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
BLDR icon
451
Builders FirstSource
BLDR
$7.79B
$2.85M 0.03%
22,822
– –
ZBRA icon
452
Zebra Technologies
ZBRA
$17.8B
$2.84M 0.03%
10,043
– –
DOCU
453
DocuSign
DOCU
$11.4B
$2.81M 0.03%
34,489
– –
JNPR
454
DELISTED
Juniper Networks
JNPR
$2.78M 0.03%
76,916
-2,770
-3% -$101K
OC icon
455
Owens Corning
OC
$12.2B
$2.78M 0.03%
19,484
-772
-4% -$128K
CTRA
456
DELISTED
Coterra Energy
CTRA
$2.78M 0.03%
96,070
– –
FSLR icon
457
First Solar
FSLR
$25.5B
$2.77M 0.03%
21,879
+836
+4% +$131K
TRMB icon
458
Trimble
TRMB
$13.9B
$2.76M 0.03%
42,104
– –
BURL icon
459
Burlington
BURL
$23.3B
$2.76M 0.03%
11,579
-324
-3% -$84K
FOXA icon
460
Fox Class A
FOXA
$26.6B
$2.75M 0.03%
48,523
-4,081
-8% -$216K
EL icon
461
Estee Lauder
EL
$31.5B
$2.71M 0.03%
41,079
– –
NRG icon
462
NRG Energy
NRG
$24.6B
$2.68M 0.03%
28,043
-225
-0.8% -$22.8K
AIZ icon
463
Assurant
AIZ
$14.2B
$2.66M 0.03%
12,680
-518
-4% -$108K
DLTR icon
464
Dollar Tree
DLTR
$24.7B
$2.65M 0.03%
35,355
-1,754
-5% -$125K
P
465
Everpure Inc
P
$32.4B
$2.62M 0.03%
59,247
-1,065
-2% -$64.2K
BMRN icon
466
BioMarin Pharmaceuticals
BMRN
$12.5B
$2.58M 0.03%
36,454
– –
JBL icon
467
Jabil
JBL
$35.9B
$2.55M 0.03%
18,715
+865
+5% +$133K
CAG icon
468
Conagra Brands
CAG
$7.15B
$2.54M 0.03%
95,394
– –
DKNG icon
469
DraftKings
DKNG
$12.1B
$2.54M 0.03%
76,603
– –
RVTY icon
470
Revvity
RVTY
$13B
$2.5M 0.03%
23,595
-880
-4% -$102K
SJM icon
471
J.M. Smucker
SJM
$12.6B
$2.48M 0.03%
20,931
– –
UTHR icon
472
United Therapeutics
UTHR
$23.1B
$2.46M 0.03%
7,990
-208
-3% -$71.3K
TER icon
473
Teradyne
TER
$58.1B
$2.45M 0.03%
29,647
-900
-3% -$101K
MDB icon
474
MongoDB
MDB
$33.4B
$2.42M 0.03%
13,796
+569
+4% +$139K
TSN icon
475
Tyson Foods
TSN
$20.3B
$2.42M 0.03%
37,908
– –
17 18
19
20 21

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.