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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
+3.8%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$12B
AUM Growth
+$614M
Cap. Flow
+$297M
Cap. Flow %
2.48%
Top 10 Hldgs %
37.32%
Holding
667
New
48
Increased
343
Reduced
161
Closed
61

Top Buys

Rank Stock Value
1
LIN icon
Linde
LIN
+$40.1M
2
ACN icon
Accenture
ACN
+$32M
3
MDT icon
Medtronic
MDT
+$27.6M
4
CB icon
Chubb
CB
+$22.1M
5
SPOT icon
Spotify
SPOT
+$19.4M

Top Sells

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$37.1M
2
MELI icon
Mercado Libre
MELI
+$22.2M
3
AZO icon
AutoZone
AZO
+$13.9M
4
GWW icon
W.W. Grainger
GWW
+$8.2M
5
MPWR icon
Monolithic Power Systems
MPWR
+$8.14M

Sector Composition

Rank Sector Weight
1 Technology 34.52%
2 Financials 12.65%
3 Communication Services 10.94%
4 Consumer Discretionary 9.81%
5 Healthcare 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
26
Procter & Gamble
PG
$339B
$67.2M 0.56%
468,790
+4,958
+1% +$731K
ORCL icon
27
Oracle
ORCL
$423B
$65.5M 0.55%
336,102
+7,880
+2% +$1.88M
GE icon
28
GE Aerospace
GE
$384B
$64.5M 0.54%
209,393
+3,763
+2% +$1.13M
MU icon
29
Micron Technology
MU
$991B
$63.9M 0.53%
223,760
+2,650
+1% +$608K
CSCO icon
30
Cisco
CSCO
$479B
$60.5M 0.5%
785,118
-2,398
-0.3% -$178K
UNH icon
31
UnitedHealth
UNH
$370B
$58.9M 0.49%
178,365
-587
-0.3% -$199K
KO icon
32
Coca-Cola
KO
$375B
$56.7M 0.47%
811,383
+32,228
+4% +$2.25M
WFC icon
33
Wells Fargo
WFC
$264B
$56.5M 0.47%
605,896
-5,228
-0.9% -$454K
CVX icon
34
Chevron
CVX
$366B
$54.8M 0.46%
359,343
-6,828
-2% -$1.04M
MRK icon
35
Merck
MRK
$318B
$53.7M 0.45%
509,829
+455
+0.1% +$42.7K
IBM icon
36
IBM
IBM
$224B
$53.5M 0.45%
180,467
+1,431
+0.8% +$429K
CAT icon
37
Caterpillar
CAT
$387B
$52.6M 0.44%
91,887
+563
+0.6% +$313K
GS icon
38
Goldman Sachs
GS
$303B
$51.6M 0.43%
58,663
-1,146
-2% -$935K
CRM icon
39
Salesforce
CRM
$158B
$50.4M 0.42%
190,285
+601
+0.3% +$149K
ABT icon
40
Abbott
ABT
$187B
$45.5M 0.38%
363,380
+14,862
+4% +$1.89M
WELL icon
41
Welltower
WELL
$171B
$44.9M 0.37%
241,967
+9,129
+4% +$1.71M
LRCX icon
42
Lam Research
LRCX
$390B
$43.6M 0.36%
254,779
+188
+0.1% +$29.2K
NEE icon
43
NextEra Energy
NEE
$177B
$42.6M 0.36%
531,082
+2,578
+0.5% +$214K
C icon
44
Citigroup
C
$226B
$42.2M 0.35%
361,614
-1,920
-0.5% -$199K
TMO icon
45
Thermo Fisher Scientific
TMO
$220B
$42M 0.35%
72,554
+505
+0.7% +$286K
ISRG icon
46
Intuitive Surgical
ISRG
$134B
$42M 0.35%
74,153
+1,700
+2% +$905K
PLD icon
47
Prologis
PLD
$133B
$42M 0.35%
328,900
+4,361
+1% +$544K
MCD icon
48
McDonald's
MCD
$195B
$41.6M 0.35%
136,018
+1,131
+0.8% +$346K
MS icon
49
Morgan Stanley
MS
$340B
$41.5M 0.35%
233,605
-2,182
-0.9% -$364K
AMAT icon
50
Applied Materials
AMAT
$428B
$41.3M 0.34%
160,660
+1,219
+0.8% +$292K
1
2
3 4 5

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IA
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AT
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UM
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FCAS
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RFC
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IFM Investors's Q4 2025 Portfolio in Review

As of Q4 2025, IFM Investors held 667 positions worth $12B, up 5.4% from $11.4B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

IFM Investors's Q4 2025 filing shows 48 new, 343 increased, 161 reduced and 61 closed positions. Its largest new stake was Linde: 93,538 shares worth $39.9M. The largest sale was Booking.com, an estimated $37.1M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, down from 35% a quarter earlier, followed by Financials and Communication Services.

  • IFM Investors's largest Q4 2025 buy was Linde: 93,538 shares worth $39.9M.
  • IFM Investors added most to Microsoft in Q4 2025, an estimated $10M increase.
  • IFM Investors's biggest Q4 2025 reduction was Emerson Electric, cutting an estimated $7.06M.
  • IFM Investors fully exited Booking.com in Q4 2025, selling an estimated $37.1M.
  • IFM Investors's ten largest holdings make up 37% of its $12B portfolio in Q4 2025.
  • IFM Investors opened 48 new positions and closed 61 in Q4 2025.
  • IFM Investors's portfolio value rose 5.4% quarter-over-quarter to $12B.

Based on IFM Investors's 13F filing for Q4 2025, filed 12 Feb 2026.