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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
WELL icon
51
Welltower
WELL
$171B
$35.4M 0.34%
230,367
-10,675
-4% -$1.6M
PEP icon
52
PepsiCo
PEP
$189B
$35M 0.33%
264,714
+12,435
+5% +$1.68M
AXP icon
53
American Express
AXP
$230B
$34.4M 0.33%
107,829
-142
-0.1% -$40K
PLD icon
54
Prologis
PLD
$133B
$34.2M 0.33%
324,970
-32,956
-9% -$3.46M
UNP icon
55
Union Pacific
UNP
$176B
$33.9M 0.32%
147,174
+617
+0.4% +$137K
UBER icon
56
Uber
UBER
$153B
$33.7M 0.32%
361,229
+14,818
+4% +$1.22M
ADBE icon
57
Adobe
ADBE
$105B
$33.6M 0.32%
86,798
+1,344
+2% +$518K
MS icon
58
Morgan Stanley
MS
$337B
$33.4M 0.32%
237,435
+11,098
+5% +$1.36M
BSX icon
59
Boston Scientific
BSX
$71.8B
$32.7M 0.31%
304,017
+19,673
+7% +$1.99M
SPGI icon
60
S&P Global
SPGI
$121B
$31.9M 0.3%
60,453
+2,220
+4% +$1.11M
C icon
61
Citigroup
C
$225B
$31.4M 0.3%
368,841
+14,117
+4% +$1.02M
SCHW
62
Charles Schwab
SCHW
$186B
$30.4M 0.29%
333,109
+14,763
+5% +$1.24M
PGR icon
63
Progressive
PGR
$125B
$30.2M 0.29%
113,305
+4,957
+5% +$1.36M
AMGN icon
64
Amgen
AMGN
$220B
$29.7M 0.28%
106,438
+4,055
+4% +$1.15M
AMAT icon
65
Applied Materials
AMAT
$428B
$29.4M 0.28%
160,747
+2,176
+1% +$345K
TMO icon
66
Thermo Fisher Scientific
TMO
$216B
$29.4M 0.28%
72,495
+2,976
+4% +$1.24M
BLK icon
67
Blackrock
BLK
$175B
$29.3M 0.28%
27,924
+1,406
+5% +$1.33M
EQIX icon
68
Equinix
EQIX
$104B
$28.5M 0.27%
35,781
-2,610
-7% -$2.21M
GILD icon
69
Gilead Sciences
GILD
$165B
$28.5M 0.27%
256,664
+2,635
+1% +$280K
COF icon
70
Capital One
COF
$133B
$27.9M 0.27%
131,256
+51,618
+65% +$9.63M
CMCSA icon
71
Comcast
CMCSA
$89.9B
$27.7M 0.26%
775,833
+368
+0% +$12.7K
GEV icon
72
GE Vernova
GEV
$266B
$27.5M 0.26%
51,953
+3,371
+7% +$1.4M
SYK icon
73
Stryker
SYK
$129B
$27.5M 0.26%
69,457
+3,942
+6% +$1.47M
PFE icon
74
Pfizer
PFE
$151B
$27.3M 0.26%
1,127,143
+41,263
+4% +$962K
MU icon
75
Micron Technology
MU
$991B
$27.2M 0.26%
220,512
+12,254
+6% +$1.14M
1 2
3
4 5

Similar funds

IA
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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
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Mawer Investment Management
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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.