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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
TTD icon
351
Trade Desk
TTD
$6.18B
$4.43M 0.05%
80,948
+1,370
+2% +$124K
RPM icon
352
RPM International
RPM
$14.7B
$4.42M 0.05%
38,215
-787
-2% -$95.7K
NTAP icon
353
NetApp
NTAP
$39.3B
$4.41M 0.05%
50,245
-1,615
-3% -$179K
IP icon
354
International Paper
IP
$21.8B
$4.41M 0.05%
82,677
+21,545
+35% +$1.18M
DOV icon
355
Dover
DOV
$28.3B
$4.41M 0.05%
25,076
+101
+0.4% +$19.4K
CVNA icon
356
Carvana
CVNA
$78.3B
$4.4M 0.05%
105,305
+675
+0.6% +$29.9K
MOH icon
357
Molina Healthcare
MOH
$10.4B
$4.37M 0.05%
13,267
– –
HBAN icon
358
Huntington Bancshares
HBAN
$35.6B
$4.37M 0.05%
290,815
+15,597
+6% +$251K
NTRS icon
359
Northern Trust
NTRS
$34.3B
$4.35M 0.05%
44,104
– –
CPAY icon
360
Corpay
CPAY
$25.9B
$4.34M 0.05%
12,432
-286
-2% -$103K
CINF icon
361
Cincinnati Financial
CINF
$27B
$4.3M 0.05%
29,134
-710
-2% -$99.9K
WY icon
362
Weyerhaeuser
WY
$18B
$4.28M 0.05%
146,300
-4,223
-3% -$126K
ZBH icon
363
Zimmer Biomet
ZBH
$18.3B
$4.25M 0.05%
37,575
– –
K
364
DELISTED
Kellanova
K
$4.23M 0.05%
51,284
– –
VRSN icon
365
VeriSign
VRSN
$26.6B
$4.21M 0.05%
16,594
– –
DTE icon
366
DTE Energy
DTE
$28.8B
$4.21M 0.05%
30,459
– –
CDW icon
367
CDW
CDW
$17B
$4.16M 0.05%
25,978
– –
WAT icon
368
Waters Corp
WAT
$40.1B
$4.16M 0.05%
11,281
– –
MKL icon
369
Markel Group
MKL
$23.3B
$4.12M 0.04%
2,204
-49
-2% -$90.1K
TDY icon
370
Teledyne Technologies
TDY
$32.1B
$4.1M 0.04%
8,232
– –
DVN icon
371
Devon Energy
DVN
$48.9B
$4.08M 0.04%
109,130
-3,109
-3% -$110K
EXPE icon
372
Expedia Group
EXPE
$36.9B
$4.07M 0.04%
24,234
– –
HST icon
373
Host Hotels & Resorts
HST
$15.6B
$4M 0.04%
281,690
-20,955
-7% -$340K
CSL icon
374
Carlisle Companies
CSL
$15.2B
$4M 0.04%
11,750
+520
+5% +$186K
EG icon
375
Everest Group
EG
$14.3B
$3.97M 0.04%
10,935
– –
13 14
15
16 17

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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
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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.