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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
BEN icon
626
Franklin Resources
BEN
$17.2B
– –
-57,523
Closed -$1.11M
BIO icon
627
Bio-Rad Laboratories Class A
BIO
$9.42B
– –
-3,219
Closed -$784K
CPK icon
628
Chesapeake Utilities
CPK
$3.21B
– –
-1,620
Closed -$208K
CSR
629
Centerspace
CSR
$952M
– –
-3,325
Closed -$215K
CWT icon
630
California Water Service
CWT
$3.12B
– –
-4,268
Closed -$207K
DEA
631
Easterly Government Properties
DEA
$1.18B
– –
-7,992
Closed -$212K
DFS
632
DELISTED
Discover Financial Services
DFS
– –
-48,805
Closed -$8.33M
EMN icon
633
Eastman Chemical
EMN
$8.42B
– –
-16,147
Closed -$1.42M
EPAM icon
634
EPAM Systems
EPAM
$5.03B
– –
-11,326
Closed -$1.91M
EXAS
635
DELISTED
Exact Sciences
EXAS
– –
-31,406
Closed -$1.36M
FBIN icon
636
Fortune Brands Innovations
FBIN
$6.06B
– –
-22,987
Closed -$1.4M
INN
637
Summit Hotel Properties
INN
$700M
– –
-21,073
Closed -$114K
IPG
638
DELISTED
Interpublic Group of Companies
IPG
– –
-82,339
Closed -$2.24M
KMX icon
639
CarMax
KMX
$8.26B
– –
-25,810
Closed -$2.01M
LUV icon
640
Southwest Airlines
LUV
$23B
– –
-19,765
Closed -$664K
MANH icon
641
Manhattan Associates
MANH
$11.4B
– –
-11,850
Closed -$2.05M
MGM icon
642
MGM Resorts International
MGM
$11.2B
– –
-46,470
Closed -$1.38M
MRNA icon
643
Moderna
MRNA
$23.6B
– –
-59,798
Closed -$1.7M
OVV icon
644
Ovintiv
OVV
$16.4B
– –
-35,185
Closed -$1.51M
ROKU icon
645
Roku
ROKU
$22.7B
– –
-21,323
Closed -$1.5M
SAFE
646
Safehold
SAFE
$1.15B
– –
-10,404
Closed -$195K
SEIC icon
647
SEI Investments
SEIC
$12.6B
– –
-16,391
Closed -$1.27M
SWK icon
648
Stanley Black & Decker
SWK
$15.7B
– –
-27,177
Closed -$2.09M
SWKS icon
649
Skyworks Solutions
SWKS
$10.6B
– –
-31,143
Closed -$2.01M
TECH icon
650
Bio-Techne
TECH
$11.3B
– –
-36,281
Closed -$2.13M
23 24 25
26
27

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 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.