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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
+14.5%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$10.5B
AUM Growth
+$1.28B
Cap. Flow
+$274M
Cap. Flow %
2.61%
Top 10 Hldgs %
35.33%
Holding
655
New
1
Increased
433
Reduced
167
Closed
38

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$22M
2
AAPL icon
Apple
AAPL
+$21.3M
3
NVDA icon
NVIDIA
NVDA
+$20.3M
4
AMZN icon
Amazon
AMZN
+$17.2M
5
META icon
Meta Platforms (Facebook)
META
+$11.2M

Top Sells

Rank Stock Value
1
DFS
Discover Financial Services
DFS
+$8.33M
2
ANSS
Ansys
ANSS
+$5.02M
3
PLD icon
Prologis
PLD
+$3.46M
4
AIZ icon
Assurant
AIZ
+$2.66M
5
HST icon
Host Hotels & Resorts
HST
+$2.53M

Sector Composition

Rank Sector Weight
1 Technology 33.89%
2 Financials 13.13%
3 Consumer Discretionary 10.55%
4 Communication Services 10.09%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NNN icon
526
NNN REIT
NNN
$8.99B
$1.31M 0.01%
30,302
-7,447
-20% -$309K
SCCO icon
527
Southern Copper
SCCO
$166B
$1.29M 0.01%
13,204
– –
ACI icon
528
Albertsons Companies
ACI
$5.83B
$1.28M 0.01%
59,730
+9,912
+20% +$216K
BRX icon
529
Brixmor Property Group
BRX
$9.32B
$1.28M 0.01%
49,328
-11,307
-19% -$287K
ADC icon
530
Agree Realty
ADC
$9.41B
$1.28M 0.01%
17,540
-3,029
-15% -$228K
BF.B icon
531
Brown-Forman Class B
BF.B
$13.1B
$1.2M 0.01%
44,607
-9,014
-17% -$289K
H icon
532
Hyatt Hotels
H
$16.7B
$1.17M 0.01%
8,381
-636
-7% -$79.3K
UAL icon
533
United Airlines
UAL
$42.1B
$1.13M 0.01%
14,130
-2,355
-14% -$174K
STAG icon
534
STAG Industrial
STAG
$7.19B
$1.1M 0.01%
30,245
-6,372
-17% -$220K
VNO icon
535
Vornado Realty Trust
VNO
$7.38B
$1.09M 0.01%
28,576
-6,888
-19% -$258K
CPB icon
536
Campbell Soup
CPB
$6.87B
$1.05M 0.01%
34,256
– –
EPRT icon
537
Essential Properties Realty Trust
EPRT
$6.62B
$1.02M 0.01%
31,867
-3,372
-10% -$108K
FR icon
538
First Industrial Realty Trust
FR
$8.44B
$998K 0.01%
20,737
-5,987
-22% -$292K
AHR icon
539
American Healthcare REIT
AHR
$10.9B
$938K 0.01%
25,533
-5,007
-16% -$166K
RHP icon
540
Ryman Hospitality Properties
RHP
$7.63B
$933K 0.01%
9,456
-2,325
-20% -$217K
CTRE icon
541
CareTrust REIT
CTRE
$9.74B
$928K 0.01%
30,326
-7,432
-20% -$214K
TRNO icon
542
Terreno Realty
TRNO
$7.49B
$920K 0.01%
16,403
-3,394
-17% -$194K
UHAL.B icon
543
U-Haul Holding Co Series N
UHAL.B
$12.8B
$875K 0.01%
16,102
– –
HR icon
544
Healthcare Realty
HR
$6.84B
$843K 0.01%
53,168
-18,296
-26% -$278K
CUZ icon
545
Cousins Properties
CUZ
$4.88B
$815K 0.01%
27,124
-6,612
-20% -$187K
KRG icon
546
Kite Realty
KRG
$5.36B
$802K 0.01%
35,422
-8,192
-19% -$180K
RAL
547
Ralliant Corp
RAL
$7.46B
$775K 0.01%
+15,985
New +$787K
YUMC icon
548
Yum China
YUMC
$16.3B
$775K 0.01%
17,333
– –
PNW icon
549
Pinnacle West Capital
PNW
$12.2B
$770K 0.01%
8,608
+523
+6% +$47.8K
TXT icon
550
Textron
TXT
$15.4B
$770K 0.01%
9,587
-7,707
-45% -$558K
20 21
22
23 24

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IA
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AT
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UM
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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 Q2 2025 Portfolio in Review

As of Q2 2025, IFM Investors held 655 positions worth $10.5B, up 14% from $9.23B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors's Q2 2025 filing shows 1 new, 433 increased, 167 reduced and 38 closed positions. Its largest new stake was Ralliant Corp: 15,985 shares worth $775K. The largest sale was Discover Financial Services, an estimated $8.33M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

  • IFM Investors's largest Q2 2025 buy was Ralliant Corp: 15,985 shares worth $775K.
  • IFM Investors added most to Microsoft in Q2 2025, an estimated $22M increase.
  • IFM Investors's biggest Q2 2025 reduction was Prologis, cutting an estimated $3.46M.
  • IFM Investors fully exited Discover Financial Services in Q2 2025, selling an estimated $8.33M.
  • IFM Investors's ten largest holdings make up 35% of its $10.5B portfolio in Q2 2025.
  • IFM Investors opened 1 new position and closed 38 in Q2 2025.
  • IFM Investors's portfolio value rose 14% quarter-over-quarter to $10.5B.

Based on IFM Investors's 13F filing for Q2 2025, filed 11 Jul 2025.