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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
BX icon
101
Blackstone
BX
$110B
$17.9M 0.19%
128,120
-652
-0.5% -$106K
ICE icon
102
Intercontinental Exchange
ICE
$84.4B
$17.9M 0.19%
103,526
-367
-0.4% -$60.1K
OKE icon
103
Oneok
OKE
$54.5B
$17.8M 0.19%
179,586
-27,557
-13% -$2.74M
CME icon
104
CME Group
CME
$94.8B
$17.7M 0.19%
66,563
– –
SHW icon
105
Sherwin-Williams
SHW
$89.8B
$17.4M 0.19%
49,772
– –
MO icon
106
Altria Group
MO
$114B
$16.9M 0.18%
281,666
-11,798
-4% -$644K
MELI icon
107
Mercado Libre
MELI
$92.3B
$16.7M 0.18%
8,581
-123
-1% -$244K
MDLZ icon
108
Mondelez International
MDLZ
$79.9B
$16.6M 0.18%
244,114
– –
CRWD icon
109
CrowdStrike
CRWD
$218B
$16.4M 0.18%
186,624
+16,704
+10% +$1.59M
WM icon
110
Waste Management
WM
$91B
$16M 0.17%
68,918
+788
+1% +$175K
ANET icon
111
Arista Networks
ANET
$238B
$15.8M 0.17%
203,405
+7,525
+4% +$763K
MCK icon
112
McKesson
MCK
$101B
$15.8M 0.17%
23,404
-169
-0.7% -$104K
CVS icon
113
CVS Health
CVS
$122B
$15.5M 0.17%
228,090
– –
ORLY icon
114
O'Reilly Automotive
ORLY
$76.3B
$15.4M 0.17%
160,770
– –
MMM icon
115
3M
MMM
$94.3B
$15.2M 0.17%
103,826
– –
AJG icon
116
Arthur J. Gallagher & Co
AJG
$63.6B
$15.2M 0.16%
43,953
+2,362
+6% +$746K
VICI icon
117
VICI Properties
VICI
$29.4B
$15M 0.16%
460,421
-33,766
-7% -$1.04M
CL icon
118
Colgate-Palmolive
CL
$74.4B
$14.9M 0.16%
159,409
+439
+0.3% +$39.3K
GEV icon
119
GE Vernova
GEV
$264B
$14.8M 0.16%
48,582
+1,146
+2% +$400K
RTX icon
120
RTX Corp
RTX
$301B
$14.8M 0.16%
111,691
+673
+0.6% +$85.3K
EOG icon
121
EOG Resources
EOG
$70.7B
$14.5M 0.16%
113,131
+1,686
+2% +$217K
UPS icon
122
United Parcel Service
UPS
$88.9B
$14.5M 0.16%
131,438
– –
COF icon
123
Capital One
COF
$134B
$14.3M 0.15%
79,638
– –
MSI icon
124
Motorola Solutions
MSI
$77.4B
$14.1M 0.15%
32,164
-34
-0.1% -$15.2K
CSX icon
125
CSX Corp
CSX
$93.1B
$14M 0.15%
474,889
-78,281
-14% -$2.49M
3 4
5
6 7

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
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
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.