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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
CHRW icon
501
C.H. Robinson
CHRW
$17.5B
$2.05M 0.02%
20,015
+950
+5% +$96K
NBIX icon
502
Neurocrine Biosciences
NBIX
$16.6B
$2.03M 0.02%
18,382
-608
-3% -$77K
ERIE icon
503
Erie Indemnity
ERIE
$13.2B
$2.03M 0.02%
4,842
-169
-3% -$69K
SWKS icon
504
Skyworks Solutions
SWKS
$10.6B
$2.01M 0.02%
31,143
-299
-1% -$22.8K
KMX icon
505
CarMax
KMX
$8.26B
$2.01M 0.02%
25,810
– –
CG icon
506
Carlyle Group
CG
$17.2B
$2M 0.02%
45,945
– –
INCY icon
507
Incyte
INCY
$24.4B
$2M 0.02%
33,006
+1,169
+4% +$81.5K
UHS icon
508
Universal Health Services
UHS
$10.5B
$1.99M 0.02%
10,582
– –
NDSN icon
509
Nordson
NDSN
$17.3B
$1.98M 0.02%
9,818
– –
TAP icon
510
Molson Coors Class B
TAP
$8.09B
$1.97M 0.02%
32,379
– –
SOLV icon
511
Solventum
SOLV
$14.1B
$1.94M 0.02%
25,456
– –
CUBE icon
512
CubeSmart
CUBE
$9.41B
$1.93M 0.02%
45,277
-6,622
-13% -$277K
EPAM icon
513
EPAM Systems
EPAM
$5.03B
$1.91M 0.02%
11,326
+76
+0.7% +$16.8K
AVTR icon
514
Avantor
AVTR
$9.19B
$1.91M 0.02%
117,827
– –
IOT icon
515
Samsara
IOT
$23.8B
$1.9M 0.02%
49,509
+15,958
+48% +$743K
JBHT icon
516
JB Hunt Transport Services
JBHT
$25.2B
$1.85M 0.02%
12,478
+218
+2% +$35.9K
BF.B icon
517
Brown-Forman Class B
BF.B
$13.1B
$1.82M 0.02%
53,621
+7,502
+16% +$253K
CCK icon
518
Crown Holdings
CCK
$13.1B
$1.81M 0.02%
20,239
– –
SNAP icon
519
Snap
SNAP
$9.01B
$1.77M 0.02%
203,431
+14,032
+7% +$146K
EGP icon
520
EastGroup Properties
EGP
$10.9B
$1.75M 0.02%
9,941
-1,453
-13% -$253K
ALLY icon
521
Ally Financial
ALLY
$13.3B
$1.75M 0.02%
48,008
– –
REXR icon
522
Rexford Industrial Realty
REXR
$8.19B
$1.74M 0.02%
44,552
-6,516
-13% -$261K
FOX icon
523
Fox Class B
FOX
$23.9B
$1.74M 0.02%
33,081
+1,613
+5% +$80.1K
MRNA icon
524
Moderna
MRNA
$23.6B
$1.7M 0.02%
59,798
-1,075
-2% -$38.1K
HEI.A icon
525
HEICO Corp Class A
HEI.A
$37.2B
$1.68M 0.02%
7,979
+683
+9% +$132K
19 20
21
22 23

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IA
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AT
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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
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GF
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Verition Fund Management
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NMO
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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.