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
-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
CFG icon
376
Citizens Financial Group
CFG
$30.6B
$3.94M 0.04%
96,267
– –
RF icon
377
Regions Financial
RF
$26.8B
$3.92M 0.04%
180,282
+1,520
+0.9% +$35.4K
ROL icon
378
Rollins
ROL
$18.2B
$3.91M 0.04%
72,443
+22,038
+44% +$1.11M
NVR icon
379
NVR
NVR
$17B
$3.91M 0.04%
540
– –
HUBB icon
380
Hubbell
HUBB
$27.2B
$3.89M 0.04%
11,753
-86
-0.7% -$33.3K
BXP icon
381
Boston Properties
BXP
$11.1B
$3.88M 0.04%
57,730
-7,793
-12% -$547K
IFF icon
382
International Flavors & Fragrances
IFF
$21.9B
$3.88M 0.04%
49,943
-1,045
-2% -$86.2K
PFG icon
383
Principal Financial Group
PFG
$24.3B
$3.87M 0.04%
45,814
– –
MKC icon
384
McCormick & Company Non-Voting
MKC
$14.2B
$3.82M 0.04%
46,357
+2,474
+6% +$194K
PTC icon
385
PTC
PTC
$16B
$3.8M 0.04%
24,495
– –
FNF icon
386
Fidelity National Financial
FNF
$13.5B
$3.75M 0.04%
57,644
– –
LYV icon
387
Live Nation Entertainment
LYV
$42.1B
$3.75M 0.04%
28,724
+312
+1% +$42.6K
ZS icon
388
Zscaler
ZS
$27.3B
$3.75M 0.04%
18,898
– –
LKQ icon
389
LKQ Corp
LKQ
$6.29B
$3.74M 0.04%
87,882
– –
DG icon
390
Dollar General
DG
$27.9B
$3.72M 0.04%
42,297
+2,141
+5% +$162K
IBKR icon
391
Interactive Brokers
IBKR
$39.8B
$3.71M 0.04%
+89,556
New +$4.44M
LH icon
392
Labcorp
LH
$25.9B
$3.69M 0.04%
15,859
+404
+3% +$98K
WRB icon
393
W.R. Berkley
WRB
$26.6B
$3.68M 0.04%
51,712
-1,766
-3% -$108K
DGX icon
394
Quest Diagnostics
DGX
$26.3B
$3.68M 0.04%
21,735
+880
+4% +$145K
FCNCA icon
395
First Citizens BancShares
FCNCA
$25.3B
$3.64M 0.04%
1,962
-40
-2% -$81.5K
SSNC icon
396
SS&C Technologies
SSNC
$18.6B
$3.6M 0.04%
43,126
-268
-0.6% -$22.2K
TROW icon
397
T. Rowe Price
TROW
$24.3B
$3.6M 0.04%
39,135
– –
PINS icon
398
Pinterest
PINS
$13.4B
$3.58M 0.04%
115,323
+5,072
+5% +$172K
AVY icon
399
Avery Dennison
AVY
$13.4B
$3.55M 0.04%
19,954
+192
+1% +$35.3K
DECK icon
400
Deckers Outdoor
DECK
$13.3B
$3.55M 0.04%
31,723
+1,060
+3% +$171K
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
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 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.