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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
+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
FTNT icon
151
Fortinet
FTNT
$117B
$13.6M 0.13%
128,923
+6,074
+5% +$613K
COIN icon
152
Coinbase
COIN
$40.5B
$13.6M 0.13%
38,883
+4,347
+13% +$1.02M
SRE icon
153
Sempra
SRE
$54.8B
$13.6M 0.13%
179,828
+11,200
+7% +$832K
UPS icon
154
United Parcel Service
UPS
$88.9B
$13.6M 0.13%
134,975
+3,537
+3% +$348K
SNOW icon
155
Snowflake
SNOW
$115B
$13.6M 0.13%
60,616
+6,596
+12% +$1.19M
ZTS icon
156
Zoetis
ZTS
$30.5B
$13.5M 0.13%
86,814
+2,603
+3% +$413K
MRVL icon
157
Marvell Technology
MRVL
$196B
$13.5M 0.13%
174,828
+8,979
+5% +$560K
USB icon
158
US Bancorp
USB
$99.6B
$13.4M 0.13%
295,557
+18,057
+7% +$759K
ITW icon
159
Illinois Tool Works
ITW
$85.3B
$13.4M 0.13%
53,998
+709
+1% +$171K
HOOD icon
160
Robinhood
HOOD
$83.9B
$12.9M 0.12%
137,434
+29,747
+28% +$1.76M
CARR icon
161
Carrier Global
CARR
$52.8B
$12.8M 0.12%
175,569
-203
-0.1% -$13.8K
NEM icon
162
Newmont
NEM
$119B
$12.8M 0.12%
220,189
+6,889
+3% +$368K
MAR icon
163
Marriott International
MAR
$92.3B
$12.8M 0.12%
46,810
+886
+2% +$222K
EXC icon
164
Exelon
EXC
$47B
$12.5M 0.12%
288,877
+25,449
+10% +$1.13M
AXON
165
Axon Enterprise
AXON
$46.4B
$12.4M 0.12%
15,020
+519
+4% +$353K
HLT icon
166
Hilton Worldwide
HLT
$71.5B
$12.4M 0.12%
46,432
+779
+2% +$185K
PEG icon
167
Public Service Enterprise Group
PEG
$37.7B
$12.4M 0.12%
146,754
+1,314
+0.9% +$106K
VST icon
168
Vistra
VST
$47.4B
$12.3M 0.12%
63,388
-2,577
-4% -$381K
AZO icon
169
AutoZone
AZO
$51.1B
$12.3M 0.12%
3,307
+12
+0.4% +$44.2K
AEP icon
170
American Electric Power
AEP
$68.4B
$12.3M 0.12%
118,185
+7,977
+7% +$830K
FCX icon
171
Freeport-McMoran
FCX
$97.5B
$11.8M 0.11%
272,813
+14,582
+6% +$554K
AFL icon
172
Aflac
AFL
$63.4B
$11.7M 0.11%
111,336
+268
+0.2% +$28.2K
TRV icon
173
Travelers Companies
TRV
$80.2B
$11.6M 0.11%
43,451
+1,193
+3% +$315K
TFC icon
174
Truist Financial
TFC
$64B
$11.5M 0.11%
268,081
+14,073
+6% +$551K
NET icon
175
Cloudflare
NET
$107B
$11.5M 0.11%
58,716
+2,538
+5% +$368K
5 6
7
8 9

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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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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.