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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
BDN
651
Brandywine Realty Trust
BDN
$530M
$152K ﹤0.01%
34,029
-4,906
-13% -$24.3K
HE icon
652
Hawaiian Electric Industries
HE
$2.05B
$136K ﹤0.01%
12,449
-9,415
-43% -$95.1K
AHRT
653
AH Realty Trust
AHRT
$509M
$119K ﹤0.01%
15,832
-2,319
-13% -$21.1K
INN
654
Summit Hotel Properties
INN
$664M
$114K ﹤0.01%
21,073
-3,037
-13% -$19.3K
AAT
655
American Assets Trust
AAT
$1.38B
– –
-11,115
Closed -$292K
AES icon
656
AES
AES
$10.5B
– –
-121,196
Closed -$1.56M
APA icon
657
APA Corp
APA
$14B
– –
-64,105
Closed -$1.48M
CCOI icon
658
Cogent Communications
CCOI
$503M
– –
-5,060
Closed -$390K
CE icon
659
Celanese
CE
$4.8B
– –
-19,104
Closed -$1.32M
CRL icon
660
Charles River Laboratories
CRL
$12.9B
– –
-8,630
Closed -$1.59M
DINO icon
661
HF Sinclair
DINO
$14.9B
– –
-19,182
Closed -$672K
ENPH icon
662
Enphase Energy
ENPH
$5.41B
– –
-27,535
Closed -$1.89M
HII icon
663
Huntington Ingalls Industries
HII
$13B
– –
-4,463
Closed -$843K
HSIC icon
664
Henry Schein
HSIC
$9.81B
– –
-22,349
Closed -$1.55M
IRDM icon
665
Iridium Communications
IRDM
$5.25B
– –
-12,922
Closed -$375K
KNX icon
666
Knight Transportation
KNX
$11.3B
– –
-25,320
Closed -$1.34M
LW icon
667
Lamb Weston
LW
$7.15B
– –
-31,973
Closed -$2.14M
MKTX icon
668
MarketAxess Holdings
MKTX
$5.72B
– –
-6,368
Closed -$1.44M
MOS icon
669
The Mosaic Company
MOS
$7.18B
– –
-46,019
Closed -$1.13M
MTCH icon
670
Match Group
MTCH
$8.49B
– –
-44,333
Closed -$1.45M
NXRT
671
NexPoint Residential Trust
NXRT
$648M
– –
-5,265
Closed -$220K
QRVO icon
672
Qorvo
QRVO
$8.62B
– –
-17,037
Closed -$1.19M
SITC icon
673
SITE Centers
SITC
$160M
– –
-10,956
Closed -$168K
HTO
674
H2O America
HTO
$2.56B
– –
-4,342
Closed -$214K
TFX icon
675
Teleflex
TFX
$5.97B
– –
-7,709
Closed -$1.37M
24 25 26
27
28

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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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.