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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
-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
TW icon
426
Tradeweb Markets
TW
$21.6B
$3.23M 0.04%
21,749
-969
-4% -$129K
OKTA icon
427
Okta
OKTA
$25.8B
$3.22M 0.03%
30,598
– –
EXE
428
Expand Energy Corp
EXE
$21.5B
$3.2M 0.03%
28,770
+948
+3% +$98.6K
EVRG icon
429
Evergy
EVRG
$19.2B
$3.2M 0.03%
46,369
-13,752
-23% -$900K
TEVA icon
430
Teva Pharmaceuticals
TEVA
$41.2B
$3.18M 0.03%
207,087
– –
FDS icon
431
Factset
FDS
$10.2B
$3.17M 0.03%
6,965
– –
MAS icon
432
Masco
MAS
$15.3B
$3.15M 0.03%
45,344
– –
LII icon
433
Lennox International
LII
$15.2B
$3.15M 0.03%
5,620
-159
-3% -$96.3K
FWONK icon
434
Liberty Media Series C
FWONK
$25.8B
$3.14M 0.03%
34,895
– –
ON icon
435
ON Semiconductor
ON
$31.6B
$3.14M 0.03%
77,138
– –
LMT icon
436
Lockheed Martin
LMT
$136B
$3.12M 0.03%
6,979
-175
-2% -$80.6K
EME icon
437
Emcor
EME
$36B
$3.11M 0.03%
8,411
-192
-2% -$83K
GGG icon
438
Graco
GGG
$13.5B
$3.11M 0.03%
37,197
-2,085
-5% -$176K
FTV icon
439
Fortive
FTV
$18.6B
$3.1M 0.03%
56,136
+2,338
+4% +$137K
FFIV icon
440
F5
FFIV
$22.7B
$3.09M 0.03%
11,606
-55
-0.5% -$15.4K
GPC icon
441
Genuine Parts
GPC
$18.7B
$3.07M 0.03%
25,797
-1,786
-6% -$215K
GEN icon
442
Gen Digital
GEN
$17.5B
$3.03M 0.03%
114,092
-3,593
-3% -$98.4K
OMC icon
443
Omnicom Group
OMC
$23.4B
$2.95M 0.03%
35,543
+435
+1% +$36.3K
WTRG icon
444
Essential Utilities
WTRG
$11.4B
$2.94M 0.03%
74,285
-15,549
-17% -$571K
L icon
445
Loews
L
$23.6B
$2.92M 0.03%
31,811
-1,915
-6% -$164K
SNA icon
446
Snap-on
SNA
$21.5B
$2.91M 0.03%
8,646
-475
-5% -$161K
WST icon
447
West Pharmaceutical
WST
$24.9B
$2.88M 0.03%
12,853
-256
-2% -$70.6K
DPZ icon
448
Domino's
DPZ
$11.6B
$2.87M 0.03%
6,244
– –
PKG icon
449
Packaging Corp of America
PKG
$22.8B
$2.87M 0.03%
14,476
-2,474
-15% -$528K
BALL icon
450
Ball Corp
BALL
$16.8B
$2.86M 0.03%
54,959
– –
16 17
18
19 20

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IA
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AT
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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
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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.