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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
GLW icon
251
Corning
GLW
$143B
$6.86M 0.07%
149,919
-3,240
-2% -$160K
FANG icon
252
Diamondback Energy
FANG
$52.7B
$6.86M 0.07%
42,901
+655
+2% +$106K
CTSH icon
253
Cognizant
CTSH
$26B
$6.84M 0.07%
89,369
+238
+0.3% +$19.4K
WAB icon
254
Wabtec
WAB
$49.3B
$6.8M 0.07%
37,484
-2,724
-7% -$522K
NDAQ icon
255
Nasdaq
NDAQ
$52.9B
$6.8M 0.07%
89,595
– –
BR icon
256
Broadridge
BR
$19B
$6.75M 0.07%
27,838
– –
CNC icon
257
Centene
CNC
$32.5B
$6.74M 0.07%
111,041
+1,258
+1% +$76K
SYY icon
258
Sysco
SYY
$40.3B
$6.61M 0.07%
88,127
– –
VMC icon
259
Vulcan Materials
VMC
$36.9B
$6.59M 0.07%
28,250
– –
CHTR icon
260
Charter Communications
CHTR
$18.2B
$6.57M 0.07%
17,823
-118
-0.7% -$42.2K
FERG icon
261
Ferguson
FERG
$49.8B
$6.56M 0.07%
40,951
– –
NI icon
262
NiSource
NI
$20.4B
$6.54M 0.07%
163,243
-21,700
-12% -$836K
ATO icon
263
Atmos Energy
ATO
$28.8B
$6.47M 0.07%
41,837
-7,856
-16% -$1.15M
EBAY icon
264
eBay
EBAY
$49.8B
$6.46M 0.07%
95,394
– –
ALNY icon
265
Alnylam Pharmaceuticals
ALNY
$29.3B
$6.44M 0.07%
23,850
+150
+0.6% +$38.5K
A icon
266
Agilent Technologies
A
$41.2B
$6.43M 0.07%
55,000
– –
TTWO icon
267
Take-Two Interactive
TTWO
$46.1B
$6.34M 0.07%
30,600
+171
+0.6% +$34.2K
NET icon
268
Cloudflare
NET
$107B
$6.33M 0.07%
56,178
+931
+2% +$123K
CNP icon
269
CenterPoint Energy
CNP
$26.8B
$6.3M 0.07%
173,797
-40,080
-19% -$1.34M
TDG icon
270
TransDigm Group
TDG
$67.7B
$6.25M 0.07%
4,519
+149
+3% +$199K
FE icon
271
FirstEnergy
FE
$27.5B
$6.22M 0.07%
153,892
-35,756
-19% -$1.42M
STZ icon
272
Constellation Brands
STZ
$23.2B
$6.22M 0.07%
33,883
+1,533
+5% +$278K
AEE icon
273
Ameren
AEE
$30.1B
$6.22M 0.07%
61,933
-17,399
-22% -$1.68M
GIS icon
274
General Mills
GIS
$19.7B
$6.18M 0.07%
103,418
– –
LULU icon
275
lululemon athletica
LULU
$14.6B
$6.16M 0.07%
21,760
– –
9 10
11
12 13

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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 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.