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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
MLM icon
326
Martin Marietta Materials
MLM
$33B
$4.97M 0.05%
10,401
-407
-4% -$207K
MPWR icon
327
Monolithic Power Systems
MPWR
$68.9B
$4.96M 0.05%
8,548
-427
-5% -$269K
CAH icon
328
Cardinal Health
CAH
$55.4B
$4.9M 0.05%
35,570
– –
OXY icon
329
Occidental Petroleum
OXY
$55.9B
$4.87M 0.05%
98,604
+2,652
+3% +$129K
HSY icon
330
Hershey
HSY
$36.6B
$4.86M 0.05%
28,399
-769
-3% -$126K
HPE icon
331
Hewlett Packard
HPE
$70.5B
$4.82M 0.05%
312,566
-4,690
-1% -$93.4K
REG icon
332
Regency Centers
REG
$14.1B
$4.81M 0.05%
65,270
-8,420
-11% -$613K
BA icon
333
Boeing
BA
$185B
$4.81M 0.05%
28,198
+967
+4% +$167K
LPLA icon
334
LPL Financial
LPLA
$28.6B
$4.81M 0.05%
14,695
– –
ELS icon
335
Equity Lifestyle Properties
ELS
$12.6B
$4.79M 0.05%
71,829
-5,676
-7% -$379K
GLPI icon
336
Gaming and Leisure Properties
GLPI
$12.8B
$4.74M 0.05%
93,117
-20,892
-18% -$1.03M
MTD icon
337
Mettler-Toledo International
MTD
$28.6B
$4.72M 0.05%
3,994
– –
CMS icon
338
CMS Energy
CMS
$22.3B
$4.71M 0.05%
62,723
-19,736
-24% -$1.38M
ARES icon
339
Ares Management
ARES
$30.9B
$4.7M 0.05%
32,074
-727
-2% -$126K
MCHP icon
340
Microchip Technology
MCHP
$46B
$4.67M 0.05%
96,425
– –
VLTO icon
341
Veralto
VLTO
$24B
$4.67M 0.05%
47,899
+2,986
+7% +$298K
DRI icon
342
Darden Restaurants
DRI
$24.4B
$4.66M 0.05%
22,444
+592
+3% +$114K
BIIB icon
343
Biogen
BIIB
$30.7B
$4.62M 0.05%
33,729
+304
+0.9% +$43.5K
TPL icon
344
Texas Pacific Land
TPL
$23.5B
$4.61M 0.05%
10,446
-3,399
-25% -$1.52M
GPN icon
345
Global Payments
GPN
$22.8B
$4.61M 0.05%
47,077
– –
KEYS icon
346
Keysight
KEYS
$58.3B
$4.6M 0.05%
30,688
– –
RS icon
347
Reliance Steel & Aluminium
RS
$21.6B
$4.58M 0.05%
15,872
+68
+0.4% +$19.5K
EQH icon
348
Equitable Holdings
EQH
$14.1B
$4.53M 0.05%
86,959
– –
WBD icon
349
Warner Bros
WBD
$67.1B
$4.53M 0.05%
422,038
– –
HOOD icon
350
Robinhood
HOOD
$83.9B
$4.48M 0.05%
107,687
+6,648
+7% +$316K
12 13
14
15 16

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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
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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 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.