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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
BRO icon
301
Brown & Brown
BRO
$23.9B
$5.54M 0.06%
44,556
-1,665
-4% -$186K
HPQ icon
302
HP
HPQ
$27.5B
$5.48M 0.06%
197,766
– –
XYZ
303
Block Inc
XYZ
$47.5B
$5.48M 0.06%
100,776
+1,420
+1% +$106K
DELL icon
304
Dell
DELL
$293B
$5.45M 0.06%
59,771
+1,044
+2% +$110K
SYF icon
305
Synchrony
SYF
$25.6B
$5.43M 0.06%
102,639
– –
KIM icon
306
Kimco Realty
KIM
$16.4B
$5.42M 0.06%
255,082
-19,806
-7% -$432K
NUE icon
307
Nucor
NUE
$62.1B
$5.34M 0.06%
44,402
-1,894
-4% -$244K
WPC icon
308
W.P. Carey
WPC
$16.4B
$5.32M 0.06%
84,365
-6,515
-7% -$386K
MTB icon
309
M&T Bank
MTB
$36.2B
$5.32M 0.06%
29,775
+1,503
+5% +$285K
ROK icon
310
Rockwell Automation
ROK
$49B
$5.29M 0.06%
20,460
– –
CPT icon
311
Camden Property Trust
CPT
$11.3B
$5.27M 0.06%
43,121
-3,111
-7% -$366K
TYL icon
312
Tyler Technologies
TYL
$12.8B
$5.18M 0.06%
8,912
-177
-2% -$105K
RJF icon
313
Raymond James Financial
RJF
$34B
$5.16M 0.06%
37,159
-762
-2% -$118K
CHD icon
314
Church & Dwight Co
CHD
$24.5B
$5.16M 0.06%
46,877
+782
+2% +$83.7K
EQT icon
315
EQT Corp
EQT
$32.3B
$5.14M 0.06%
96,218
+8,918
+10% +$455K
GD icon
316
General Dynamics
GD
$106B
$5.09M 0.06%
18,664
– –
DXCM icon
317
DexCom
DXCM
$32B
$5.07M 0.05%
74,193
– –
RBLX icon
318
Roblox
RBLX
$27B
$5.06M 0.05%
86,755
+817
+1% +$51.4K
KHC icon
319
Kraft Heinz
KHC
$30B
$5.06M 0.05%
166,175
-4,122
-2% -$123K
VRT icon
320
Vertiv
VRT
$105B
$5.06M 0.05%
70,032
– –
LEN icon
321
Lennar Class A
LEN
$21.2B
$5.06M 0.05%
44,047
-1,454
-3% -$182K
FITB
322
Fifth Third Bancorp
FITB
$51.8B
$5.04M 0.05%
128,612
– –
DDOG icon
323
Datadog
DDOG
$84B
$5.03M 0.05%
50,669
+1,387
+3% +$175K
ANSS
324
DELISTED
Ansys
ANSS
$5.02M 0.05%
15,866
-325
-2% -$109K
PHM icon
325
Pultegroup
PHM
$25.3B
$4.99M 0.05%
48,557
– –
11 12
13
14 15

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.