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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
APH icon
126
Amphenol
APH
$209B
$13.9M 0.15%
211,906
– –
ZTS icon
127
Zoetis
ZTS
$30B
$13.9M 0.15%
84,211
– –
PH icon
128
Parker-Hannifin
PH
$135B
$13.9M 0.15%
22,795
-117
-0.5% -$76.5K
CTAS icon
129
Cintas
CTAS
$81.3B
$13.8M 0.15%
67,309
+323
+0.5% +$64.3K
NKE icon
130
Nike
NKE
$61.9B
$13.8M 0.15%
216,999
-2,907
-1% -$214K
KMI icon
131
Kinder Morgan
KMI
$68.7B
$13.7M 0.15%
479,415
-101,974
-18% -$2.82M
CDNS icon
132
Cadence Design Systems
CDNS
$93.4B
$13.7M 0.15%
53,762
+538
+1% +$150K
MCO icon
133
Moody's
MCO
$82.7B
$13.5M 0.15%
29,009
-162
-0.6% -$78.1K
REGN icon
134
Regeneron Pharmaceuticals
REGN
$80.8B
$13.5M 0.15%
21,248
-102
-0.5% -$70.2K
ECL icon
135
Ecolab
ECL
$79.9B
$13.4M 0.15%
52,810
-2,758
-5% -$695K
PNC icon
136
PNC Financial Services
PNC
$101B
$13.2M 0.14%
75,322
– –
ITW icon
137
Illinois Tool Works
ITW
$84.5B
$13.2M 0.14%
53,289
-267
-0.5% -$68.6K
BNY
138
Bank of New York Mellon
BNY
$107B
$13M 0.14%
155,142
– –
LNG icon
139
Cheniere Energy
LNG
$52.9B
$12.9M 0.14%
55,874
-12,153
-18% -$2.74M
HCA icon
140
HCA Healthcare
HCA
$89.5B
$12.8M 0.14%
37,152
– –
KKR icon
141
KKR & Co
KKR
$92.3B
$12.8M 0.14%
110,526
-647
-0.6% -$89K
NSC icon
142
Norfolk Southern
NSC
$75.1B
$12.7M 0.14%
53,736
-9,782
-15% -$2.38M
SLB icon
143
SLB Ltd
SLB
$75B
$12.7M 0.14%
303,873
-22,274
-7% -$913K
CMG icon
144
Chipotle Mexican Grill
CMG
$41.5B
$12.7M 0.14%
252,150
-2,688
-1% -$146K
EMR icon
145
Emerson Electric
EMR
$88.3B
$12.6M 0.14%
114,840
+1,290
+1% +$156K
AZO icon
146
AutoZone
AZO
$51.1B
$12.6M 0.14%
3,295
-25
-0.8% -$86.3K
PYPL icon
147
PayPal
PYPL
$50.5B
$12.5M 0.14%
190,870
-756
-0.4% -$58.9K
SNPS icon
148
Synopsys
SNPS
$79.7B
$12.5M 0.13%
29,034
– –
MSTR icon
149
Strategy Inc
MSTR
$38.4B
$12.4M 0.13%
42,921
+8,686
+25% +$2.76M
AFL icon
150
Aflac
AFL
$62.6B
$12.3M 0.13%
111,068
-1,565
-1% -$166K
4 5
6
7 8

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IA
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AT
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UM
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FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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 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.