We are live on ! Find out more
II

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
VNO icon
551
Vornado Realty Trust
VNO
$7.38B
$1.31M 0.01%
35,464
-5,186
-13% -$209K
SEIC icon
552
SEI Investments
SEIC
$12.6B
$1.27M 0.01%
16,391
– –
TRNO icon
553
Terreno Realty
TRNO
$7.49B
$1.25M 0.01%
19,797
-2,195
-10% -$142K
CRBG icon
554
Corebridge Financial
CRBG
$15B
$1.25M 0.01%
39,624
– –
TXT icon
555
Textron
TXT
$15.4B
$1.25M 0.01%
17,294
– –
COLD icon
556
Americold
COLD
$4.27B
$1.23M 0.01%
57,500
-8,410
-13% -$183K
LDOS icon
557
Leidos
LDOS
$17.3B
$1.23M 0.01%
9,143
– –
HR icon
558
Healthcare Realty
HR
$6.84B
$1.21M 0.01%
71,464
-10,452
-13% -$174K
SCCO icon
559
Southern Copper
SCCO
$166B
$1.18M 0.01%
13,204
-1,096
-8% -$98.4K
EPRT icon
560
Essential Properties Realty Trust
EPRT
$6.62B
$1.15M 0.01%
35,239
-5,153
-13% -$164K
UAL icon
561
United Airlines
UAL
$42.1B
$1.14M 0.01%
+16,485
New +$1.56M
HEI icon
562
HEICO Corp
HEI
$51.4B
$1.11M 0.01%
4,163
– –
BEN icon
563
Franklin Resources
BEN
$17.2B
$1.11M 0.01%
57,523
– –
H icon
564
Hyatt Hotels
H
$16.7B
$1.1M 0.01%
9,017
-1,104
-11% -$159K
NU icon
565
Nu Holdings
NU
$66.9B
$1.1M 0.01%
107,268
+34,017
+46% +$402K
ACI icon
566
Albertsons Companies
ACI
$5.83B
$1.1M 0.01%
49,818
-3,320
-6% -$68.5K
FUTU icon
567
Futu Holdings
FUTU
$15.3B
$1.09M 0.01%
10,695
– –
CTRE icon
568
CareTrust REIT
CTRE
$9.74B
$1.08M 0.01%
37,758
-4,992
-12% -$134K
RHP icon
569
Ryman Hospitality Properties
RHP
$7.63B
$1.08M 0.01%
11,781
-1,722
-13% -$173K
CUZ icon
570
Cousins Properties
CUZ
$4.88B
$995K 0.01%
33,736
-3,803
-10% -$114K
KRG icon
571
Kite Realty
KRG
$5.36B
$976K 0.01%
43,614
-6,379
-13% -$146K
DAL icon
572
Delta Air Lines
DAL
$60.1B
$965K 0.01%
22,130
-1,845
-8% -$109K
IRT icon
573
Independence Realty Trust
IRT
$4.07B
$964K 0.01%
45,391
-6,639
-13% -$134K
UHAL.B icon
574
U-Haul Holding Co Series N
UHAL.B
$12.8B
$953K 0.01%
16,102
– –
AHR icon
575
American Healthcare REIT
AHR
$10.9B
$925K 0.01%
30,540
-4,465
-13% -$129K
21 22
23
24 25

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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 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

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.