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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
FISV
76
Fiserv Inc
FISV
$27.9B
$24.5M 0.27%
110,720
-1,413
-1% -$309K
SYK icon
77
Stryker
SYK
$130B
$24.4M 0.26%
65,515
-119
-0.2% -$45.3K
BMY icon
78
Bristol-Myers Squibb
BMY
$132B
$24.3M 0.26%
398,520
+34
+0% +$1.98K
AMT icon
79
American Tower
AMT
$80.4B
$24.1M 0.26%
110,747
-26,069
-19% -$5.11M
VRTX icon
80
Vertex Pharmaceuticals
VRTX
$126B
$23.5M 0.26%
48,536
-195
-0.4% -$90.9K
AMAT icon
81
Applied Materials
AMAT
$428B
$23M 0.25%
158,571
-1,532
-1% -$258K
ADP icon
82
Automatic Data Processing
ADP
$108B
$22.9M 0.25%
74,951
– –
DE icon
83
Deere & Co
DE
$168B
$22.7M 0.25%
48,449
-205
-0.4% -$95.9K
SO icon
84
Southern Company
SO
$107B
$22.2M 0.24%
241,383
-68,980
-22% -$5.97M
MRSH
85
Marsh
MRSH
$91.5B
$21.5M 0.23%
88,154
-475
-0.5% -$108K
PANW icon
86
Palo Alto Networks
PANW
$297B
$21.2M 0.23%
124,054
+584
+0.5% +$108K
DUK icon
87
Duke Energy
DUK
$97.3B
$20.7M 0.22%
169,826
-47,634
-22% -$5.43M
SPG icon
88
Simon Property Group
SPG
$72.3B
$20.5M 0.22%
123,709
-10,497
-8% -$1.83M
ELV icon
89
Elevance Health
ELV
$85.5B
$20.5M 0.22%
47,157
+524
+1% +$210K
SBUX icon
90
Starbucks
SBUX
$120B
$19.9M 0.22%
203,180
-1,569
-0.8% -$162K
O icon
91
Realty Income
O
$59.1B
$19.1M 0.21%
329,194
-25,784
-7% -$1.43M
ADI icon
92
Analog Devices
ADI
$190B
$18.7M 0.2%
92,693
-534
-0.6% -$115K
PSA icon
93
Public Storage
PSA
$61.3B
$18.5M 0.2%
61,753
-6,764
-10% -$2.02M
INTC icon
94
Intel
INTC
$513B
$18.2M 0.2%
803,091
-3,999
-0.5% -$87.5K
LRCX icon
95
Lam Research
LRCX
$390B
$18.1M 0.2%
249,050
– –
MU icon
96
Micron Technology
MU
$991B
$18.1M 0.2%
208,258
-444
-0.2% -$42.6K
DLR icon
97
Digital Realty Trust
DLR
$71.7B
$18.1M 0.2%
126,147
-9,323
-7% -$1.52M
WMB icon
98
Williams Companies
WMB
$86.1B
$18.1M 0.2%
302,226
-64,360
-18% -$3.68M
CI icon
99
Cigna
CI
$74.6B
$18M 0.2%
54,677
+392
+0.7% +$118K
KLAC icon
100
KLA
KLAC
$259B
$18M 0.19%
264,170
-1,070
-0.4% -$77.1K
2 3
4
5 6

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IA
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AT
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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
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GF
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Verition Fund Management
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NMO
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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.