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
NLY icon
401
Annaly Capital Management
NLY
$17.4B
$3.53M 0.04%
173,932
-9,377
-5% -$193K
CCL icon
402
Carnival Corporation Ltd
CCL
$39.7B
$3.53M 0.04%
180,751
+7,536
+4% +$179K
WSM icon
403
Williams-Sonoma
WSM
$29.6B
$3.53M 0.04%
22,310
-753
-3% -$146K
ZM icon
404
Zoom
ZM
$30.6B
$3.52M 0.04%
47,769
– –
NTRA icon
405
Natera
NTRA
$46.4B
$3.5M 0.04%
+24,734
New +$3.98M
TWLO icon
406
Twilio
TWLO
$36.6B
$3.49M 0.04%
35,611
-1,080
-3% -$128K
EXPD icon
407
Expeditors International
EXPD
$23.2B
$3.44M 0.04%
28,584
+1,623
+6% +$187K
PODD icon
408
Insulet
PODD
$9.79B
$3.44M 0.04%
13,082
– –
DOW icon
409
Dow Inc
DOW
$21.2B
$3.42M 0.04%
98,060
-3,125
-3% -$120K
BAX icon
410
Baxter International
BAX
$14.2B
$3.42M 0.04%
99,793
-3,292
-3% -$108K
IEX icon
411
IDEX
IEX
$17.3B
$3.41M 0.04%
18,818
+210
+1% +$41.8K
CLX icon
412
Clorox
CLX
$12.7B
$3.4M 0.04%
23,114
– –
NTNX icon
413
Nutanix
NTNX
$16.9B
$3.4M 0.04%
48,745
+2,159
+5% +$149K
WSO icon
414
Watsco Inc
WSO
$13.6B
$3.4M 0.04%
6,688
-255
-4% -$126K
BBY icon
415
Best Buy
BBY
$17.3B
$3.38M 0.04%
45,879
-1,028
-2% -$84.8K
LHX icon
416
L3Harris
LHX
$53.4B
$3.33M 0.04%
15,905
+588
+4% +$123K
TRU icon
417
TransUnion
TRU
$15.3B
$3.31M 0.04%
39,915
-1,247
-3% -$114K
STLD icon
418
Steel Dynamics
STLD
$37.6B
$3.3M 0.04%
26,409
-11,526
-30% -$1.46M
ADM icon
419
Archer Daniels Midland
ADM
$36.9B
$3.3M 0.04%
68,787
– –
LNT icon
420
Alliant Energy
LNT
$18B
$3.3M 0.04%
51,242
-15,824
-24% -$968K
PDD icon
421
Pinduoduo
PDD
$131B
$3.29M 0.04%
27,776
+1,740
+7% +$200K
COO icon
422
Cooper Companies
COO
$14.5B
$3.28M 0.04%
38,938
– –
HOLX
423
DELISTED
Hologic
HOLX
$3.27M 0.04%
52,969
+2,884
+6% +$191K
SMCI icon
424
Super Micro Computer
SMCI
$20.1B
$3.26M 0.04%
95,151
– –
ULTA icon
425
Ulta Beauty
ULTA
$24.3B
$3.24M 0.04%
8,846
– –
15 16
17
18 19

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.