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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
+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
ULTA icon
351
Ulta Beauty
ULTA
$24.3B
$4.85M 0.04%
8,779
– –
DOC icon
352
Healthpeak Properties
DOC
$14.8B
$4.84M 0.04%
255,395
+2,229
+0.9% +$40K
NTRS icon
353
Northern Trust
NTRS
$33.9B
$4.83M 0.04%
36,256
-2,110
-5% -$272K
RF icon
354
Regions Financial
RF
$26.8B
$4.78M 0.04%
179,359
-12,372
-6% -$321K
CMS icon
355
CMS Energy
CMS
$22.3B
$4.76M 0.04%
66,273
-75
-0.1% -$5.39K
VRSN icon
356
VeriSign
VRSN
$26.6B
$4.75M 0.04%
16,710
+84
+0.5% +$23.5K
CINF icon
357
Cincinnati Financial
CINF
$27.1B
$4.75M 0.04%
30,286
+190
+0.6% +$28.8K
MTD icon
358
Mettler-Toledo International
MTD
$28.6B
$4.73M 0.04%
3,927
– –
CHTR icon
359
Charter Communications
CHTR
$18.2B
$4.7M 0.04%
17,203
-885
-5% -$267K
EXPE icon
360
Expedia Group
EXPE
$37.3B
$4.7M 0.04%
21,095
-1,019
-5% -$205K
DVN icon
361
Devon Energy
DVN
$47.3B
$4.69M 0.04%
126,828
+8,553
+7% +$291K
EQH icon
362
Equitable Holdings
EQH
$14.1B
$4.68M 0.04%
89,385
– –
LH icon
363
Labcorp
LH
$25.9B
$4.68M 0.04%
16,682
– –
PODD icon
364
Insulet
PODD
$9.79B
$4.68M 0.04%
14,720
+635
+5% +$199K
KHC icon
365
Kraft Heinz
KHC
$30B
$4.6M 0.04%
176,588
+1,585
+0.9% +$43.1K
TPR icon
366
Tapestry
TPR
$32.8B
$4.59M 0.04%
+42,110
New +$4.41M
DOV icon
367
Dover
DOV
$28.4B
$4.58M 0.04%
27,293
– –
DRI icon
368
Darden Restaurants
DRI
$24.4B
$4.57M 0.04%
24,267
+947
+4% +$195K
MKL icon
369
Markel Group
MKL
$23.2B
$4.54M 0.04%
2,371
+15
+0.6% +$29.4K
FSLR icon
370
First Solar
FSLR
$26.9B
$4.53M 0.04%
20,573
-2,095
-9% -$402K
AMH icon
371
American Homes 4 Rent
AMH
$12.5B
$4.51M 0.04%
138,131
+841
+0.6% +$29.3K
DG icon
372
Dollar General
DG
$27.9B
$4.48M 0.04%
43,844
– –
SMCI icon
373
Super Micro Computer
SMCI
$20.1B
$4.47M 0.04%
97,542
– –
RPM icon
374
RPM International
RPM
$15B
$4.46M 0.04%
38,139
– –
DGX icon
375
Quest Diagnostics
DGX
$26.3B
$4.46M 0.04%
23,581
+170
+0.7% +$30.2K
13 14
15
16 17

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IA
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AT
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UM
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FCAS
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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 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.