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
GS icon
51
Goldman Sachs
GS
$303B
$32.2M 0.35%
59,018
-292
-0.5% -$176K
NOW icon
52
ServiceNow
NOW
$129B
$32M 0.35%
201,095
+745
+0.4% +$144K
TXN icon
53
Texas Instruments
TXN
$261B
$32M 0.35%
178,102
-944
-0.5% -$177K
AMGN icon
54
Amgen
AMGN
$222B
$31.9M 0.35%
102,383
-155
-0.2% -$45.8K
AMD icon
55
Advanced Micro Devices
AMD
$789B
$31.4M 0.34%
305,154
+254
+0.1% +$28.2K
EQIX icon
56
Equinix
EQIX
$103B
$31.3M 0.34%
38,391
-2,656
-6% -$2.39M
BKNG icon
57
Booking.com
BKNG
$161B
$31.1M 0.34%
168,975
-1,625
-1% -$311K
PGR icon
58
Progressive
PGR
$125B
$30.7M 0.33%
108,348
-1,158
-1% -$303K
CAT icon
59
Caterpillar
CAT
$387B
$30.1M 0.33%
91,180
-432
-0.5% -$154K
SPGI icon
60
S&P Global
SPGI
$120B
$29.6M 0.32%
58,233
-398
-0.7% -$203K
AXP icon
61
American Express
AXP
$230B
$29M 0.31%
107,971
-2,046
-2% -$605K
BSX icon
62
Boston Scientific
BSX
$71.5B
$28.7M 0.31%
284,344
-221
-0.1% -$22.3K
CMCSA icon
63
Comcast
CMCSA
$90B
$28.6M 0.31%
775,465
+6,577
+0.9% +$237K
GILD icon
64
Gilead Sciences
GILD
$165B
$28.5M 0.31%
254,029
+5,079
+2% +$524K
PFE icon
65
Pfizer
PFE
$153B
$27.5M 0.3%
1,085,880
-2,329
-0.2% -$60.9K
DHR icon
66
Danaher
DHR
$144B
$26.7M 0.29%
130,332
-2,076
-2% -$453K
MS icon
67
Morgan Stanley
MS
$340B
$26.4M 0.29%
226,337
-1,112
-0.5% -$143K
TMUS icon
68
T-Mobile US
TMUS
$190B
$26M 0.28%
97,323
-1,033
-1% -$255K
COP icon
69
ConocoPhillips
COP
$141B
$26M 0.28%
247,130
+3,868
+2% +$386K
LOW icon
70
Lowe's Companies
LOW
$125B
$25.5M 0.28%
109,366
+1,559
+1% +$384K
UBER icon
71
Uber
UBER
$153B
$25.2M 0.27%
346,411
+3,843
+1% +$277K
C icon
72
Citigroup
C
$226B
$25.2M 0.27%
354,724
-3,396
-0.9% -$259K
BLK icon
73
Blackrock
BLK
$176B
$25.1M 0.27%
26,518
-275
-1% -$270K
SCHW
74
Charles Schwab
SCHW
$187B
$24.9M 0.27%
318,346
+22,652
+8% +$1.78M
TJX icon
75
TJX Companies
TJX
$178B
$24.5M 0.27%
201,379
-763
-0.4% -$92.6K
1 2
3
4 5

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.