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
+9.76%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$11.4B
AUM Growth
+$870M
Cap. Flow
+$116M
Cap. Flow %
1.02%
Top 10 Hldgs %
37.34%
Holding
628
New
11
Increased
275
Reduced
209
Closed
9

Top Buys

Rank Stock Value
1
INDA icon
iShares MSCI India ETF
INDA
+$95.2M
2
CVX icon
Chevron
CVX
+$8.78M
3
PDD icon
Pinduoduo
PDD
+$5.24M
4
SOFI icon
SoFi Technologies
SOFI
+$4.98M
5
TPR icon
Tapestry
TPR
+$4.41M

Top Sells

Rank Stock Value
1
HES
Hess
HES
+$8.92M
2
AAPL icon
Apple
AAPL
+$4.29M
3
LKQ icon
LKQ Corp
LKQ
+$3.3M
4
JNPR
Juniper Networks
JNPR
+$3.09M
5
META icon
Meta Platforms (Facebook)
META
+$2.75M

Sector Composition

Rank Sector Weight
1 Technology 34.63%
2 Financials 12.7%
3 Consumer Discretionary 10.68%
4 Communication Services 10.66%
5 Healthcare 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
26
Procter & Gamble
PG
$339B
$70.7M 0.62%
463,832
-3,179
-0.7% -$497K
UNH icon
27
UnitedHealth
UNH
$370B
$61.6M 0.54%
178,952
-961
-0.5% -$291K
GE icon
28
GE Aerospace
GE
$384B
$60.7M 0.53%
205,630
+769
+0.4% +$210K
CVX icon
29
Chevron
CVX
$366B
$58.6M 0.52%
366,171
+56,675
+18% +$8.78M
CSCO icon
30
Cisco
CSCO
$479B
$52.9M 0.47%
787,516
-1,292
-0.2% -$88.1K
WFC icon
31
Wells Fargo
WFC
$264B
$52M 0.46%
611,124
-4,738
-0.8% -$384K
KO icon
32
Coca-Cola
KO
$375B
$51.2M 0.45%
779,155
-1,844
-0.2% -$127K
IBM icon
33
IBM
IBM
$224B
$50.9M 0.45%
179,036
-896
-0.5% -$235K
AMD icon
34
Advanced Micro Devices
AMD
$789B
$50.8M 0.45%
318,410
-1,483
-0.5% -$239K
GS icon
35
Goldman Sachs
GS
$303B
$48M 0.42%
59,809
-506
-0.8% -$375K
ABT icon
36
Abbott
ABT
$187B
$46.5M 0.41%
348,518
+9,769
+3% +$1.28M
CRM icon
37
Salesforce
CRM
$158B
$46.2M 0.41%
189,684
-1,113
-0.6% -$281K
CAT icon
38
Caterpillar
CAT
$387B
$42.5M 0.37%
91,324
-1,554
-2% -$663K
MCD icon
39
McDonald's
MCD
$195B
$41.2M 0.36%
134,887
-28
-0% -$8.52K
WELL icon
40
Welltower
WELL
$171B
$40.7M 0.36%
232,838
+2,471
+1% +$406K
NEE icon
41
NextEra Energy
NEE
$177B
$40.1M 0.35%
528,504
+10,236
+2% +$748K
T icon
42
AT&T
T
$163B
$40M 0.35%
1,414,407
-20,021
-1% -$569K
MRK icon
43
Merck
MRK
$318B
$40M 0.35%
509,374
+4,909
+1% +$404K
NOW icon
44
ServiceNow
NOW
$129B
$40M 0.35%
213,745
+3,700
+2% +$691K
INTU icon
45
Intuit
INTU
$89B
$39.9M 0.35%
57,178
-261
-0.5% -$188K
DIS icon
46
Walt Disney
DIS
$181B
$39.7M 0.35%
350,001
+1,023
+0.3% +$120K
MS icon
47
Morgan Stanley
MS
$340B
$37.8M 0.33%
235,787
-1,648
-0.7% -$243K
C icon
48
Citigroup
C
$226B
$37.6M 0.33%
363,534
-5,307
-1% -$504K
VZ icon
49
Verizon
VZ
$196B
$37.5M 0.33%
859,892
+9,253
+1% +$401K
UBER icon
50
Uber
UBER
$153B
$37.4M 0.33%
379,549
+18,320
+5% +$1.71M
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
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 Q3 2025 Portfolio in Review

As of Q3 2025, IFM Investors held 628 positions worth $11.4B, up 8.3% from $10.5B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 3.2%. IFM Investors opened 11 new positions and exited 9, leaving the 628-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 34% a quarter earlier, followed by Financials and Consumer Discretionary.

  • IFM Investors's largest Q3 2025 buy was iShares MSCI India ETF: 1,780,559 shares worth $93M.
  • IFM Investors added most to Chevron in Q3 2025, an estimated $8.78M increase.
  • IFM Investors's biggest Q3 2025 reduction was Apple, cutting an estimated $4.29M.
  • IFM Investors fully exited Hess in Q3 2025, selling an estimated $8.92M.
  • IFM Investors's ten largest holdings make up 37% of its $11.4B portfolio in Q3 2025.
  • IFM Investors opened 11 new positions and closed 9 in Q3 2025.
  • IFM Investors's portfolio value rose 8.3% quarter-over-quarter to $11.4B.

Based on IFM Investors's 13F filing for Q3 2025, filed 15 Oct 2025.