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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
+14.5%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$10.5B
AUM Growth
+$1.28B
Cap. Flow
+$274M
Cap. Flow %
2.61%
Top 10 Hldgs %
35.33%
Holding
655
New
1
Increased
433
Reduced
167
Closed
38

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$22M
2
AAPL icon
Apple
AAPL
+$21.3M
3
NVDA icon
NVIDIA
NVDA
+$20.3M
4
AMZN icon
Amazon
AMZN
+$17.2M
5
META icon
Meta Platforms (Facebook)
META
+$11.2M

Top Sells

Rank Stock Value
1
DFS
Discover Financial Services
DFS
+$8.33M
2
ANSS
Ansys
ANSS
+$5.02M
3
PLD icon
Prologis
PLD
+$3.46M
4
AIZ icon
Assurant
AIZ
+$2.66M
5
HST icon
Host Hotels & Resorts
HST
+$2.53M

Sector Composition

Rank Sector Weight
1 Technology 33.89%
2 Financials 13.13%
3 Consumer Discretionary 10.55%
4 Communication Services 10.09%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NLY icon
426
Annaly Capital Management
NLY
$17.4B
$3.42M 0.03%
181,643
+7,711
+4% +$147K
TRMB icon
427
Trimble
TRMB
$13.9B
$3.41M 0.03%
44,912
+2,808
+7% +$189K
STLD icon
428
Steel Dynamics
STLD
$37.6B
$3.39M 0.03%
26,446
+37
+0.1% +$4.72K
EVRG icon
429
Evergy
EVRG
$19.2B
$3.37M 0.03%
48,834
+2,465
+5% +$166K
MDB icon
430
MongoDB
MDB
$32.1B
$3.35M 0.03%
15,951
+2,155
+16% +$398K
EXPD icon
431
Expeditors International
EXPD
$23.2B
$3.34M 0.03%
29,266
+682
+2% +$76.4K
LKQ icon
432
LKQ Corp
LKQ
$6.29B
$3.3M 0.03%
89,298
+1,416
+2% +$56.5K
BBY icon
433
Best Buy
BBY
$17.3B
$3.28M 0.03%
48,919
+3,040
+7% +$207K
KEY icon
434
KeyCorp
KEY
$24.4B
$3.27M 0.03%
187,585
+43,745
+30% +$678K
FDS icon
435
Factset
FDS
$10.2B
$3.25M 0.03%
7,276
+311
+4% +$136K
TW icon
436
Tradeweb Markets
TW
$21.6B
$3.25M 0.03%
22,172
+423
+2% +$59K
LNT icon
437
Alliant Energy
LNT
$18B
$3.24M 0.03%
53,514
+2,272
+4% +$139K
GPC icon
438
Genuine Parts
GPC
$18.7B
$3.23M 0.03%
26,623
+826
+3% +$99.4K
ROL icon
439
Rollins
ROL
$18.2B
$3.23M 0.03%
57,180
-15,263
-21% -$856K
ZBRA icon
440
Zebra Technologies
ZBRA
$17.8B
$3.19M 0.03%
10,342
+299
+3% +$81.2K
SNA icon
441
Snap-on
SNA
$21.5B
$3.14M 0.03%
10,079
+1,433
+17% +$456K
WSO icon
442
Watsco Inc
WSO
$13.6B
$3.09M 0.03%
6,999
+311
+5% +$144K
JNPR
443
DELISTED
Juniper Networks
JNPR
$3.09M 0.03%
77,338
+422
+0.5% +$15.1K
WY icon
444
Weyerhaeuser
WY
$18.4B
$3.08M 0.03%
119,968
-26,332
-18% -$689K
PKG icon
445
Packaging Corp of America
PKG
$22.8B
$3.08M 0.03%
16,352
+1,876
+13% +$355K
BALL icon
446
Ball Corp
BALL
$16.8B
$3.08M 0.03%
54,842
-117
-0.2% -$6.11K
OKTA icon
447
Okta
OKTA
$25.8B
$3.08M 0.03%
30,766
+168
+0.5% +$17.9K
L icon
448
Loews
L
$23.6B
$3.03M 0.03%
33,102
+1,291
+4% +$113K
BAX icon
449
Baxter International
BAX
$14.2B
$3.03M 0.03%
100,050
+257
+0.3% +$7.79K
DT icon
450
Dynatrace
DT
$14.2B
$3.03M 0.03%
54,838
+4,627
+9% +$232K
16 17
18
19 20

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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 Q2 2025 Portfolio in Review

As of Q2 2025, IFM Investors held 655 positions worth $10.5B, up 14% from $9.23B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors's Q2 2025 filing shows 1 new, 433 increased, 167 reduced and 38 closed positions. Its largest new stake was Ralliant Corp: 15,985 shares worth $775K. The largest sale was Discover Financial Services, an estimated $8.33M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

  • IFM Investors's largest Q2 2025 buy was Ralliant Corp: 15,985 shares worth $775K.
  • IFM Investors added most to Microsoft in Q2 2025, an estimated $22M increase.
  • IFM Investors's biggest Q2 2025 reduction was Prologis, cutting an estimated $3.46M.
  • IFM Investors fully exited Discover Financial Services in Q2 2025, selling an estimated $8.33M.
  • IFM Investors's ten largest holdings make up 35% of its $10.5B portfolio in Q2 2025.
  • IFM Investors opened 1 new position and closed 38 in Q2 2025.
  • IFM Investors's portfolio value rose 14% quarter-over-quarter to $10.5B.

Based on IFM Investors's 13F filing for Q2 2025, filed 11 Jul 2025.