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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
+26.1%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$15.1B
AUM Growth
+$3.12B
Cap. Flow
+$1.4B
Cap. Flow %
9.26%
Top 10 Hldgs %
34.63%
Holding
701
New
15
Increased
533
Reduced
68
Closed
60

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$153M
2
AAPL icon
Apple
AAPL
+$95.6M
3
MSFT icon
Microsoft
MSFT
+$66.3M
4
AMZN icon
Amazon
AMZN
+$65.7M
5
NVDA icon
NVIDIA
NVDA
+$57.1M

Top Sells

Rank Stock Value
1
ALLE icon
Allegion
ALLE
+$44.9M
2
AER icon
AerCap
AER
+$12.7M
3
HON icon
Honeywell
HON
+$7.53M
4
CCL icon
Carnival Corporation Ltd
CCL
+$5.54M
5
CTRA
Coterra Energy
CTRA
+$4.97M

Sector Composition

Rank Sector Weight
1 Technology 37.17%
2 Financials 11.29%
3 Communication Services 9.8%
4 Consumer Discretionary 9.35%
5 Healthcare 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INDA icon
26
iShares MSCI India ETF
INDA
$6.71B
$94.5M 0.63%
1,913,759
-27,000
-1% -$1.32M
COST icon
27
Costco
COST
$415B
$91.4M 0.61%
97,758
+11,787
+14% +$11.7M
KLAC icon
28
KLA
KLAC
$275B
$91.1M 0.6%
301,890
+24,540
+9% +$4.87M
GE icon
29
GE Aerospace
GE
$367B
$90M 0.6%
240,839
+20,661
+9% +$6.47M
BAC icon
30
Bank of America
BAC
$435B
$87.6M 0.58%
1,537,465
+137,180
+10% +$7.3M
UNH icon
31
UnitedHealth
UNH
$382B
$86.3M 0.57%
207,547
+23,050
+12% +$8.54M
HD icon
32
Home Depot
HD
$332B
$79.4M 0.53%
225,019
+22,699
+11% +$7.38M
PG icon
33
Procter & Gamble
PG
$343B
$78.6M 0.52%
536,032
+58,133
+12% +$8.46M
MRK icon
34
Merck
MRK
$324B
$73.4M 0.49%
571,235
+48,656
+9% +$5.7M
KO icon
35
Coca-Cola
KO
$354B
$72.7M 0.48%
894,276
+54,798
+7% +$4.33M
GEV icon
36
GE Vernova
GEV
$270B
$71.2M 0.47%
60,636
+5,705
+10% +$5.82M
CVX icon
37
Chevron
CVX
$388B
$68.7M 0.45%
414,469
+41,645
+11% +$7.75M
NFLX icon
38
Netflix
NFLX
$292B
$68.5M 0.45%
958,710
+94,993
+11% +$8.37M
GS icon
39
Goldman Sachs
GS
$313B
$68.2M 0.45%
67,415
+5,869
+10% +$5.72M
WELL icon
40
Welltower
WELL
$178B
$63.6M 0.42%
280,137
+27,947
+11% +$5.91M
PANW icon
41
Palo Alto Networks
PANW
$264B
$63.5M 0.42%
186,273
+21,044
+13% +$4.82M
TXN icon
42
Texas Instruments
TXN
$255B
$62.1M 0.41%
208,508
+19,156
+10% +$5.31M
IBM icon
43
IBM
IBM
$202B
$60.5M 0.4%
215,047
+27,289
+15% +$6.88M
MRVL icon
44
Marvell Technology
MRVL
$174B
$59M 0.39%
198,070
+11,637
+6% +$2.33M
ORCL icon
45
Oracle
ORCL
$331B
$58.1M 0.38%
396,701
+42,879
+12% +$7.77M
PLTR icon
46
Palantir
PLTR
$295B
$57M 0.38%
488,245
+22,961
+5% +$3.13M
MS icon
47
Morgan Stanley
MS
$337B
$56.8M 0.38%
271,816
+27,005
+11% +$5.35M
WFC icon
48
Wells Fargo
WFC
$261B
$56.7M 0.37%
685,541
+66,478
+11% +$5.34M
LIN icon
49
Linde
LIN
$237B
$54.3M 0.36%
+104,579
New +$53M
C icon
50
Citigroup
C
$222B
$54M 0.36%
385,482
+22,469
+6% +$2.92M
1
2
3 4 5

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
MSV
MN Services Vermogensbeheer The Hague, Netherlands $15.1B AUM 26.53% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 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

IFM Investors's Q2 2026 Portfolio in Review

As of Q2 2026, IFM Investors held 701 positions worth $15.1B, up 26% from $12B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors deployed $1.4B of net new capital in Q2 2026, opening 15 new positions and adding to 533 existing holdings. Its largest new stake was Advanced Micro Devices: 373,215 shares worth $217M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 32% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Allegion, an estimated $44.9M trimmed.

  • IFM Investors's largest Q2 2026 buy was Advanced Micro Devices: 373,215 shares worth $217M.
  • IFM Investors added most to Apple in Q2 2026, an estimated $95.6M increase.
  • IFM Investors's biggest Q2 2026 reduction was Allegion, cutting an estimated $44.9M.
  • IFM Investors fully exited Carnival Corporation Ltd in Q2 2026, selling an estimated $5.54M.
  • IFM Investors's ten largest holdings make up 35% of its $15.1B portfolio in Q2 2026.
  • IFM Investors opened 15 new positions and closed 60 in Q2 2026.
  • IFM Investors's portfolio value rose 26% quarter-over-quarter to $15.1B.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.