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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
+14.5%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$10.5B
AUM Growth
+$1.28B
Cap. Flow
+$274M
Cap. Flow %
2.61%
Top 10 Hldgs %
35.33%
Holding
655
New
1
Increased
433
Reduced
167
Closed
38

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$22M
2
AAPL icon
Apple
AAPL
+$21.3M
3
NVDA icon
NVIDIA
NVDA
+$20.3M
4
AMZN icon
Amazon
AMZN
+$17.2M
5
META icon
Meta Platforms (Facebook)
META
+$11.2M

Top Sells

Rank Stock Value
1
DFS
Discover Financial Services
DFS
+$8.33M
2
ANSS
Ansys
ANSS
+$5.02M
3
PLD icon
Prologis
PLD
+$3.46M
4
AIZ icon
Assurant
AIZ
+$2.66M
5
HST icon
Host Hotels & Resorts
HST
+$2.53M

Sector Composition

Rank Sector Weight
1 Technology 33.89%
2 Financials 13.13%
3 Consumer Discretionary 10.55%
4 Communication Services 10.09%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PHM icon
326
Pultegroup
PHM
$25.3B
$5.38M 0.05%
50,988
+2,431
+5% +$245K
HPQ icon
327
HP
HPQ
$27.5B
$5.27M 0.05%
215,503
+17,737
+9% +$452K
LULU icon
328
lululemon athletica
LULU
$14.6B
$5.23M 0.05%
21,998
+238
+1% +$65.6K
HBAN icon
329
Huntington Bancshares
HBAN
$35.5B
$5.19M 0.05%
309,501
+18,686
+6% +$282K
VLTO icon
330
Veralto
VLTO
$24B
$5.15M 0.05%
51,020
+3,121
+7% +$301K
DRI icon
331
Darden Restaurants
DRI
$24.4B
$5.08M 0.05%
23,320
+876
+4% +$182K
WBD icon
332
Warner Bros
WBD
$67.1B
$5.08M 0.05%
442,964
+20,926
+5% +$195K
HUBB icon
333
Hubbell
HUBB
$27.2B
$5.07M 0.05%
12,409
+656
+6% +$243K
DG icon
334
Dollar General
DG
$27.9B
$5.01M 0.05%
43,844
+1,547
+4% +$154K
EQH icon
335
Equitable Holdings
EQH
$14.1B
$5.01M 0.05%
89,385
+2,426
+3% +$125K
DOV icon
336
Dover
DOV
$28.4B
$5M 0.05%
27,293
+2,217
+9% +$386K
LEN icon
337
Lennar Class A
LEN
$21.2B
$4.98M 0.05%
45,004
+957
+2% +$104K
KIM icon
338
Kimco Realty
KIM
$16.4B
$4.97M 0.05%
236,598
-18,484
-7% -$383K
HSY icon
339
Hershey
HSY
$36.6B
$4.97M 0.05%
29,959
+1,560
+5% +$257K
AMH icon
340
American Homes 4 Rent
AMH
$12.5B
$4.95M 0.05%
137,290
-13,153
-9% -$487K
IBKR icon
341
Interactive Brokers
IBKR
$39.8B
$4.95M 0.05%
89,352
-204
-0.2% -$9.68K
CBOE icon
342
Cboe Global Markets
CBOE
$29.9B
$4.93M 0.05%
21,157
-3,703
-15% -$824K
WPC icon
343
W.P. Carey
WPC
$16.4B
$4.87M 0.05%
78,031
-6,334
-8% -$390K
NTRS icon
344
Northern Trust
NTRS
$33.9B
$4.86M 0.05%
38,366
-5,738
-13% -$587K
VRSN icon
345
VeriSign
VRSN
$26.6B
$4.8M 0.05%
16,626
+32
+0.2% +$8.67K
SMCI icon
346
Super Micro Computer
SMCI
$20.1B
$4.78M 0.05%
97,542
+2,391
+3% +$92.2K
EME icon
347
Emcor
EME
$36B
$4.78M 0.05%
8,934
+523
+6% +$231K
CDW icon
348
CDW
CDW
$17B
$4.78M 0.05%
26,756
+778
+3% +$132K
CHD icon
349
Church & Dwight Co
CHD
$24.5B
$4.75M 0.05%
49,452
+2,575
+5% +$254K
UDR icon
350
UDR
UDR
$12.3B
$4.74M 0.05%
116,105
-12,855
-10% -$532K
12 13
14
15 16

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UM
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RFC
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IFM Investors's Q2 2025 Portfolio in Review

As of Q2 2025, IFM Investors held 655 positions worth $10.5B, up 14% from $9.23B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors's Q2 2025 filing shows 1 new, 433 increased, 167 reduced and 38 closed positions. Its largest new stake was Ralliant Corp: 15,985 shares worth $775K. The largest sale was Discover Financial Services, an estimated $8.33M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

  • IFM Investors's largest Q2 2025 buy was Ralliant Corp: 15,985 shares worth $775K.
  • IFM Investors added most to Microsoft in Q2 2025, an estimated $22M increase.
  • IFM Investors's biggest Q2 2025 reduction was Prologis, cutting an estimated $3.46M.
  • IFM Investors fully exited Discover Financial Services in Q2 2025, selling an estimated $8.33M.
  • IFM Investors's ten largest holdings make up 35% of its $10.5B portfolio in Q2 2025.
  • IFM Investors opened 1 new position and closed 38 in Q2 2025.
  • IFM Investors's portfolio value rose 14% quarter-over-quarter to $10.5B.

Based on IFM Investors's 13F filing for Q2 2025, filed 11 Jul 2025.