M

Sector Composition

Rank Sector Weight
1 Technology 37.17%
2 Financials 11.29%
3 Communication Services 9.8%
4 Consumer Discretionary 9.35%
5 Healthcare 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.01T
$1.06B 7%
5,283,792
+277,886
+6% +$57.1M
AAPL icon
2
Apple
AAPL
$4.89T
$971M 6.43%
3,356,844
+334,338
+11% +$95.6M
MSFT icon
3
Microsoft
MSFT
$2.84T
$603M 3.99%
1,616,514
+163,904
+11% +$66.3M
AMZN icon
4
Amazon
AMZN
$2.5T
$519M 3.44%
2,178,126
+261,758
+14% +$65.7M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.91T
$467M 3.09%
1,306,169
+131,408
+11% +$47.3M
AVGO icon
6
Broadcom
AVGO
$1.82T
$389M 2.57%
1,028,484
+100,381
+11% +$40.2M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.9T
$381M 2.52%
1,077,119
+55,939
+5% +$20M
MU icon
8
Micron Technology
MU
$1.04T
$298M 1.97%
258,078
+25,505
+11% +$19.1M
META icon
9
Meta Platforms (Facebook)
META
$1.51T
$279M 1.84%
494,964
+54,374
+12% +$33.2M
TSLA icon
10
Tesla
TSLA
$1.24T
$271M 1.79%
644,354
+61,208
+10% +$24.3M
LLY icon
11
Eli Lilly
LLY
$1.07T
$220M 1.46%
183,394
+18,709
+11% +$19.1M
AMD icon
12
Advanced Micro Devices
AMD
$851B
$217M 1.43%
+373,215
New +$153M
JPM icon
13
JPMorgan Chase
JPM
$939B
$197M 1.31%
602,652
+57,822
+11% +$18M
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.07T
$151M 1%
302,137
+36,740
+14% +$17.7M
JNJ icon
15
Johnson & Johnson
JNJ
$635B
$142M 0.94%
559,954
+54,420
+11% +$12.7M
INTC icon
16
Intel
INTC
$466B
$140M 0.93%
1,004,380
+80,848
+9% +$8.18M
V icon
17
Visa
V
$677B
$133M 0.88%
386,751
+42,255
+12% +$13.6M
AMAT icon
18
Applied Materials
AMAT
$426B
$132M 0.87%
182,448
+16,379
+10% +$7.56M
XOM icon
19
ExxonMobil
XOM
$651B
$128M 0.85%
936,104
+103,615
+12% +$15.5M
LRCX icon
20
Lam Research
LRCX
$382B
$124M 0.82%
287,229
+24,456
+9% +$7.42M
CAT icon
21
Caterpillar
CAT
$409B
$112M 0.74%
105,075
+9,919
+10% +$8.71M
WMT icon
22
Walmart Inc
WMT
$871B
$109M 0.72%
963,590
+110,191
+13% +$13.7M
CSCO icon
23
Cisco
CSCO
$450B
$107M 0.71%
911,922
+97,822
+12% +$10.2M
ABBV icon
24
AbbVie
ABBV
$458B
$102M 0.68%
405,580
+44,160
+12% +$9.5M
MA icon
25
Mastercard
MA
$477B
$95.9M 0.63%
186,658
+17,980
+11% +$8.97M
1
2 3 4 5

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IA
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AT
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MSV
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CCM
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UM
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FCAS
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RFC
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GF
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IFM Investors's Q2 2026 Portfolio in Review

As of Q2 2026, IFM Investors held 701 positions worth $15.1B, up 26% from $12B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors deployed $1.4B of net new capital in Q2 2026, opening 15 new positions and adding to 533 existing holdings. Its largest new stake was Advanced Micro Devices: 373,215 shares worth $217M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 32% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Allegion, an estimated $44.9M trimmed.

  • IFM Investors's largest Q2 2026 buy was Advanced Micro Devices: 373,215 shares worth $217M.
  • IFM Investors added most to Apple in Q2 2026, an estimated $95.6M increase.
  • IFM Investors's biggest Q2 2026 reduction was Allegion, cutting an estimated $44.9M.
  • IFM Investors fully exited Carnival Corporation Ltd in Q2 2026, selling an estimated $5.54M.
  • IFM Investors's ten largest holdings make up 35% of its $15.1B portfolio in Q2 2026.
  • IFM Investors opened 15 new positions and closed 60 in Q2 2026.
  • IFM Investors's portfolio value rose 26% quarter-over-quarter to $15.1B.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.