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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
MKL icon
351
Markel Group
MKL
$23.2B
$4.71M 0.04%
2,356
+152
+7% +$285K
HAL icon
352
Halliburton
HAL
$26.6B
$4.66M 0.04%
228,770
-236
-0.1% -$4.95K
CFG icon
353
Citizens Financial Group
CFG
$30.6B
$4.63M 0.04%
103,452
+7,185
+7% +$283K
MTD icon
354
Mettler-Toledo International
MTD
$28.6B
$4.61M 0.04%
3,927
-67
-2% -$74.9K
CMS icon
355
CMS Energy
CMS
$22.3B
$4.6M 0.04%
66,348
+3,625
+6% +$258K
LYV icon
356
Live Nation Entertainment
LYV
$42.1B
$4.58M 0.04%
30,243
+1,519
+5% +$209K
RS icon
357
Reliance Steel & Aluminium
RS
$21.6B
$4.55M 0.04%
14,508
-1,364
-9% -$403K
KHC icon
358
Kraft Heinz
KHC
$30B
$4.52M 0.04%
175,003
+8,828
+5% +$245K
TWLO icon
359
Twilio
TWLO
$36.6B
$4.51M 0.04%
36,287
+676
+2% +$71.9K
RF icon
360
Regions Financial
RF
$26.8B
$4.51M 0.04%
191,731
+11,449
+6% +$242K
BIIB icon
361
Biogen
BIIB
$30.7B
$4.49M 0.04%
35,752
+2,023
+6% +$252K
OXY icon
362
Occidental Petroleum
OXY
$55.9B
$4.48M 0.04%
106,730
+8,126
+8% +$340K
CINF icon
363
Cincinnati Financial
CINF
$27.1B
$4.48M 0.04%
30,096
+962
+3% +$138K
DOC icon
364
Healthpeak Properties
DOC
$14.8B
$4.43M 0.04%
253,166
-36,457
-13% -$647K
TDY icon
365
Teledyne Technologies
TDY
$32B
$4.43M 0.04%
8,642
+410
+5% +$198K
PODD icon
366
Insulet
PODD
$9.79B
$4.43M 0.04%
14,085
+1,003
+8% +$289K
CPAY icon
367
Corpay
CPAY
$25.7B
$4.41M 0.04%
13,278
+846
+7% +$276K
LH icon
368
Labcorp
LH
$25.9B
$4.38M 0.04%
16,682
+823
+5% +$200K
TPL icon
369
Texas Pacific Land
TPL
$23.5B
$4.38M 0.04%
12,429
+1,983
+19% +$811K
CPT icon
370
Camden Property Trust
CPT
$11.3B
$4.37M 0.04%
38,800
-4,321
-10% -$499K
REG icon
371
Regency Centers
REG
$14.1B
$4.34M 0.04%
60,997
-4,273
-7% -$305K
IP icon
372
International Paper
IP
$22B
$4.27M 0.04%
91,250
+8,573
+10% +$405K
LHX icon
373
L3Harris
LHX
$53.4B
$4.25M 0.04%
16,942
+1,037
+7% +$238K
ARE icon
374
Alexandria Real Estate Equities
ARE
$8.56B
$4.24M 0.04%
58,394
-5,625
-9% -$418K
NVR icon
375
NVR
NVR
$17B
$4.23M 0.04%
573
+33
+6% +$237K
13 14
15
16 17

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UM
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FCAS
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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.