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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
+14.5%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$10.5B
AUM Growth
+$1.28B
Cap. Flow
+$274M
Cap. Flow %
2.61%
Top 10 Hldgs %
35.33%
Holding
655
New
1
Increased
433
Reduced
167
Closed
38

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$22M
2
AAPL icon
Apple
AAPL
+$21.3M
3
NVDA icon
NVIDIA
NVDA
+$20.3M
4
AMZN icon
Amazon
AMZN
+$17.2M
5
META icon
Meta Platforms (Facebook)
META
+$11.2M

Top Sells

Rank Stock Value
1
DFS
Discover Financial Services
DFS
+$8.33M
2
ANSS
Ansys
ANSS
+$5.02M
3
PLD icon
Prologis
PLD
+$3.46M
4
AIZ icon
Assurant
AIZ
+$2.66M
5
HST icon
Host Hotels & Resorts
HST
+$2.53M

Sector Composition

Rank Sector Weight
1 Technology 33.89%
2 Financials 13.13%
3 Consumer Discretionary 10.55%
4 Communication Services 10.09%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FICO icon
226
Fair Isaac
FICO
$22.5B
$8.67M 0.08%
4,745
+154
+3% +$289K
XEL icon
227
Xcel Energy
XEL
$48.8B
$8.63M 0.08%
126,720
+1,423
+1% +$98.7K
BKR icon
228
Baker Hughes
BKR
$61.1B
$8.58M 0.08%
223,662
+13,803
+7% +$521K
FIS icon
229
Fidelity National Information Services
FIS
$22.1B
$8.57M 0.08%
105,328
-2,965
-3% -$231K
EQR icon
230
Equity Residential
EQR
$25.1B
$8.56M 0.08%
126,796
-10,613
-8% -$729K
CPRT icon
231
Copart
CPRT
$27.5B
$8.52M 0.08%
173,709
+21,227
+14% +$1.19M
WAB icon
232
Wabtec
WAB
$49.3B
$8.44M 0.08%
40,294
+2,810
+7% +$540K
NDAQ icon
233
Nasdaq
NDAQ
$52.9B
$8.43M 0.08%
94,249
+4,654
+5% +$372K
MSCI icon
234
MSCI
MSCI
$40.9B
$8.4M 0.08%
14,568
+463
+3% +$256K
PCG icon
235
PG&E
PCG
$38.5B
$8.35M 0.08%
598,717
+20,863
+4% +$339K
STT icon
236
State Street
STT
$50.7B
$8.33M 0.08%
78,321
+12,803
+20% +$1.18M
ES icon
237
Eversource Energy
ES
$27.2B
$8.32M 0.08%
130,850
-1,419
-1% -$87.4K
KR icon
238
Kroger
KR
$34.8B
$8.3M 0.08%
115,687
+5,325
+5% +$368K
ALNY icon
239
Alnylam Pharmaceuticals
ALNY
$29.3B
$8.27M 0.08%
25,358
+1,508
+6% +$417K
KMB icon
240
Kimberly-Clark
KMB
$36.5B
$8.26M 0.08%
64,052
+2,553
+4% +$346K
GLW icon
241
Corning
GLW
$143B
$8.21M 0.08%
156,144
+6,225
+4% +$291K
VEEV icon
242
Veeva Systems
VEEV
$37.4B
$8.14M 0.08%
28,268
+1,942
+7% +$482K
DELL icon
243
Dell
DELL
$293B
$8.11M 0.08%
66,149
+6,378
+11% +$652K
F icon
244
Ford
F
$55.7B
$8.1M 0.08%
746,979
+37,379
+5% +$381K
ROST icon
245
Ross Stores
ROST
$81.9B
$8.07M 0.08%
63,242
+2,273
+4% +$315K
PRU icon
246
Prudential Financial
PRU
$41.8B
$8.06M 0.08%
74,997
-562
-0.7% -$58.2K
TTWO icon
247
Take-Two Interactive
TTWO
$46.1B
$8M 0.08%
32,932
+2,332
+8% +$525K
YUM icon
248
Yum! Brands
YUM
$41.1B
$7.92M 0.08%
53,468
+3,193
+6% +$466K
AME icon
249
Ametek
AME
$58.2B
$7.9M 0.08%
43,630
+2,661
+6% +$458K
PSX icon
250
Phillips 66
PSX
$81.4B
$7.89M 0.08%
66,119
-1,502
-2% -$168K
8 9
10
11 12

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IA
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AT
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UM
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FCAS
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RFC
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GF
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Verition Fund Management
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NMO
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IFM Investors's Q2 2025 Portfolio in Review

As of Q2 2025, IFM Investors held 655 positions worth $10.5B, up 14% from $9.23B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors's Q2 2025 filing shows 1 new, 433 increased, 167 reduced and 38 closed positions. Its largest new stake was Ralliant Corp: 15,985 shares worth $775K. The largest sale was Discover Financial Services, an estimated $8.33M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

  • IFM Investors's largest Q2 2025 buy was Ralliant Corp: 15,985 shares worth $775K.
  • IFM Investors added most to Microsoft in Q2 2025, an estimated $22M increase.
  • IFM Investors's biggest Q2 2025 reduction was Prologis, cutting an estimated $3.46M.
  • IFM Investors fully exited Discover Financial Services in Q2 2025, selling an estimated $8.33M.
  • IFM Investors's ten largest holdings make up 35% of its $10.5B portfolio in Q2 2025.
  • IFM Investors opened 1 new position and closed 38 in Q2 2025.
  • IFM Investors's portfolio value rose 14% quarter-over-quarter to $10.5B.

Based on IFM Investors's 13F filing for Q2 2025, filed 11 Jul 2025.