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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
FRT icon
526
Federal Realty Investment Trust
FRT
$10.3B
$1.67M 0.02%
17,084
-2,498
-13% -$260K
NNN icon
527
NNN REIT
NNN
$8.99B
$1.61M 0.02%
37,749
-5,521
-13% -$225K
BRX icon
528
Brixmor Property Group
BRX
$9.32B
$1.61M 0.02%
60,635
-8,868
-13% -$236K
ADC icon
529
Agree Realty
ADC
$9.41B
$1.59M 0.02%
20,569
-4,218
-17% -$309K
GRAB icon
530
Grab
GRAB
$14.9B
$1.57M 0.02%
347,511
-3,164
-0.9% -$14.8K
DAY
531
DELISTED
Dayforce
DAY
$1.56M 0.02%
26,749
– –
ALB icon
532
Albemarle
ALB
$15.5B
$1.56M 0.02%
21,648
-851
-4% -$69.3K
RIVN icon
533
Rivian
RIVN
$23.2B
$1.55M 0.02%
124,289
– –
AOS icon
534
A.O. Smith
AOS
$8.7B
$1.51M 0.02%
23,053
– –
OVV icon
535
Ovintiv
OVV
$16.4B
$1.51M 0.02%
35,185
-2,277
-6% -$97.2K
ROKU icon
536
Roku
ROKU
$22.7B
$1.5M 0.02%
21,323
-1,381
-6% -$111K
BAH icon
537
Booz Allen Hamilton
BAH
$9.15B
$1.45M 0.02%
13,861
-688
-5% -$82.9K
FR icon
538
First Industrial Realty Trust
FR
$8.44B
$1.44M 0.02%
26,724
-3,907
-13% -$211K
AFG icon
539
American Financial Group
AFG
$12.1B
$1.44M 0.02%
10,975
– –
WYNN icon
540
Wynn Resorts
WYNN
$10.6B
$1.43M 0.02%
17,105
– –
EMN icon
541
Eastman Chemical
EMN
$8.42B
$1.42M 0.02%
16,147
– –
FBIN icon
542
Fortune Brands Innovations
FBIN
$6.06B
$1.4M 0.02%
22,987
-2,529
-10% -$170K
BSY icon
543
Bentley Systems
BSY
$10.6B
$1.38M 0.02%
35,172
– –
MGM icon
544
MGM Resorts International
MGM
$11.2B
$1.38M 0.01%
46,470
– –
CPB icon
545
Campbell Soup
CPB
$6.87B
$1.37M 0.01%
34,256
– –
EXAS
546
DELISTED
Exact Sciences
EXAS
$1.36M 0.01%
31,406
-1,613
-5% -$81.7K
HRL icon
547
Hormel Foods
HRL
$13.8B
$1.35M 0.01%
43,789
-10,425
-19% -$310K
WBA
548
DELISTED
Walgreens Boots Alliance
WBA
$1.35M 0.01%
120,634
-6,003
-5% -$65.2K
STAG icon
549
STAG Industrial
STAG
$7.19B
$1.32M 0.01%
36,617
-5,355
-13% -$187K
RDDT icon
550
Reddit
RDDT
$31.1B
$1.32M 0.01%
+12,558
New +$2.08M
20 21
22
23 24

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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
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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.