We are live on ! Find out more
II

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
CEG icon
101
Constellation Energy
CEG
$96.4B
$19.6M 0.19%
60,713
+663
+1% +$175K
FISV
102
Fiserv Inc
FISV
$27.9B
$19.3M 0.18%
112,144
+1,424
+1% +$258K
MSTR icon
103
Strategy Inc
MSTR
$38.4B
$19.3M 0.18%
47,697
+4,776
+11% +$1.74M
INTC icon
104
Intel
INTC
$513B
$19.2M 0.18%
855,402
+52,311
+7% +$1.08M
BMY icon
105
Bristol-Myers Squibb
BMY
$132B
$19.1M 0.18%
413,438
+14,918
+4% +$732K
CME icon
106
CME Group
CME
$94.8B
$19.1M 0.18%
69,361
+2,798
+4% +$761K
ELV icon
107
Elevance Health
ELV
$85.5B
$18.8M 0.18%
48,354
+1,197
+3% +$481K
SNPS icon
108
Synopsys
SNPS
$79.7B
$18.7M 0.18%
36,414
+7,380
+25% +$3.44M
SPG icon
109
Simon Property Group
SPG
$72.3B
$18.3M 0.17%
114,083
-9,626
-8% -$1.52M
CI icon
110
Cigna
CI
$74.6B
$18.2M 0.17%
55,012
+335
+0.6% +$108K
O icon
111
Realty Income
O
$59.1B
$17.9M 0.17%
310,369
-18,825
-6% -$1.06M
RTX icon
112
RTX Corp
RTX
$301B
$17.7M 0.17%
121,294
+9,603
+9% +$1.28M
CDNS icon
113
Cadence Design Systems
CDNS
$93.4B
$17.2M 0.16%
55,903
+2,141
+4% +$623K
MCK icon
114
McKesson
MCK
$101B
$17.2M 0.16%
23,460
+56
+0.2% +$39.5K
WM icon
115
Waste Management
WM
$91B
$17M 0.16%
74,443
+5,525
+8% +$1.28M
MDLZ icon
116
Mondelez International
MDLZ
$79.9B
$17M 0.16%
252,144
+8,030
+3% +$536K
PH icon
117
Parker-Hannifin
PH
$135B
$17M 0.16%
24,331
+1,536
+7% +$970K
DASH icon
118
DoorDash
DASH
$93.7B
$16.9M 0.16%
68,566
+6,763
+11% +$1.36M
PSA icon
119
Public Storage
PSA
$61.3B
$16.5M 0.16%
56,165
-5,588
-9% -$1.65M
CVS icon
120
CVS Health
CVS
$122B
$16.5M 0.16%
238,547
+10,457
+5% +$686K
MMM icon
121
3M
MMM
$94.3B
$16.2M 0.15%
106,541
+2,715
+3% +$388K
NKE icon
122
Nike
NKE
$61.9B
$15.9M 0.15%
224,314
+7,315
+3% +$439K
EMR icon
123
Emerson Electric
EMR
$88.3B
$15.9M 0.15%
119,233
+4,393
+4% +$504K
APP icon
124
Applovin
APP
$116B
$15.8M 0.15%
45,209
+6,104
+16% +$1.98M
CTAS icon
125
Cintas
CTAS
$81.3B
$15.8M 0.15%
70,775
+3,466
+5% +$746K
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 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.