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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
BDX icon
151
Becton Dickinson
BDX
$48.2B
$12.3M 0.13%
53,623
+537
+1% +$125K
EXC icon
152
Exelon
EXC
$47B
$12.1M 0.13%
263,428
-62,146
-19% -$2.6M
CEG icon
153
Constellation Energy
CEG
$95.6B
$12.1M 0.13%
60,050
– –
AEP icon
154
American Electric Power
AEP
$68.4B
$12M 0.13%
110,208
-32,371
-23% -$3.28M
SRE icon
155
Sempra
SRE
$54.8B
$12M 0.13%
168,628
-31,995
-16% -$2.49M
EXR icon
156
Extra Space Storage
EXR
$31.6B
$12M 0.13%
80,637
-6,289
-7% -$954K
PEG icon
157
Public Service Enterprise Group
PEG
$37.7B
$12M 0.13%
145,440
-29,408
-17% -$2.45M
AVB icon
158
AvalonBay Communities
AVB
$26.8B
$12M 0.13%
55,702
-4,266
-7% -$926K
HON icon
159
Honeywell
HON
$78B
$11.9M 0.13%
59,869
-16
-0% -$3.24K
ED icon
160
Consolidated Edison
ED
$39.9B
$11.8M 0.13%
107,070
-20,606
-16% -$2.02M
FTNT icon
161
Fortinet
FTNT
$117B
$11.8M 0.13%
122,849
-1,096
-0.9% -$111K
USB icon
162
US Bancorp
USB
$99.6B
$11.7M 0.13%
277,500
– –
AIG icon
163
American International
AIG
$41.3B
$11.5M 0.12%
132,146
– –
DASH icon
164
DoorDash
DASH
$93.7B
$11.3M 0.12%
61,803
+5,349
+9% +$1.01M
ADSK icon
165
Autodesk
ADSK
$52.6B
$11.3M 0.12%
42,975
+1,050
+3% +$299K
TRV icon
166
Travelers Companies
TRV
$80.2B
$11.2M 0.12%
42,258
– –
CARR icon
167
Carrier Global
CARR
$52.8B
$11.1M 0.12%
175,772
– –
ROP icon
168
Roper Technologies
ROP
$39.8B
$11M 0.12%
18,731
– –
CCI icon
169
Crown Castle
CCI
$32.2B
$11M 0.12%
105,918
-26,805
-20% -$2.5M
MAR icon
170
Marriott International
MAR
$92.3B
$10.9M 0.12%
45,924
– –
VTR icon
171
Ventas
VTR
$47.9B
$10.8M 0.12%
156,519
-12,586
-7% -$804K
APO icon
172
Apollo Global Management
APO
$73.4B
$10.5M 0.11%
76,832
– –
TFC icon
173
Truist Financial
TFC
$64B
$10.5M 0.11%
254,008
– –
HLT icon
174
Hilton Worldwide
HLT
$71.5B
$10.4M 0.11%
45,653
-137
-0.3% -$34.1K
APP icon
175
Applovin
APP
$116B
$10.4M 0.11%
39,105
-17
-0% -$5.86K
5 6
7
8 9

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 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.