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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
-2.16%
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
+$5.69M
Cap. Flow
+$572M
Cap. Flow %
4.77%
Top 10 Hldgs %
34.39%
Holding
704
New
98
Increased
446
Reduced
97
Closed
18

Top Buys

Rank Stock Value
1
ALLE icon
Allegion
ALLE
+$54M
2
NVDA icon
NVIDIA
NVDA
+$32.8M
3
BKNG icon
Booking.com
BKNG
+$31M
4
AAPL icon
Apple
AAPL
+$25.5M
5
MSFT icon
Microsoft
MSFT
+$22.3M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$69.4M
2
LIN icon
Linde
LIN
+$44.1M
3
ADBE icon
Adobe
ADBE
+$30.9M
4
CYBR
CyberArk
CYBR
+$4.49M
5
NTNX icon
Nutanix
NTNX
+$2.59M

Sector Composition

Rank Sector Weight
1 Technology 31.91%
2 Financials 11.91%
3 Communication Services 10.41%
4 Consumer Discretionary 9.8%
5 Healthcare 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
26
Bank of America
BAC
$442B
$68.3M 0.57%
1,400,285
+18,222
+1% +$940K
PLTR icon
27
Palantir
PLTR
$413B
$68.1M 0.57%
465,284
+23,954
+5% +$3.66M
CAT icon
28
Caterpillar
CAT
$387B
$67.4M 0.56%
95,156
+3,269
+4% +$2.26M
HD icon
29
Home Depot
HD
$355B
$66.5M 0.55%
202,320
+6,858
+4% +$2.5M
KO icon
30
Coca-Cola
KO
$375B
$63.8M 0.53%
839,478
+28,095
+3% +$2.12M
CSCO icon
31
Cisco
CSCO
$479B
$63.2M 0.53%
814,100
+28,982
+4% +$2.27M
MRK icon
32
Merck
MRK
$318B
$62.9M 0.52%
522,579
+12,750
+3% +$1.47M
GE icon
33
GE Aerospace
GE
$384B
$62.5M 0.52%
220,178
+10,785
+5% +$3.39M
AMAT icon
34
Applied Materials
AMAT
$428B
$56.8M 0.47%
166,069
+5,409
+3% +$1.82M
LRCX icon
35
Lam Research
LRCX
$390B
$56.1M 0.47%
262,773
+7,994
+3% +$1.79M
GS icon
36
Goldman Sachs
GS
$303B
$52.1M 0.43%
61,546
+2,883
+5% +$2.57M
ORCL icon
37
Oracle
ORCL
$423B
$52.1M 0.43%
353,822
+17,720
+5% +$2.88M
UNH icon
38
UnitedHealth
UNH
$370B
$49.9M 0.42%
184,497
+6,132
+3% +$1.83M
WELL icon
39
Welltower
WELL
$171B
$49.9M 0.42%
252,190
+10,223
+4% +$2.02M
WFC icon
40
Wells Fargo
WFC
$264B
$49.3M 0.41%
619,063
+13,167
+2% +$1.13M
NEE icon
41
NextEra Energy
NEE
$177B
$48.7M 0.41%
524,530
-6,552
-1% -$583K
GEV icon
42
GE Vernova
GEV
$264B
$47.9M 0.4%
54,931
+1,786
+3% +$1.39M
VZ icon
43
Verizon
VZ
$196B
$47.6M 0.4%
949,066
+34,808
+4% +$1.61M
LIN icon
44
CALL
Linde
LIN
$226B
$47M 0.39%
+94,884
New +$44.8M
IBM icon
45
IBM
IBM
$224B
$45.5M 0.38%
187,758
+7,291
+4% +$1.97M
PLD icon
46
Prologis
PLD
$133B
$44.7M 0.37%
338,352
+9,452
+3% +$1.26M
MCD icon
47
McDonald's
MCD
$195B
$43.6M 0.36%
140,277
+4,259
+3% +$1.36M
T icon
48
AT&T
T
$163B
$43.1M 0.36%
1,488,172
+74,684
+5% +$2M
PEP icon
49
PepsiCo
PEP
$190B
$42.4M 0.35%
273,135
+12,472
+5% +$1.94M
C icon
50
Citigroup
C
$226B
$41.2M 0.34%
363,013
+1,399
+0.4% +$159K
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 Q1 2026 Portfolio in Review

As of Q1 2026, IFM Investors held 704 positions worth $12B, up 0.05% from $12B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

IFM Investors deployed $572M of net new capital in Q1 2026, opening 98 new positions and adding to 446 existing holdings. Its largest new stake was Booking.com: 168,550 shares worth $28.4M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 35% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was American Homes 4 Rent, an estimated $2.54M trimmed.

  • IFM Investors's largest Q1 2026 buy was Booking.com: 168,550 shares worth $28.4M.
  • IFM Investors added most to Allegion in Q1 2026, an estimated $54M increase.
  • IFM Investors's biggest Q1 2026 reduction was American Homes 4 Rent, cutting an estimated $2.54M.
  • IFM Investors fully exited Advanced Micro Devices in Q1 2026, selling an estimated $69.4M.
  • IFM Investors's ten largest holdings make up 34% of its $12B portfolio in Q1 2026.
  • IFM Investors opened 98 new positions and closed 18 in Q1 2026.
  • IFM Investors's portfolio value rose 0.05% quarter-over-quarter to $12B.

Based on IFM Investors's 13F filing for Q1 2026, filed 24 Apr 2026.