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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
+26.1%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$15.1B
AUM Growth
+$3.12B
Cap. Flow
+$1.4B
Cap. Flow %
9.26%
Top 10 Hldgs %
34.63%
Holding
701
New
15
Increased
533
Reduced
68
Closed
60

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$153M
2
AAPL icon
Apple
AAPL
+$95.6M
3
MSFT icon
Microsoft
MSFT
+$66.3M
4
AMZN icon
Amazon
AMZN
+$65.7M
5
NVDA icon
NVIDIA
NVDA
+$57.1M

Top Sells

Rank Stock Value
1
ALLE icon
Allegion
ALLE
+$44.9M
2
AER icon
AerCap
AER
+$12.7M
3
HON icon
Honeywell
HON
+$7.53M
4
CCL icon
Carnival Corporation Ltd
CCL
+$5.54M
5
CTRA
Coterra Energy
CTRA
+$4.97M

Sector Composition

Rank Sector Weight
1 Technology 37.17%
2 Financials 11.29%
3 Communication Services 9.8%
4 Consumer Discretionary 9.35%
5 Healthcare 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COO icon
501
Cooper Companies
COO
$13.7B
$3.02M 0.02%
42,130
+2,304
+6% +$151K
PTC icon
502
PTC
PTC
$13.7B
$3.02M 0.02%
26,579
+2,962
+13% +$400K
BRO icon
503
Brown & Brown
BRO
$22.9B
$2.98M 0.02%
46,445
-2,953
-6% -$180K
ROL icon
504
Rollins
ROL
$18.6B
$2.9M 0.02%
69,510
+11,615
+20% +$594K
TOST icon
505
Toast
TOST
$16.8B
$2.86M 0.02%
102,851
+15,952
+18% +$416K
WY icon
506
Weyerhaeuser
WY
$17.3B
$2.82M 0.02%
117,905
+9,820
+9% +$239K
ECHO
507
EchoStar
ECHO
$25.5B
$2.82M 0.02%
27,770
-265
-0.9% -$32.4K
TEAM icon
508
Atlassian
TEAM
$22B
$2.81M 0.02%
36,156
+5,112
+16% +$418K
PODD icon
509
Insulet
PODD
$11.3B
$2.78M 0.02%
18,240
+1,781
+11% +$297K
TW icon
510
Tradeweb Markets
TW
$21.3B
$2.75M 0.02%
27,557
+5,251
+24% +$570K
APTV icon
511
Aptiv
APTV
$12B
$2.73M 0.02%
44,541
+4,279
+11% +$262K
TRMB icon
512
Trimble
TRMB
$12.3B
$2.72M 0.02%
53,209
+5,773
+12% +$341K
CHTR icon
513
Charter Communications
CHTR
$14.7B
$2.71M 0.02%
19,069
+882
+5% +$147K
TSN icon
514
Tyson Foods
TSN
$20.2B
$2.71M 0.02%
47,343
+3,924
+9% +$246K
HST icon
515
Host Hotels & Resorts
HST
$16.8B
$2.64M 0.02%
111,540
-1,054
-0.9% -$23.5K
SN icon
516
SharkNinja
SN
$21B
$2.61M 0.02%
+17,159
New +$2.06M
CG icon
517
Carlyle Group
CG
$16.3B
$2.61M 0.02%
61,919
+12,311
+25% +$578K
FNF icon
518
Fidelity National Financial
FNF
$13.9B
$2.6M 0.02%
55,171
+9,624
+21% +$466K
LULU icon
519
lululemon athletica
LULU
$13B
$2.49M 0.02%
21,786
+704
+3% +$94K
LYB icon
520
LyondellBasell Industries
LYB
$19.5B
$2.48M 0.02%
47,150
+7,069
+18% +$488K
DOC icon
521
Healthpeak Properties
DOC
$15.4B
$2.44M 0.02%
113,841
-144,656
-56% -$2.7M
CLX icon
522
Clorox
CLX
$11.6B
$2.43M 0.02%
25,473
+1,189
+5% +$114K
IOT icon
523
Samsara
IOT
$19.3B
$2.43M 0.02%
74,919
+5,561
+8% +$172K
OHI icon
524
Omega Healthcare
OHI
$15.4B
$2.33M 0.02%
48,922
+535
+1% +$24.8K
SCCO icon
525
Southern Copper
SCCO
$141B
$2.33M 0.02%
13,374
+786
+6% +$143K
19 20
21
22 23

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IA
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AT
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MSV
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CCM
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UM
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FCAS
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RFC
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GF
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IFM Investors's Q2 2026 Portfolio in Review

As of Q2 2026, IFM Investors held 701 positions worth $15.1B, up 26% from $12B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors deployed $1.4B of net new capital in Q2 2026, opening 15 new positions and adding to 533 existing holdings. Its largest new stake was Advanced Micro Devices: 373,215 shares worth $217M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 32% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Allegion, an estimated $44.9M trimmed.

  • IFM Investors's largest Q2 2026 buy was Advanced Micro Devices: 373,215 shares worth $217M.
  • IFM Investors added most to Apple in Q2 2026, an estimated $95.6M increase.
  • IFM Investors's biggest Q2 2026 reduction was Allegion, cutting an estimated $44.9M.
  • IFM Investors fully exited Carnival Corporation Ltd in Q2 2026, selling an estimated $5.54M.
  • IFM Investors's ten largest holdings make up 35% of its $15.1B portfolio in Q2 2026.
  • IFM Investors opened 15 new positions and closed 60 in Q2 2026.
  • IFM Investors's portfolio value rose 26% quarter-over-quarter to $15.1B.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.