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
+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
NRG icon
326
NRG Energy
NRG
$24.8B
$5.41M 0.05%
32,066
-1,511
-5% -$235K
WPC icon
327
W.P. Carey
WPC
$16.4B
$5.37M 0.05%
78,512
+481
+0.6% +$31.5K
VLTO icon
328
Veralto
VLTO
$24B
$5.37M 0.05%
51,290
+270
+0.5% +$28.5K
HUBB icon
329
Hubbell
HUBB
$27.2B
$5.33M 0.05%
12,527
+118
+1% +$50.8K
LEN icon
330
Lennar Class A
LEN
$21.2B
$5.32M 0.05%
42,235
-2,769
-6% -$344K
SBAC icon
331
SBA Communications
SBAC
$19.5B
$5.31M 0.05%
27,346
+519
+2% +$112K
P
332
Everpure Inc
P
$29.9B
$5.18M 0.05%
62,906
– –
NU icon
333
Nu Holdings
NU
$66.9B
$5.18M 0.05%
328,015
+211,357
+181% +$2.95M
BIIB icon
334
Biogen
BIIB
$30.7B
$5.15M 0.05%
37,490
+1,738
+5% +$235K
GDDY icon
335
GoDaddy
GDDY
$11.5B
$5.13M 0.05%
36,312
-1,894
-5% -$292K
CFG icon
336
Citizens Financial Group
CFG
$30.6B
$5.13M 0.05%
96,121
-7,331
-7% -$365K
KIM icon
337
Kimco Realty
KIM
$16.4B
$5.12M 0.05%
237,149
+551
+0.2% +$12K
TEAM icon
338
Atlassian
TEAM
$37.8B
$5.1M 0.04%
30,605
+172
+0.6% +$31.1K
ODFL icon
339
Old Dominion Freight Line
ODFL
$44.9B
$5.07M 0.04%
36,564
+316
+0.9% +$48.4K
CBOE icon
340
Cboe Global Markets
CBOE
$29.9B
$5.07M 0.04%
20,806
-351
-2% -$84.3K
WSM icon
341
Williams-Sonoma
WSM
$29.6B
$5.01M 0.04%
24,880
+487
+2% +$93.1K
TDY icon
342
Teledyne Technologies
TDY
$32B
$4.99M 0.04%
8,642
– –
LHX icon
343
L3Harris
LHX
$53.4B
$4.97M 0.04%
16,942
– –
LYV icon
344
Live Nation Entertainment
LYV
$42.1B
$4.96M 0.04%
30,636
+393
+1% +$62.1K
MDB icon
345
MongoDB
MDB
$32.1B
$4.95M 0.04%
15,550
-401
-3% -$103K
ARE icon
346
Alexandria Real Estate Equities
ARE
$8.56B
$4.91M 0.04%
58,544
+150
+0.3% +$12K
BRO icon
347
Brown & Brown
BRO
$23.9B
$4.9M 0.04%
52,258
– –
HBAN icon
348
Huntington Bancshares
HBAN
$35.5B
$4.9M 0.04%
281,271
-28,230
-9% -$483K
PTC icon
349
PTC
PTC
$16B
$4.86M 0.04%
23,953
– –
RDDT icon
350
Reddit
RDDT
$31.1B
$4.85M 0.04%
20,209
+6,736
+50% +$1.37M
12 13
14
15 16

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 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.