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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
CVX icon
26
Chevron
CVX
$366B
$52M 0.56%
311,131
-2,005
-0.6% -$314K
CRM icon
27
Salesforce
CRM
$158B
$49.1M 0.53%
182,862
-211
-0.1% -$65.6K
CSCO icon
28
Cisco
CSCO
$479B
$46.9M 0.51%
760,604
-2,676
-0.4% -$165K
WFC icon
29
Wells Fargo
WFC
$264B
$44.4M 0.48%
618,698
-17,635
-3% -$1.32M
ORCL icon
30
Oracle
ORCL
$423B
$44M 0.48%
314,598
+6,733
+2% +$1.1M
MRK icon
31
Merck
MRK
$318B
$43.5M 0.47%
485,085
-3,764
-0.8% -$351K
ABT icon
32
Abbott
ABT
$187B
$43.2M 0.47%
325,860
+102
+0% +$13K
IBM icon
33
IBM
IBM
$224B
$43.2M 0.47%
173,663
+2,938
+2% +$719K
MCD icon
34
McDonald's
MCD
$195B
$40.6M 0.44%
130,072
-2,385
-2% -$713K
PLD icon
35
Prologis
PLD
$133B
$40M 0.43%
357,926
-27,858
-7% -$3.22M
GE icon
36
GE Aerospace
GE
$384B
$39.2M 0.42%
195,875
-359
-0.2% -$70.6K
T icon
37
AT&T
T
$163B
$38.8M 0.42%
1,372,367
+2,462
+0.2% +$61.9K
PEP icon
38
PepsiCo
PEP
$190B
$37.8M 0.41%
252,279
-1,322
-0.5% -$197K
VZ icon
39
Verizon
VZ
$196B
$37.5M 0.41%
826,306
-4,944
-0.6% -$206K
WELL icon
40
Welltower
WELL
$171B
$36.9M 0.4%
241,042
-16,722
-6% -$2.38M
PM icon
41
Philip Morris
PM
$295B
$36.3M 0.39%
228,687
-1,981
-0.9% -$281K
NEE icon
42
NextEra Energy
NEE
$177B
$35.5M 0.38%
500,937
-92,915
-16% -$6.56M
UNP icon
43
Union Pacific
UNP
$174B
$34.6M 0.38%
146,557
-26,206
-15% -$6.31M
TMO icon
44
Thermo Fisher Scientific
TMO
$220B
$34.6M 0.37%
69,519
-315
-0.5% -$171K
ISRG icon
45
Intuitive Surgical
ISRG
$134B
$34.1M 0.37%
68,882
-45
-0.1% -$24.9K
INTU icon
46
Intuit
INTU
$89B
$33.9M 0.37%
55,254
-316
-0.6% -$190K
QCOM icon
47
Qualcomm
QCOM
$176B
$33.1M 0.36%
215,176
-917
-0.4% -$149K
DIS icon
48
Walt Disney
DIS
$181B
$32.9M 0.36%
332,967
-2,363
-0.7% -$254K
ADBE icon
49
Adobe
ADBE
$105B
$32.8M 0.36%
85,454
-757
-0.9% -$325K
PLTR icon
50
Palantir
PLTR
$413B
$32.3M 0.35%
382,990
+7,800
+2% +$685K
1
2
3 4 5

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IA
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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
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NMO
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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.