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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
-2.76%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.23B
AUM Growth
-$612M
Cap. Flow
-$151M
Cap. Flow %
-1.63%
Top 10 Hldgs %
31.68%
Holding
678
New
4
Increased
130
Reduced
340
Closed
24

Top Buys

Rank Stock Value
1
V icon
Visa
V
+$4.65M
2
IBKR icon
Interactive Brokers
IBKR
+$4.44M
3
NTRA icon
Natera
NTRA
+$3.98M
4
MSTR icon
Strategy Inc
MSTR
+$2.76M
5
RDDT icon
Reddit
RDDT
+$2.08M

Top Sells

Rank Stock Value
1
NEE icon
NextEra Energy
NEE
+$6.56M
2
UNP icon
Union Pacific
UNP
+$6.31M
3
SO icon
Southern Company
SO
+$5.97M
4
AAPL icon
Apple
AAPL
+$5.55M
5
DUK icon
Duke Energy
DUK
+$5.43M

Sector Composition

Rank Sector Weight
1 Technology 30.27%
2 Financials 13.41%
3 Healthcare 11.15%
4 Consumer Discretionary 10.4%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MNST icon
226
Monster Beverage
MNST
$88.5B
$8.11M 0.09%
138,551
– –
FIS icon
227
Fidelity National Information Services
FIS
$22.1B
$8.09M 0.09%
108,293
– –
MSCI icon
228
MSCI
MSCI
$40.9B
$7.98M 0.09%
14,105
-341
-2% -$198K
YUM icon
229
Yum! Brands
YUM
$41.1B
$7.91M 0.09%
50,275
-3,357
-6% -$484K
SNOW icon
230
Snowflake
SNOW
$115B
$7.9M 0.09%
54,020
+274
+0.5% +$46.5K
ESS icon
231
Essex Property Trust
ESS
$18.5B
$7.89M 0.09%
25,725
-1,919
-7% -$561K
DD icon
232
DuPont de Nemours
DD
$19.2B
$7.81M 0.08%
83,311
– –
ROST icon
233
Ross Stores
ROST
$81.9B
$7.79M 0.08%
60,969
– –
OTIS icon
234
Otis Worldwide
OTIS
$28.2B
$7.77M 0.08%
75,288
– –
VST icon
235
Vistra
VST
$47.4B
$7.75M 0.08%
65,965
+10,592
+19% +$1.58M
CBRE icon
236
CBRE Group
CBRE
$42.9B
$7.63M 0.08%
58,351
-777
-1% -$106K
AXON
237
Axon Enterprise
AXON
$46.4B
$7.63M 0.08%
14,501
+185
+1% +$108K
GDDY icon
238
GoDaddy
GDDY
$11.5B
$7.6M 0.08%
42,197
-467
-1% -$89.2K
KR icon
239
Kroger
KR
$34.8B
$7.47M 0.08%
110,362
+11,327
+11% +$718K
ACGL icon
240
Arch Capital
ACGL
$33.6B
$7.36M 0.08%
76,546
– –
PPG icon
241
PPG Industries
PPG
$26.6B
$7.36M 0.08%
67,297
-1,935
-3% -$223K
IDXX icon
242
Idexx Laboratories
IDXX
$46.2B
$7.33M 0.08%
17,446
– –
WEC icon
243
WEC Energy
WEC
$35.1B
$7.29M 0.08%
66,890
-19,644
-23% -$2.01M
VLO icon
244
Valero Energy
VLO
$85.9B
$7.17M 0.08%
54,279
+6,998
+15% +$929K
PWR icon
245
Quanta Services
PWR
$101B
$7.13M 0.08%
28,033
+1,024
+4% +$296K
DHI icon
246
D.R. Horton
DHI
$42.3B
$7.12M 0.08%
56,019
– –
F icon
247
Ford
F
$55.7B
$7.12M 0.08%
709,600
– –
AME icon
248
Ametek
AME
$58.2B
$7.05M 0.08%
40,969
+640
+2% +$116K
GEHC icon
249
GE HealthCare
GEHC
$32.4B
$7M 0.08%
86,698
+727
+0.8% +$62.5K
EIX icon
250
Edison International
EIX
$26.4B
$6.87M 0.07%
116,637
-30,658
-21% -$1.76M
8 9
10
11 12

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 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
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

IFM Investors's Q1 2025 Portfolio in Review

As of Q1 2025, IFM Investors held 678 positions worth $9.23B, down 6.2% from $9.84B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 4.1%. IFM Investors opened 4 new positions and exited 24, leaving the 678-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

  • IFM Investors's largest Q1 2025 buy was Interactive Brokers: 89,556 shares worth $3.71M.
  • IFM Investors added most to Visa in Q1 2025, an estimated $4.65M increase.
  • IFM Investors's biggest Q1 2025 reduction was NextEra Energy, cutting an estimated $6.56M.
  • IFM Investors fully exited Lamb Weston in Q1 2025, selling an estimated $2.14M.
  • IFM Investors's ten largest holdings make up 32% of its $9.23B portfolio in Q1 2025.
  • IFM Investors opened 4 new positions and closed 24 in Q1 2025.
  • IFM Investors's portfolio value fell 6.2% quarter-over-quarter to $9.23B.

Based on IFM Investors's 13F filing for Q1 2025, filed 29 Apr 2025.