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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
J icon
476
Jacobs Solutions
J
$17.2B
$2.42M 0.03%
20,207
-25
-0.1% -$3.22K
ACM icon
477
Aecom
ACM
$9.42B
$2.42M 0.03%
26,049
-4,286
-14% -$435K
LVS icon
478
Las Vegas Sands
LVS
$29.4B
$2.41M 0.03%
62,448
+3,588
+6% +$158K
WDC icon
479
Western Digital
WDC
$151B
$2.41M 0.03%
59,619
-19,257
-24% -$913K
ENTG icon
480
Entegris
ENTG
$22B
$2.4M 0.03%
27,450
– –
NWSA icon
481
News Corp Class A
NWSA
$15.4B
$2.37M 0.03%
86,985
+4,499
+5% +$126K
DT icon
482
Dynatrace
DT
$14.6B
$2.37M 0.03%
50,211
+621
+1% +$34K
POOL icon
483
Pool Corp
POOL
$7.27B
$2.36M 0.03%
7,418
– –
AKAM icon
484
Akamai
AKAM
$16.9B
$2.32M 0.03%
28,761
-997
-3% -$89.5K
ILMN icon
485
Illumina
ILMN
$29B
$2.31M 0.03%
29,063
– –
KEY icon
486
KeyCorp
KEY
$24.3B
$2.3M 0.02%
143,840
– –
IPG
487
DELISTED
Interpublic Group of Companies
IPG
$2.24M 0.02%
82,339
– –
Z icon
488
Zillow
Z
$7.59B
$2.22M 0.02%
32,386
– –
VTRS icon
489
Viatris
VTRS
$18.7B
$2.22M 0.02%
254,611
-7,873
-3% -$82.7K
ALGN icon
490
Align Technology
ALGN
$12.5B
$2.18M 0.02%
13,730
+191
+1% +$37.5K
DKS icon
491
Dick's Sporting Goods
DKS
$19.2B
$2.18M 0.02%
10,814
– –
TOST icon
492
Toast
TOST
$20.6B
$2.15M 0.02%
64,853
+948
+1% +$35.5K
DVA icon
493
DaVita
DVA
$11.7B
$2.13M 0.02%
13,932
– –
TECH icon
494
Bio-Techne
TECH
$11.2B
$2.13M 0.02%
36,281
-1,180
-3% -$80K
JKHY icon
495
Jack Henry & Associates
JKHY
$11B
$2.12M 0.02%
11,635
– –
CF icon
496
CF Industries
CF
$18.4B
$2.12M 0.02%
27,098
-682
-2% -$57.2K
SWK icon
497
Stanley Black & Decker
SWK
$15.5B
$2.09M 0.02%
27,177
– –
OHI icon
498
Omega Healthcare
OHI
$14.4B
$2.07M 0.02%
54,454
-8,109
-13% -$302K
PAYC icon
499
Paycom
PAYC
$9.62B
$2.07M 0.02%
9,486
– –
MANH icon
500
Manhattan Associates
MANH
$11.4B
$2.05M 0.02%
11,850
-48
-0.4% -$10K
18 19
20
21 22

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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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.