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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
UNH icon
26
UnitedHealth
UNH
$367B
$56.1M 0.53%
179,913
+4,636
+3% +$1.77M
KO icon
27
Coca-Cola
KO
$374B
$55.3M 0.53%
780,999
+18,158
+2% +$1.29M
CSCO icon
28
Cisco
CSCO
$476B
$54.7M 0.52%
788,808
+28,204
+4% +$1.73M
IBM icon
29
IBM
IBM
$220B
$53M 0.51%
179,932
+6,269
+4% +$1.62M
GE icon
30
GE Aerospace
GE
$389B
$52.7M 0.5%
204,861
+8,986
+5% +$1.97M
CRM icon
31
Salesforce
CRM
$153B
$52M 0.5%
190,797
+7,935
+4% +$2.12M
WFC icon
32
Wells Fargo
WFC
$265B
$49.3M 0.47%
615,862
-2,836
-0.5% -$204K
ABT icon
33
Abbott
ABT
$187B
$46.1M 0.44%
338,749
+12,889
+4% +$1.7M
AMD icon
34
Advanced Micro Devices
AMD
$798B
$45.4M 0.43%
319,893
+14,739
+5% +$1.6M
INTU icon
35
Intuit
INTU
$88.1B
$45.2M 0.43%
57,439
+2,185
+4% +$1.48M
CVX icon
36
Chevron
CVX
$371B
$44.3M 0.42%
309,496
-1,635
-0.5% -$230K
DIS icon
37
Walt Disney
DIS
$182B
$43.3M 0.41%
348,978
+16,011
+5% +$1.66M
NOW icon
38
ServiceNow
NOW
$121B
$43.2M 0.41%
210,045
+8,950
+4% +$1.69M
GS icon
39
Goldman Sachs
GS
$301B
$42.7M 0.41%
60,315
+1,297
+2% +$752K
T icon
40
AT&T
T
$162B
$41.5M 0.4%
1,434,428
+62,061
+5% +$1.71M
PM icon
41
Philip Morris
PM
$293B
$40.6M 0.39%
223,007
-5,680
-2% -$975K
MRK icon
42
Merck
MRK
$317B
$39.9M 0.38%
504,465
+19,380
+4% +$1.54M
ISRG icon
43
Intuitive Surgical
ISRG
$132B
$39.5M 0.38%
72,714
+3,832
+6% +$2M
MCD icon
44
McDonald's
MCD
$196B
$39.4M 0.38%
134,915
+4,843
+4% +$1.49M
BKNG icon
45
Booking.com
BKNG
$156B
$38.9M 0.37%
168,100
-875
-0.5% -$179K
TXN icon
46
Texas Instruments
TXN
$254B
$38.1M 0.36%
183,564
+5,462
+3% +$970K
VZ icon
47
Verizon
VZ
$195B
$36.8M 0.35%
850,639
+24,333
+3% +$1.05M
CAT icon
48
Caterpillar
CAT
$395B
$36.1M 0.34%
92,878
+1,698
+2% +$566K
NEE icon
49
NextEra Energy
NEE
$176B
$36M 0.34%
518,268
+17,331
+3% +$1.2M
QCOM icon
50
Qualcomm
QCOM
$168B
$35.5M 0.34%
223,034
+7,858
+4% +$1.16M
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
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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Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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.