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
+26.1%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$15.1B
AUM Growth
+$3.12B
Cap. Flow
+$1.4B
Cap. Flow %
9.26%
Top 10 Hldgs %
34.63%
Holding
701
New
15
Increased
533
Reduced
68
Closed
60

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$153M
2
AAPL icon
Apple
AAPL
+$95.6M
3
MSFT icon
Microsoft
MSFT
+$66.3M
4
AMZN icon
Amazon
AMZN
+$65.7M
5
NVDA icon
NVIDIA
NVDA
+$57.1M

Top Sells

Rank Stock Value
1
ALLE icon
Allegion
ALLE
+$44.9M
2
AER icon
AerCap
AER
+$12.7M
3
HON icon
Honeywell
HON
+$7.53M
4
CCL icon
Carnival Corporation Ltd
CCL
+$5.54M
5
CTRA
Coterra Energy
CTRA
+$4.97M

Sector Composition

Rank Sector Weight
1 Technology 37.17%
2 Financials 11.29%
3 Communication Services 9.8%
4 Consumer Discretionary 9.35%
5 Healthcare 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSLR icon
376
First Solar
FSLR
$21.8B
$5.87M 0.04%
24,885
+2,495
+11% +$585K
LPLA icon
377
LPL Financial
LPLA
$26.3B
$5.86M 0.04%
20,812
+1,561
+8% +$469K
CHD icon
378
Church & Dwight Co
CHD
$23.1B
$5.85M 0.04%
60,417
+10,632
+21% +$1.02M
CBOE icon
379
Cboe Global Markets
CBOE
$29.8B
$5.85M 0.04%
24,108
+2,602
+12% +$796K
AMRZ
380
Amrize Ltd
AMRZ
$27.3B
$5.85M 0.04%
109,663
+30,352
+38% +$1.64M
NLY icon
381
Annaly Capital Management
NLY
$16.9B
$5.83M 0.04%
260,510
+478
+0.2% +$10.6K
ILMN icon
382
Illumina
ILMN
$29.4B
$5.8M 0.04%
33,001
+2,559
+8% +$375K
LHX icon
383
L3Harris
LHX
$55.9B
$5.78M 0.04%
19,885
+3,380
+20% +$1.07M
CMS icon
384
CMS Energy
CMS
$23.1B
$5.78M 0.04%
75,500
+8,483
+13% +$636K
INSM icon
385
Insmed
INSM
$23.2B
$5.75M 0.04%
53,953
+11,213
+26% +$1.36M
TROW icon
386
T. Rowe Price
TROW
$25B
$5.75M 0.04%
50,560
+5,999
+13% +$614K
DGX icon
387
Quest Diagnostics
DGX
$25.1B
$5.71M 0.04%
26,937
+3,160
+13% +$620K
EXE
388
Expand Energy Corp
EXE
$21.9B
$5.69M 0.04%
62,432
+2,173
+4% +$206K
KEY icon
389
KeyCorp
KEY
$24.3B
$5.69M 0.04%
246,965
+33,608
+16% +$732K
VEEV icon
390
Veeva Systems
VEEV
$30.3B
$5.58M 0.04%
31,449
+1,195
+4% +$197K
VRSK icon
391
Verisk Analytics
VRSK
$26.4B
$5.57M 0.04%
31,051
+877
+3% +$154K
NU icon
392
Nu Holdings
NU
$68.1B
$5.57M 0.04%
416,580
+65,443
+19% +$882K
DTE icon
393
DTE Energy
DTE
$31.1B
$5.56M 0.04%
36,460
+4,321
+13% +$631K
LH icon
394
Labcorp
LH
$24.3B
$5.5M 0.04%
19,626
+2,252
+13% +$592K
WDAY icon
395
Workday
WDAY
$33.4B
$5.49M 0.04%
44,813
+2,810
+7% +$356K
MTD icon
396
Mettler-Toledo International
MTD
$26.8B
$5.46M 0.04%
4,271
+417
+11% +$503K
DG icon
397
Dollar General
DG
$25.9B
$5.45M 0.04%
47,311
+4,889
+12% +$556K
PFG icon
398
Principal Financial Group
PFG
$23.6B
$5.44M 0.04%
50,457
+4,086
+9% +$415K
WTW icon
399
Willis Towers Watson
WTW
$27.9B
$5.39M 0.04%
20,619
+1,253
+6% +$335K
DLTR icon
400
Dollar Tree
DLTR
$23.1B
$5.27M 0.03%
43,582
+4,492
+11% +$467K
14 15
16
17 18

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
MSV
MN Services Vermogensbeheer The Hague, Netherlands $15.1B AUM 26.53% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 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

IFM Investors's Q2 2026 Portfolio in Review

As of Q2 2026, IFM Investors held 701 positions worth $15.1B, up 26% from $12B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors deployed $1.4B of net new capital in Q2 2026, opening 15 new positions and adding to 533 existing holdings. Its largest new stake was Advanced Micro Devices: 373,215 shares worth $217M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 32% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Allegion, an estimated $44.9M trimmed.

  • IFM Investors's largest Q2 2026 buy was Advanced Micro Devices: 373,215 shares worth $217M.
  • IFM Investors added most to Apple in Q2 2026, an estimated $95.6M increase.
  • IFM Investors's biggest Q2 2026 reduction was Allegion, cutting an estimated $44.9M.
  • IFM Investors fully exited Carnival Corporation Ltd in Q2 2026, selling an estimated $5.54M.
  • IFM Investors's ten largest holdings make up 35% of its $15.1B portfolio in Q2 2026.
  • IFM Investors opened 15 new positions and closed 60 in Q2 2026.
  • IFM Investors's portfolio value rose 26% quarter-over-quarter to $15.1B.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.