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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
PANW icon
76
Palo Alto Networks
PANW
$297B
$27.1M 0.26%
132,289
+8,235
+7% +$1.53M
TJX icon
77
TJX Companies
TJX
$178B
$26M 0.25%
210,555
+9,176
+5% +$1.16M
DHR icon
78
Danaher
DHR
$144B
$25.6M 0.24%
129,469
-863
-0.7% -$167K
AMT icon
79
American Tower
AMT
$80.4B
$25.6M 0.24%
115,679
+4,932
+4% +$1.06M
LOW icon
80
Lowe's Companies
LOW
$125B
$25.5M 0.24%
115,032
+5,666
+5% +$1.26M
DE icon
81
Deere & Co
DE
$168B
$25.1M 0.24%
49,322
+873
+2% +$427K
LRCX icon
82
Lam Research
LRCX
$390B
$24.9M 0.24%
255,545
+6,495
+3% +$515K
CRWD icon
83
CrowdStrike
CRWD
$218B
$24.6M 0.23%
193,244
+6,620
+4% +$718K
KLAC icon
84
KLA
KLAC
$259B
$24.5M 0.23%
273,430
+9,260
+4% +$697K
ADP icon
85
Automatic Data Processing
ADP
$108B
$23.8M 0.23%
77,277
+2,326
+3% +$714K
SO icon
86
Southern Company
SO
$107B
$23.7M 0.23%
258,169
+16,786
+7% +$1.51M
MELI icon
87
Mercado Libre
MELI
$92.3B
$23.5M 0.22%
9,005
+424
+5% +$990K
ADI icon
88
Analog Devices
ADI
$190B
$23.3M 0.22%
97,734
+5,041
+5% +$1.05M
COP icon
89
ConocoPhillips
COP
$141B
$23.2M 0.22%
258,121
+10,991
+4% +$989K
APH icon
90
Amphenol
APH
$209B
$22.4M 0.21%
227,088
+15,182
+7% +$1.24M
VRTX icon
91
Vertex Pharmaceuticals
VRTX
$126B
$22.4M 0.21%
50,317
+1,781
+4% +$821K
TMUS icon
92
T-Mobile US
TMUS
$190B
$21.8M 0.21%
91,406
-5,917
-6% -$1.44M
DUK icon
93
Duke Energy
DUK
$97.3B
$21.8M 0.21%
184,348
+14,522
+9% +$1.71M
ANET icon
94
Arista Networks
ANET
$238B
$21.3M 0.2%
208,307
+4,902
+2% +$424K
DLR icon
95
Digital Realty Trust
DLR
$71.7B
$20.7M 0.2%
118,551
-7,596
-6% -$1.24M
BX icon
96
Blackstone
BX
$110B
$20.6M 0.2%
137,835
+9,715
+8% +$1.33M
MRSH
97
Marsh
MRSH
$91.5B
$20.5M 0.2%
93,731
+5,577
+6% +$1.26M
WMB icon
98
Williams Companies
WMB
$86.1B
$19.9M 0.19%
317,530
+15,304
+5% +$904K
ICE icon
99
Intercontinental Exchange
ICE
$84.4B
$19.9M 0.19%
108,477
+4,951
+5% +$851K
SBUX icon
100
Starbucks
SBUX
$120B
$19.7M 0.19%
215,443
+12,263
+6% +$1.06M
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
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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 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.