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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
YUMC icon
576
Yum China
YUMC
$16.3B
$902K 0.01%
17,333
– –
PECO icon
577
Phillips Edison & Co
PECO
$5.24B
$900K 0.01%
24,662
-3,606
-13% -$130K
MAC icon
578
Macerich
MAC
$6.92B
$859K 0.01%
50,011
-4,771
-9% -$91.3K
SLG icon
579
SL Green Realty
SLG
$3.99B
$831K 0.01%
14,394
-1,916
-12% -$121K
SBRA icon
580
Sabra Healthcare REIT
SBRA
$5.37B
$830K 0.01%
47,503
-6,947
-13% -$117K
EPR icon
581
EPR Properties
EPR
$4.77B
$795K 0.01%
15,119
-2,296
-13% -$113K
BIO icon
582
Bio-Rad Laboratories Class A
BIO
$9.42B
$784K 0.01%
3,219
– –
KRC icon
583
Kilroy Realty
KRC
$4.42B
$775K 0.01%
23,650
-3,458
-13% -$124K
PNW icon
584
Pinnacle West Capital
PNW
$12.2B
$770K 0.01%
8,085
-7,011
-46% -$626K
SKT icon
585
Tanger
SKT
$4.52B
$732K 0.01%
21,666
-2,999
-12% -$101K
LINE
586
Lineage Inc
LINE
$9.65B
$731K 0.01%
12,470
-1,912
-13% -$111K
BVN icon
587
Compañía de Minas Buenaventura
BVN
$8.67B
$729K 0.01%
46,612
-7,686
-14% -$103K
MPT
588
Medical Properties Trust
MPT
$2.81B
$724K 0.01%
120,096
-17,864
-13% -$90.3K
LUV icon
589
Southwest Airlines
LUV
$23B
$664K 0.01%
19,765
+4,120
+26% +$130K
OGE icon
590
OGE Energy
OGE
$9.71B
$654K 0.01%
14,235
-12,344
-46% -$537K
NHI icon
591
National Health Investors
NHI
$3.65B
$648K 0.01%
8,775
-881
-9% -$62.1K
BNL icon
592
Broadstone Net Lease
BNL
$4.02B
$646K 0.01%
37,887
-5,754
-13% -$93.3K
HIW icon
593
Highwoods Properties
HIW
$3.47B
$626K 0.01%
21,105
-3,236
-13% -$94.4K
CDP icon
594
COPT Defense Properties
CDP
$4.21B
$617K 0.01%
22,613
-3,468
-13% -$97.8K
APLE icon
595
Apple Hospitality REIT
APLE
$3.82B
$591K 0.01%
45,787
-6,954
-13% -$102K
BEKE icon
596
KE Holdings
BEKE
$18.8B
$565K 0.01%
28,139
– –
NSA
597
DELISTED
National Storage Affiliates Trust
NSA
$557K 0.01%
14,142
-2,071
-13% -$78K
FCPT icon
598
Four Corners Property Trust
FCPT
$2.75B
$556K 0.01%
19,373
-2,839
-13% -$79.3K
DEI icon
599
Douglas Emmett
DEI
$1.96B
$519K 0.01%
32,431
-4,824
-13% -$81.8K
LXP icon
600
LXP Industrial Trust
LXP
$3.57B
$505K 0.01%
11,674
-1,736
-13% -$74.4K
22 23
24
25 26

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.