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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
DLR icon
101
Digital Realty Trust
DLR
$71.7B
$20.4M 0.18%
119,013
+462
+0.4% +$79K
CEG icon
102
Constellation Energy
CEG
$95.6B
$20.3M 0.18%
61,171
+458
+0.8% +$148K
CDNS icon
103
Cadence Design Systems
CDNS
$93.4B
$19.5M 0.17%
55,716
-187
-0.3% -$64.3K
VRTX icon
104
Vertex Pharmaceuticals
VRTX
$126B
$19.1M 0.17%
49,484
-833
-2% -$348K
O icon
105
Realty Income
O
$59.1B
$18.8M 0.17%
311,168
+799
+0.3% +$46.5K
CME icon
106
CME Group
CME
$94.8B
$18.7M 0.16%
69,334
-27
-0% -$7.35K
MRSH
107
Marsh
MRSH
$91.5B
$18.7M 0.16%
93,705
-26
-0% -$5.35K
CVS icon
108
CVS Health
CVS
$122B
$18.5M 0.16%
244,816
+6,269
+3% +$430K
NEM icon
109
Newmont
NEM
$119B
$18.5M 0.16%
217,221
-2,968
-1% -$207K
BMY icon
110
Bristol-Myers Squibb
BMY
$132B
$18.2M 0.16%
412,611
-827
-0.2% -$38.6K
DASH icon
111
DoorDash
DASH
$93.7B
$18.2M 0.16%
69,223
+657
+1% +$165K
ICE icon
112
Intercontinental Exchange
ICE
$84.4B
$18.1M 0.16%
108,117
-360
-0.3% -$64.3K
PH icon
113
Parker-Hannifin
PH
$135B
$18.1M 0.16%
24,062
-269
-1% -$198K
SBUX icon
114
Starbucks
SBUX
$120B
$18.1M 0.16%
216,604
+1,161
+0.5% +$104K
SNPS icon
115
Synopsys
SNPS
$79.7B
$18M 0.16%
36,860
+446
+1% +$252K
MCK icon
116
McKesson
MCK
$101B
$17.7M 0.16%
23,336
-124
-0.5% -$87.3K
ORLY icon
117
O'Reilly Automotive
ORLY
$76.3B
$17.5M 0.15%
165,234
-756
-0.5% -$76K
HOOD icon
118
Robinhood
HOOD
$83.9B
$16.9M 0.15%
138,974
+1,540
+1% +$168K
BNY
119
Bank of New York Mellon
BNY
$107B
$16.9M 0.15%
154,087
+1,154
+0.8% +$118K
NSC icon
120
Norfolk Southern
NSC
$75.1B
$16.7M 0.15%
56,277
+369
+0.7% +$103K
WM icon
121
Waste Management
WM
$91B
$16.3M 0.14%
74,526
+83
+0.1% +$18.7K
CSX icon
122
CSX Corp
CSX
$93.1B
$16.3M 0.14%
477,961
-527
-0.1% -$18K
PSA icon
123
Public Storage
PSA
$61.3B
$16.2M 0.14%
56,738
+573
+1% +$164K
MMM icon
124
3M
MMM
$94.3B
$16.2M 0.14%
106,160
-381
-0.4% -$58.7K
SRE icon
125
Sempra
SRE
$54.8B
$16M 0.14%
180,120
+292
+0.2% +$23.6K
3 4
5
6 7

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IA
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AT
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UM
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FCAS
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RFC
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GF
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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.