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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
BKR icon
226
Baker Hughes
BKR
$56.8B
$12.6M 0.08%
226,822
+24,080
+12% +$1.52M
AME icon
227
Ametek
AME
$55.5B
$12.5M 0.08%
51,479
+4,788
+10% +$1.1M
XEL icon
228
Xcel Energy
XEL
$51B
$12.2M 0.08%
152,549
+18,675
+14% +$1.49M
APO icon
229
Apollo Global Management
APO
$70.7B
$12.2M 0.08%
102,873
+1,847
+2% +$232K
PSX icon
230
Phillips 66
PSX
$82.9B
$12.2M 0.08%
71,928
+5,037
+8% +$867K
WAB icon
231
Wabtec
WAB
$51.1B
$12M 0.08%
44,668
+2,252
+5% +$595K
RKLB icon
232
Rocket Lab Corp
RKLB
$39.9B
$12M 0.08%
117,741
+20,352
+21% +$2.03M
F icon
233
Ford
F
$57.3B
$11.9M 0.08%
858,428
+91,153
+12% +$1.23M
AZO icon
234
AutoZone
AZO
$48.3B
$11.9M 0.08%
3,714
+334
+10% +$1.11M
NI icon
235
NiSource
NI
$22.4B
$11.7M 0.08%
245,956
+22,712
+10% +$1.07M
FITB
236
Fifth Third Bancorp
FITB
$52B
$11.6M 0.08%
205,107
+28,990
+16% +$1.47M
EBAY icon
237
eBay
EBAY
$48.6B
$11.5M 0.08%
103,030
+7,560
+8% +$807K
PEG icon
238
Public Service Enterprise Group
PEG
$39.8B
$11.5M 0.08%
141,136
+10,042
+8% +$802K
EXR icon
239
Extra Space Storage
EXR
$31.2B
$11.4M 0.08%
78,580
+2,671
+4% +$382K
CAH icon
240
Cardinal Health
CAH
$53.4B
$11.4M 0.08%
47,946
+4,984
+12% +$1.04M
MCHP icon
241
Microchip Technology
MCHP
$42.8B
$11.1M 0.07%
122,165
+16,060
+15% +$1.43M
HIG icon
242
Hartford Financial Services
HIG
$38.5B
$11.1M 0.07%
83,749
-2,528
-3% -$338K
HUM icon
243
Humana
HUM
$46.7B
$11M 0.07%
27,762
+1,251
+5% +$356K
ED icon
244
Consolidated Edison
ED
$41.6B
$11M 0.07%
99,470
+6,263
+7% +$681K
FERG icon
245
Ferguson
FERG
$44.7B
$10.9M 0.07%
45,766
+3,024
+7% +$730K
ADSK icon
246
Autodesk
ADSK
$44.3B
$10.7M 0.07%
54,781
+1,755
+3% +$401K
KDP icon
247
Keurig Dr Pepper
KDP
$40.4B
$10.6M 0.07%
324,651
-17,234
-5% -$502K
NKE icon
248
Nike
NKE
$61.9B
$10.6M 0.07%
258,298
+22,558
+10% +$992K
CNP icon
249
CenterPoint Energy
CNP
$29.1B
$10.6M 0.07%
240,728
+44,948
+23% +$1.93M
AMP icon
250
Ameriprise Financial
AMP
$46.8B
$10.5M 0.07%
22,936
+2,121
+10% +$972K
8 9
10
11 12

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IA
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AT
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MSV
MN Services Vermogensbeheer The Hague, Netherlands $15.1B AUM 26.53% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
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GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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.