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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
PNC icon
126
PNC Financial Services
PNC
$101B
$15.9M 0.14%
78,283
-612
-0.8% -$121K
CI icon
127
Cigna
CI
$74.6B
$15.8M 0.14%
55,095
+83
+0.2% +$24.6K
MDLZ icon
128
Mondelez International
MDLZ
$79.9B
$15.7M 0.14%
248,469
-3,675
-1% -$237K
MO icon
129
Altria Group
MO
$114B
$15.6M 0.14%
238,093
-3,328
-1% -$211K
KKR icon
130
KKR & Co
KKR
$92.3B
$15.6M 0.14%
116,682
-317
-0.3% -$45K
MSI icon
131
Motorola Solutions
MSI
$77.4B
$15.6M 0.14%
34,121
-10
-0% -$4.51K
NKE icon
132
Nike
NKE
$61.9B
$15.5M 0.14%
223,723
-591
-0.3% -$44K
MSTR icon
133
Strategy Inc
MSTR
$38.4B
$15.5M 0.14%
50,046
+2,349
+5% +$872K
ELV icon
134
Elevance Health
ELV
$85.5B
$15.4M 0.14%
48,454
+100
+0.2% +$31.1K
ADSK icon
135
Autodesk
ADSK
$52.6B
$15.4M 0.14%
47,717
+2,565
+6% +$782K
USB icon
136
US Bancorp
USB
$99.6B
$15.4M 0.14%
311,481
+15,924
+5% +$753K
HCA icon
137
HCA Healthcare
HCA
$89.5B
$15.2M 0.13%
36,369
-1,008
-3% -$391K
SHW icon
138
Sherwin-Williams
SHW
$89.8B
$15.2M 0.13%
44,376
-727
-2% -$256K
EMR icon
139
Emerson Electric
EMR
$88.3B
$15.2M 0.13%
117,886
-1,347
-1% -$184K
BA icon
140
Boeing
BA
$185B
$14.9M 0.13%
67,473
+1,927
+3% +$434K
RBLX icon
141
Roblox
RBLX
$27B
$14.8M 0.13%
109,416
+8,145
+8% +$1.01M
OKE icon
142
Oneok
OKE
$54.5B
$14.5M 0.13%
196,530
+3,983
+2% +$305K
MRVL icon
143
Marvell Technology
MRVL
$196B
$14.5M 0.13%
174,349
-479
-0.3% -$35.3K
MCO icon
144
Moody's
MCO
$82.7B
$14.5M 0.13%
30,377
-249
-0.8% -$126K
AJG icon
145
Arthur J. Gallagher & Co
AJG
$63.6B
$14.5M 0.13%
47,540
-98
-0.2% -$29.5K
ECL icon
146
Ecolab
ECL
$79.9B
$14.5M 0.13%
53,336
-363
-0.7% -$98.6K
KMI icon
147
Kinder Morgan
KMI
$68.7B
$14.4M 0.13%
509,427
+3,343
+0.7% +$91.5K
CTAS icon
148
Cintas
CTAS
$81.3B
$14.3M 0.13%
70,246
-529
-0.7% -$113K
VICI icon
149
VICI Properties
VICI
$29.4B
$14.3M 0.13%
441,187
+8,811
+2% +$291K
ITW icon
150
Illinois Tool Works
ITW
$84.5B
$14.2M 0.12%
54,216
+218
+0.4% +$56.8K
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
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NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.