We are live on ! Find out more
II

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
PPL
276
PPL Corp
PPL
$26.7B
$6.15M 0.07%
170,442
-45,867
-21% -$1.56M
TSCO icon
277
Tractor Supply
TSCO
$18B
$6.11M 0.07%
110,915
– –
IR icon
278
Ingersoll Rand
IR
$33.7B
$6.11M 0.07%
76,359
– –
IT icon
279
Gartner
IT
$11.7B
$6.11M 0.07%
14,545
-479
-3% -$236K
VEEV icon
280
Veeva Systems
VEEV
$37.4B
$6.1M 0.07%
26,326
-422
-2% -$96.4K
SUI icon
281
Sun Communities
SUI
$14.7B
$6.1M 0.07%
47,395
-4,073
-8% -$521K
TEAM icon
282
Atlassian
TEAM
$37.8B
$6.05M 0.07%
28,495
-552
-2% -$146K
HUM icon
283
Humana
HUM
$46.2B
$6.05M 0.07%
22,847
– –
CSGP icon
284
CoStar Group
CSGP
$12.3B
$6M 0.07%
75,676
– –
RMD icon
285
ResMed
RMD
$30.7B
$5.95M 0.06%
26,578
– –
COIN icon
286
Coinbase
COIN
$40.5B
$5.95M 0.06%
34,536
+171
+0.5% +$41.4K
IQV icon
287
IQVIA
IQV
$39.3B
$5.93M 0.06%
33,653
– –
ARE icon
288
Alexandria Real Estate Equities
ARE
$8.56B
$5.92M 0.06%
64,019
-5,567
-8% -$545K
SBAC icon
289
SBA Communications
SBAC
$19.5B
$5.89M 0.06%
26,793
-6,488
-19% -$1.36M
STT icon
290
State Street
STT
$50.7B
$5.87M 0.06%
65,518
+6,084
+10% +$581K
DOC icon
291
Healthpeak Properties
DOC
$14.8B
$5.86M 0.06%
289,623
-21,005
-7% -$425K
UDR icon
292
UDR
UDR
$12.3B
$5.83M 0.06%
128,960
-9,870
-7% -$423K
HAL icon
293
Halliburton
HAL
$26.6B
$5.81M 0.06%
229,006
-28,001
-11% -$736K
XYL icon
294
Xylem
XYL
$28.1B
$5.79M 0.06%
48,456
-11,542
-19% -$1.43M
ODFL icon
295
Old Dominion Freight Line
ODFL
$44.9B
$5.69M 0.06%
34,407
– –
AMH icon
296
American Homes 4 Rent
AMH
$12.5B
$5.69M 0.06%
150,443
-10,151
-6% -$363K
NOC icon
297
Northrop Grumman
NOC
$81.2B
$5.67M 0.06%
11,066
+199
+2% +$95K
EFX icon
298
Equifax
EFX
$21.4B
$5.63M 0.06%
23,123
– –
CBOE icon
299
Cboe Global Markets
CBOE
$29.9B
$5.63M 0.06%
24,860
+322
+1% +$66.8K
HUBS icon
300
HubSpot
HUBS
$10.5B
$5.56M 0.06%
9,729
+488
+5% +$342K
10 11
12
13 14

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.