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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
KVUE icon
301
Kenvue
KVUE
$36.9B
$6.15M 0.05%
374,634
+1,308
+0.4% +$26.7K
MAA icon
302
Mid-America Apartment Communities
MAA
$15.7B
$6.13M 0.05%
43,924
+224
+0.5% +$32.4K
ESS icon
303
Essex Property Trust
ESS
$18.5B
$6.1M 0.05%
22,788
-990
-4% -$268K
HUM icon
304
Humana
HUM
$46.2B
$6.07M 0.05%
23,826
+97
+0.4% +$25.5K
CAH icon
305
Cardinal Health
CAH
$55.4B
$6M 0.05%
39,047
-755
-2% -$117K
LPLA icon
306
LPL Financial
LPLA
$28.6B
$5.92M 0.05%
17,379
– –
TYL icon
307
Tyler Technologies
TYL
$12.8B
$5.88M 0.05%
11,103
+1,695
+18% +$951K
AEE icon
308
Ameren
AEE
$30.1B
$5.87M 0.05%
57,521
-2,820
-5% -$281K
SOFI icon
309
SoFi Technologies
SOFI
$23.7B
$5.87M 0.05%
+209,790
New +$4.98M
IQV icon
310
IQVIA
IQV
$39.3B
$5.82M 0.05%
32,407
-2,000
-6% -$364K
IBKR icon
311
Interactive Brokers
IBKR
$39.8B
$5.78M 0.05%
87,482
-1,870
-2% -$118K
KEYS icon
312
Keysight
KEYS
$58.3B
$5.77M 0.05%
33,284
+357
+1% +$59.5K
FANG icon
313
Diamondback Energy
FANG
$52.7B
$5.73M 0.05%
38,669
-6,106
-14% -$869K
FITB
314
Fifth Third Bancorp
FITB
$51.8B
$5.73M 0.05%
126,089
-10,288
-8% -$450K
SUI icon
315
Sun Communities
SUI
$14.7B
$5.71M 0.05%
44,396
+256
+0.6% +$32.4K
PPL
316
PPL Corp
PPL
$26.7B
$5.7M 0.05%
155,179
-9,786
-6% -$352K
NUE icon
317
Nucor
NUE
$62.1B
$5.68M 0.05%
41,104
-2,395
-6% -$339K
HSY icon
318
Hershey
HSY
$36.6B
$5.67M 0.05%
30,131
+172
+0.6% +$31.3K
HPQ icon
319
HP
HPQ
$27.5B
$5.66M 0.05%
211,867
-3,636
-2% -$96.9K
OXY icon
320
Occidental Petroleum
OXY
$55.9B
$5.61M 0.05%
118,272
+11,542
+11% +$522K
HUBS icon
321
HubSpot
HUBS
$10.5B
$5.58M 0.05%
10,779
+467
+5% +$235K
GIS icon
322
General Mills
GIS
$19.7B
$5.53M 0.05%
110,495
+683
+0.6% +$34.2K
DXCM icon
323
DexCom
DXCM
$32B
$5.52M 0.05%
82,217
+405
+0.5% +$32K
EME icon
324
Emcor
EME
$36B
$5.45M 0.05%
8,505
-429
-5% -$260K
HAL icon
325
Halliburton
HAL
$26.6B
$5.43M 0.05%
216,337
-12,433
-5% -$275K
11 12
13
14 15

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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.