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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
+9.76%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$11.4B
AUM Growth
+$870M
Cap. Flow
+$116M
Cap. Flow %
1.02%
Top 10 Hldgs %
37.34%
Holding
628
New
11
Increased
275
Reduced
209
Closed
9

Top Buys

Rank Stock Value
1
INDA icon
iShares MSCI India ETF
INDA
+$95.2M
2
CVX icon
Chevron
CVX
+$8.78M
3
PDD icon
Pinduoduo
PDD
+$5.24M
4
SOFI icon
SoFi Technologies
SOFI
+$4.98M
5
TPR icon
Tapestry
TPR
+$4.41M

Top Sells

Rank Stock Value
1
HES
Hess
HES
+$8.92M
2
AAPL icon
Apple
AAPL
+$4.29M
3
LKQ icon
LKQ Corp
LKQ
+$3.3M
4
JNPR
Juniper Networks
JNPR
+$3.09M
5
META icon
Meta Platforms (Facebook)
META
+$2.75M

Sector Composition

Rank Sector Weight
1 Technology 34.63%
2 Financials 12.7%
3 Consumer Discretionary 10.68%
4 Communication Services 10.66%
5 Healthcare 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
76
Amgen
AMGN
$222B
$29M 0.26%
106,273
-165
-0.2% -$47.9K
KLAC icon
77
KLA
KLAC
$259B
$28.9M 0.25%
271,800
-1,630
-0.6% -$152K
GILD icon
78
Gilead Sciences
GILD
$165B
$28.6M 0.25%
255,566
-1,098
-0.4% -$125K
EQIX icon
79
Equinix
EQIX
$103B
$28.1M 0.25%
35,558
-223
-0.6% -$174K
APH icon
80
Amphenol
APH
$209B
$28.1M 0.25%
228,966
+1,878
+0.8% +$206K
PGR icon
81
Progressive
PGR
$125B
$27.5M 0.24%
113,074
-231
-0.2% -$56.9K
PFE icon
82
Pfizer
PFE
$153B
$26.8M 0.24%
1,128,931
+1,788
+0.2% +$44.1K
PANW icon
83
Palo Alto Networks
PANW
$297B
$26.5M 0.23%
130,924
-1,365
-1% -$261K
SYK icon
84
Stryker
SYK
$130B
$25.3M 0.22%
68,673
-784
-1% -$303K
COP icon
85
ConocoPhillips
COP
$141B
$25M 0.22%
254,300
-3,821
-1% -$361K
ADI icon
86
Analog Devices
ADI
$190B
$24.6M 0.22%
99,190
+1,456
+1% +$350K
CMCSA icon
87
Comcast
CMCSA
$90B
$24.3M 0.21%
766,352
-9,481
-1% -$318K
SO icon
88
Southern Company
SO
$107B
$23.9M 0.21%
252,995
-5,174
-2% -$483K
DHR icon
89
Danaher
DHR
$144B
$23.8M 0.21%
128,663
-806
-0.6% -$160K
BX icon
90
Blackstone
BX
$110B
$23.8M 0.21%
135,541
-2,294
-2% -$393K
TMUS icon
91
T-Mobile US
TMUS
$190B
$23.2M 0.2%
97,553
+6,147
+7% +$1.49M
CRWD icon
92
CrowdStrike
CRWD
$218B
$23.1M 0.2%
191,584
-1,660
-0.9% -$189K
DE icon
93
Deere & Co
DE
$168B
$22.8M 0.2%
49,193
-129
-0.3% -$63.6K
AMT icon
94
American Tower
AMT
$80.4B
$22.7M 0.2%
116,680
+1,001
+0.9% +$209K
DUK icon
95
Duke Energy
DUK
$97.3B
$22.4M 0.2%
182,367
-1,981
-1% -$240K
ADP icon
96
Automatic Data Processing
ADP
$108B
$22.3M 0.2%
76,564
-713
-0.9% -$215K
MELI icon
97
Mercado Libre
MELI
$92.3B
$22.2M 0.2%
9,001
-4
-0% -$9.6K
SPG icon
98
Simon Property Group
SPG
$72.3B
$21.3M 0.19%
115,134
+1,051
+0.9% +$181K
RTX icon
99
RTX Corp
RTX
$301B
$21M 0.18%
128,363
+7,069
+6% +$1.1M
WMB icon
100
Williams Companies
WMB
$86.1B
$20.5M 0.18%
320,974
+3,444
+1% +$202K
2 3
4
5 6

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UM
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FCAS
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IFM Investors's Q3 2025 Portfolio in Review

As of Q3 2025, IFM Investors held 628 positions worth $11.4B, up 8.3% from $10.5B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 3.2%. IFM Investors opened 11 new positions and exited 9, leaving the 628-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 34% a quarter earlier, followed by Financials and Consumer Discretionary.

  • IFM Investors's largest Q3 2025 buy was iShares MSCI India ETF: 1,780,559 shares worth $93M.
  • IFM Investors added most to Chevron in Q3 2025, an estimated $8.78M increase.
  • IFM Investors's biggest Q3 2025 reduction was Apple, cutting an estimated $4.29M.
  • IFM Investors fully exited Hess in Q3 2025, selling an estimated $8.92M.
  • IFM Investors's ten largest holdings make up 37% of its $11.4B portfolio in Q3 2025.
  • IFM Investors opened 11 new positions and closed 9 in Q3 2025.
  • IFM Investors's portfolio value rose 8.3% quarter-over-quarter to $11.4B.

Based on IFM Investors's 13F filing for Q3 2025, filed 15 Oct 2025.