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
OKE icon
126
Oneok
OKE
$54.5B
$15.7M 0.15%
192,547
+12,961
+7% +$1.08M
CSX icon
127
CSX Corp
CSX
$93.1B
$15.6M 0.15%
478,488
+3,599
+0.8% +$108K
KKR icon
128
KKR & Co
KKR
$92.3B
$15.6M 0.15%
116,999
+6,473
+6% +$758K
SHW icon
129
Sherwin-Williams
SHW
$89.8B
$15.5M 0.15%
45,103
-4,669
-9% -$1.62M
MCO icon
130
Moody's
MCO
$82.7B
$15.4M 0.15%
30,626
+1,617
+6% +$749K
AJG icon
131
Arthur J. Gallagher & Co
AJG
$63.6B
$15.2M 0.15%
47,638
+3,685
+8% +$1.21M
ORLY icon
132
O'Reilly Automotive
ORLY
$76.3B
$15M 0.14%
165,990
+5,220
+3% +$476K
CL icon
133
Colgate-Palmolive
CL
$74.4B
$14.9M 0.14%
164,288
+4,879
+3% +$445K
HON icon
134
Honeywell
HON
$78B
$14.9M 0.14%
68,022
+8,153
+14% +$1.65M
KMI icon
135
Kinder Morgan
KMI
$68.7B
$14.9M 0.14%
506,084
+26,669
+6% +$732K
PNC icon
136
PNC Financial Services
PNC
$101B
$14.7M 0.14%
78,895
+3,573
+5% +$605K
CMG icon
137
Chipotle Mexican Grill
CMG
$41.5B
$14.7M 0.14%
261,114
+8,964
+4% +$456K
ECL icon
138
Ecolab
ECL
$79.9B
$14.5M 0.14%
53,699
+889
+2% +$226K
MSI icon
139
Motorola Solutions
MSI
$77.4B
$14.4M 0.14%
34,131
+1,967
+6% +$823K
HCA icon
140
HCA Healthcare
HCA
$89.5B
$14.3M 0.14%
37,377
+225
+0.6% +$81.1K
NSC icon
141
Norfolk Southern
NSC
$75.1B
$14.3M 0.14%
55,908
+2,172
+4% +$512K
MO icon
142
Altria Group
MO
$114B
$14.2M 0.13%
241,421
-40,245
-14% -$2.36M
VICI icon
143
VICI Properties
VICI
$29.4B
$14.1M 0.13%
432,376
-28,045
-6% -$892K
ADSK icon
144
Autodesk
ADSK
$52.6B
$14M 0.13%
45,152
+2,177
+5% +$618K
PYPL icon
145
PayPal
PYPL
$50.5B
$14M 0.13%
188,050
-2,820
-1% -$193K
BNY
146
Bank of New York Mellon
BNY
$107B
$13.9M 0.13%
152,933
-2,209
-1% -$188K
LNG icon
147
Cheniere Energy
LNG
$52.9B
$13.8M 0.13%
56,858
+984
+2% +$228K
EOG icon
148
EOG Resources
EOG
$70.7B
$13.8M 0.13%
115,513
+2,382
+2% +$272K
BA icon
149
Boeing
BA
$185B
$13.7M 0.13%
65,546
+37,348
+132% +$7.05M
HWM icon
150
Howmet Aerospace
HWM
$112B
$13.7M 0.13%
73,680
-56
-0.1% -$8.62K
4 5
6
7 8

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.