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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
+9.76%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$11.4B
AUM Growth
+$870M
Cap. Flow
+$116M
Cap. Flow %
1.02%
Top 10 Hldgs %
37.34%
Holding
628
New
11
Increased
275
Reduced
209
Closed
9

Top Buys

Rank Stock Value
1
INDA icon
iShares MSCI India ETF
INDA
+$95.2M
2
CVX icon
Chevron
CVX
+$8.78M
3
PDD icon
Pinduoduo
PDD
+$5.24M
4
SOFI icon
SoFi Technologies
SOFI
+$4.98M
5
TPR icon
Tapestry
TPR
+$4.41M

Top Sells

Rank Stock Value
1
HES
Hess
HES
+$8.92M
2
AAPL icon
Apple
AAPL
+$4.29M
3
LKQ icon
LKQ Corp
LKQ
+$3.3M
4
JNPR
Juniper Networks
JNPR
+$3.09M
5
META icon
Meta Platforms (Facebook)
META
+$2.75M

Sector Composition

Rank Sector Weight
1 Technology 34.63%
2 Financials 12.7%
3 Consumer Discretionary 10.68%
4 Communication Services 10.66%
5 Healthcare 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRU icon
251
Prudential Financial
PRU
$41.8B
$7.9M 0.07%
75,711
+714
+1% +$75.2K
ROK icon
252
Rockwell Automation
ROK
$49B
$7.9M 0.07%
23,005
+1,350
+6% +$466K
KMB icon
253
Kimberly-Clark
KMB
$36.5B
$7.83M 0.07%
64,052
– –
CPRT icon
254
Copart
CPRT
$27.5B
$7.83M 0.07%
174,476
+767
+0.4% +$36.1K
DDOG icon
255
Datadog
DDOG
$84B
$7.82M 0.07%
56,223
+1,127
+2% +$155K
TGT icon
256
Target
TGT
$68B
$7.8M 0.07%
88,834
-2,069
-2% -$204K
XYL icon
257
Xylem
XYL
$28.1B
$7.76M 0.07%
54,279
+206
+0.4% +$28.6K
HPE icon
258
Hewlett Packard
HPE
$70.5B
$7.72M 0.07%
321,755
-7,357
-2% -$163K
NI icon
259
NiSource
NI
$20.4B
$7.71M 0.07%
181,120
+13,060
+8% +$541K
ATO icon
260
Atmos Energy
ATO
$28.8B
$7.68M 0.07%
45,610
+12
+0% +$1.94K
RMD icon
261
ResMed
RMD
$30.7B
$7.66M 0.07%
28,347
+98
+0.3% +$26.8K
KDP icon
262
Keurig Dr Pepper
KDP
$40.8B
$7.62M 0.07%
298,971
-8,239
-3% -$258K
WEC icon
263
WEC Energy
WEC
$35.1B
$7.58M 0.07%
67,133
-3,771
-5% -$409K
KR icon
264
Kroger
KR
$34.8B
$7.57M 0.07%
115,687
– –
XYZ
265
Block Inc
XYZ
$47.5B
$7.56M 0.07%
102,579
-3,086
-3% -$231K
WDC icon
266
Western Digital
WDC
$150B
$7.55M 0.07%
70,651
+7,518
+12% +$614K
LMT icon
267
Lockheed Martin
LMT
$136B
$7.54M 0.07%
15,474
+268
+2% +$122K
SYF icon
268
Synchrony
SYF
$25.6B
$7.47M 0.07%
100,270
-3,883
-4% -$281K
CNP icon
269
CenterPoint Energy
CNP
$26.8B
$7.34M 0.06%
189,030
+5,168
+3% +$195K
MTB icon
270
M&T Bank
MTB
$36.2B
$7.27M 0.06%
36,344
+157
+0.4% +$30.8K
FE icon
271
FirstEnergy
FE
$27.5B
$7.23M 0.06%
159,063
-140
-0.1% -$5.98K
VRSK icon
272
Verisk Analytics
VRSK
$25B
$7.18M 0.06%
29,049
+108
+0.4% +$29.6K
FICO icon
273
Fair Isaac
FICO
$22.5B
$7.15M 0.06%
4,708
-37
-0.8% -$55.6K
SYY icon
274
Sysco
SYY
$40.3B
$7.09M 0.06%
86,500
-5,968
-6% -$477K
OTIS icon
275
Otis Worldwide
OTIS
$28.2B
$7.05M 0.06%
77,977
+1,796
+2% +$163K
9 10
11
12 13

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
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 Q3 2025 Portfolio in Review

As of Q3 2025, IFM Investors held 628 positions worth $11.4B, up 8.3% from $10.5B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 3.2%. IFM Investors opened 11 new positions and exited 9, leaving the 628-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 34% a quarter earlier, followed by Financials and Consumer Discretionary.

  • IFM Investors's largest Q3 2025 buy was iShares MSCI India ETF: 1,780,559 shares worth $93M.
  • IFM Investors added most to Chevron in Q3 2025, an estimated $8.78M increase.
  • IFM Investors's biggest Q3 2025 reduction was Apple, cutting an estimated $4.29M.
  • IFM Investors fully exited Hess in Q3 2025, selling an estimated $8.92M.
  • IFM Investors's ten largest holdings make up 37% of its $11.4B portfolio in Q3 2025.
  • IFM Investors opened 11 new positions and closed 9 in Q3 2025.
  • IFM Investors's portfolio value rose 8.3% quarter-over-quarter to $11.4B.

Based on IFM Investors's 13F filing for Q3 2025, filed 15 Oct 2025.