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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
KVUE icon
251
Kenvue
KVUE
$36.9B
$7.81M 0.07%
373,326
+13,910
+4% +$316K
CVNA icon
252
Carvana
CVNA
$77.9B
$7.79M 0.07%
115,640
+10,335
+10% +$567K
OTIS icon
253
Otis Worldwide
OTIS
$28.2B
$7.54M 0.07%
76,181
+893
+1% +$86.2K
INVH icon
254
Invitation Homes
INVH
$18B
$7.48M 0.07%
228,036
-17,688
-7% -$594K
TDG icon
255
TransDigm Group
TDG
$67.7B
$7.45M 0.07%
4,900
+381
+8% +$535K
VMC icon
256
Vulcan Materials
VMC
$36.9B
$7.41M 0.07%
28,419
+169
+0.6% +$43.5K
PPG icon
257
PPG Industries
PPG
$26.6B
$7.41M 0.07%
65,121
-2,176
-3% -$235K
DDOG icon
258
Datadog
DDOG
$84B
$7.4M 0.07%
55,096
+4,427
+9% +$490K
CHTR icon
259
Charter Communications
CHTR
$18.2B
$7.39M 0.07%
18,088
+265
+1% +$101K
WEC icon
260
WEC Energy
WEC
$35.1B
$7.39M 0.07%
70,904
+4,014
+6% +$427K
CTSH icon
261
Cognizant
CTSH
$26B
$7.35M 0.07%
94,254
+4,885
+5% +$374K
RMD icon
262
ResMed
RMD
$30.7B
$7.29M 0.07%
28,249
+1,671
+6% +$399K
VLO icon
263
Valero Energy
VLO
$85.9B
$7.28M 0.07%
54,150
-129
-0.2% -$16.1K
DD icon
264
DuPont de Nemours
DD
$19.2B
$7.27M 0.07%
84,399
+1,088
+1% +$90.4K
ROK icon
265
Rockwell Automation
ROK
$49B
$7.19M 0.07%
21,655
+1,195
+6% +$340K
XYZ
266
Block Inc
XYZ
$47.5B
$7.18M 0.07%
105,665
+4,889
+5% +$284K
DXCM icon
267
DexCom
DXCM
$32B
$7.14M 0.07%
81,812
+7,619
+10% +$597K
BR icon
268
Broadridge
BR
$19B
$7.13M 0.07%
29,322
+1,484
+5% +$353K
MCHP icon
269
Microchip Technology
MCHP
$46B
$7.09M 0.07%
100,687
+4,262
+4% +$234K
LMT icon
270
Lockheed Martin
LMT
$136B
$7.04M 0.07%
15,206
+8,227
+118% +$3.85M
ATO icon
271
Atmos Energy
ATO
$28.8B
$7.03M 0.07%
45,598
+3,761
+9% +$584K
MTB icon
272
M&T Bank
MTB
$36.2B
$7.02M 0.07%
36,187
+6,412
+22% +$1.13M
DHI icon
273
D.R. Horton
DHI
$42.3B
$7.02M 0.07%
54,442
-1,577
-3% -$194K
EBAY icon
274
eBay
EBAY
$49.8B
$7M 0.07%
94,060
-1,334
-1% -$94.5K
SYY icon
275
Sysco
SYY
$40.3B
$7M 0.07%
92,468
+4,341
+5% +$315K
9 10
11
12 13

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UM
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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.