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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
+26.1%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$15.1B
AUM Growth
+$3.12B
Cap. Flow
+$1.4B
Cap. Flow %
9.26%
Top 10 Hldgs %
34.63%
Holding
701
New
15
Increased
533
Reduced
68
Closed
60

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$153M
2
AAPL icon
Apple
AAPL
+$95.6M
3
MSFT icon
Microsoft
MSFT
+$66.3M
4
AMZN icon
Amazon
AMZN
+$65.7M
5
NVDA icon
NVIDIA
NVDA
+$57.1M

Top Sells

Rank Stock Value
1
ALLE icon
Allegion
ALLE
+$44.9M
2
AER icon
AerCap
AER
+$12.7M
3
HON icon
Honeywell
HON
+$7.53M
4
CCL icon
Carnival Corporation Ltd
CCL
+$5.54M
5
CTRA
Coterra Energy
CTRA
+$4.97M

Sector Composition

Rank Sector Weight
1 Technology 37.17%
2 Financials 11.29%
3 Communication Services 9.8%
4 Consumer Discretionary 9.35%
5 Healthcare 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
T icon
76
AT&T
T
$165B
$33.5M 0.22%
1,619,879
+131,707
+9% +$3.27M
ISRG icon
77
Intuitive Surgical
ISRG
$121B
$33.4M 0.22%
84,035
+7,886
+10% +$3.45M
BKNG icon
78
Booking.com
BKNG
$138B
$32.6M 0.22%
182,706
+14,156
+8% +$2.41M
PFE icon
79
Pfizer
PFE
$140B
$32.1M 0.21%
1,334,837
+105,357
+9% +$2.76M
COP icon
80
ConocoPhillips
COP
$147B
$31.9M 0.21%
307,158
+25,940
+9% +$3.07M
BLK icon
81
Blackrock
BLK
$164B
$31.8M 0.21%
33,064
+4,356
+15% +$4.51M
SO icon
82
Southern Company
SO
$110B
$31.7M 0.21%
331,715
+32,839
+11% +$3.09M
DELL icon
83
Dell
DELL
$283B
$30.4M 0.2%
70,432
+1,988
+3% +$575K
DUK icon
84
Duke Energy
DUK
$102B
$30M 0.2%
236,761
+12,300
+5% +$1.55M
CVS icon
85
CVS Health
CVS
$137B
$29.4M 0.19%
284,433
+37,708
+15% +$3.37M
LOW icon
86
Lowe's Companies
LOW
$116B
$29.4M 0.19%
133,282
+9,278
+7% +$2.11M
UBER icon
87
Uber
UBER
$134B
$29.3M 0.19%
405,817
+6,915
+2% +$507K
CRM icon
88
Salesforce
CRM
$134B
$29.2M 0.19%
186,305
-7,613
-4% -$1.34M
SPG icon
89
Simon Property Group
SPG
$74.5B
$28.8M 0.19%
128,656
+7,417
+6% +$1.53M
SPGI icon
90
S&P Global
SPGI
$126B
$28.8M 0.19%
70,651
+4,936
+8% +$2.08M
VRTX icon
91
Vertex Pharmaceuticals
VRTX
$121B
$28.7M 0.19%
57,713
+6,643
+13% +$2.94M
RTX icon
92
RTX Corp
RTX
$287B
$28.6M 0.19%
150,481
+15,918
+12% +$2.92M
PGR icon
93
Progressive
PGR
$124B
$28.5M 0.19%
130,260
+13,325
+11% +$2.69M
DHR icon
94
Danaher
DHR
$135B
$28.3M 0.19%
148,671
+13,556
+10% +$2.46M
COF icon
95
Capital One
COF
$124B
$28.2M 0.19%
140,716
+1,597
+1% +$305K
WMB icon
96
Williams Companies
WMB
$90.5B
$27.8M 0.18%
373,454
+43,714
+13% +$3.22M
PH icon
97
Parker-Hannifin
PH
$125B
$27.8M 0.18%
28,376
+3,594
+15% +$3.29M
CB icon
98
Chubb
CB
$140B
$27.6M 0.18%
81,087
+3,643
+5% +$1.19M
VRT icon
99
Vertiv
VRT
$112B
$27.3M 0.18%
81,595
+9,579
+13% +$3.04M
BMY icon
100
Bristol-Myers Squibb
BMY
$127B
$27.3M 0.18%
473,184
+47,131
+11% +$2.71M
2 3
4
5 6

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IA
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AT
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MSV
MN Services Vermogensbeheer The Hague, Netherlands $15.1B AUM 26.53% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
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RFC
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GF
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IFM Investors's Q2 2026 Portfolio in Review

As of Q2 2026, IFM Investors held 701 positions worth $15.1B, up 26% from $12B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors deployed $1.4B of net new capital in Q2 2026, opening 15 new positions and adding to 533 existing holdings. Its largest new stake was Advanced Micro Devices: 373,215 shares worth $217M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 32% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Allegion, an estimated $44.9M trimmed.

  • IFM Investors's largest Q2 2026 buy was Advanced Micro Devices: 373,215 shares worth $217M.
  • IFM Investors added most to Apple in Q2 2026, an estimated $95.6M increase.
  • IFM Investors's biggest Q2 2026 reduction was Allegion, cutting an estimated $44.9M.
  • IFM Investors fully exited Carnival Corporation Ltd in Q2 2026, selling an estimated $5.54M.
  • IFM Investors's ten largest holdings make up 35% of its $15.1B portfolio in Q2 2026.
  • IFM Investors opened 15 new positions and closed 60 in Q2 2026.
  • IFM Investors's portfolio value rose 26% quarter-over-quarter to $15.1B.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.