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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
FISV
151
Fiserv Inc
FISV
$27.9B
$14.1M 0.12%
108,972
-3,172
-3% -$455K
HWM icon
152
Howmet Aerospace
HWM
$112B
$14.1M 0.12%
72,944
-736
-1% -$134K
HON icon
153
Honeywell
HON
$78B
$14M 0.12%
71,413
+3,391
+5% +$708K
EXC icon
154
Exelon
EXC
$47B
$13.9M 0.12%
316,335
+27,458
+10% +$1.21M
AZO icon
155
AutoZone
AZO
$51.1B
$13.9M 0.12%
3,300
-7
-0.2% -$28.1K
LNG icon
156
Cheniere Energy
LNG
$52.9B
$13.5M 0.12%
56,697
-161
-0.3% -$37.8K
SNOW icon
157
Snowflake
SNOW
$115B
$13.5M 0.12%
60,016
-600
-1% -$129K
EOG icon
158
EOG Resources
EOG
$70.7B
$13.5M 0.12%
114,689
-824
-0.7% -$98.3K
VST icon
159
Vistra
VST
$47.4B
$13.2M 0.12%
63,812
+424
+0.7% +$84K
CL icon
160
Colgate-Palmolive
CL
$74.4B
$13.2M 0.12%
166,134
+1,846
+1% +$157K
SE icon
161
Sea Limited
SE
$69.5B
$13.2M 0.12%
71,551
+889
+1% +$152K
AEP icon
162
American Electric Power
AEP
$68.4B
$13M 0.11%
119,287
+1,102
+0.9% +$121K
NET icon
163
Cloudflare
NET
$107B
$12.9M 0.11%
59,504
+788
+1% +$161K
URI icon
164
United Rentals
URI
$72.4B
$12.8M 0.11%
13,469
-356
-3% -$317K
ZTS icon
165
Zoetis
ZTS
$30B
$12.4M 0.11%
86,284
-530
-0.6% -$80.1K
GLW icon
166
Corning
GLW
$143B
$12.4M 0.11%
155,719
-425
-0.3% -$27.8K
PYPL icon
167
PayPal
PYPL
$50.5B
$12.3M 0.11%
183,083
-4,967
-3% -$350K
SLB icon
168
SLB Ltd
SLB
$75B
$12.3M 0.11%
346,861
+30,825
+10% +$1.07M
AFL icon
169
Aflac
AFL
$62.6B
$12.2M 0.11%
109,577
-1,759
-2% -$185K
TFC icon
170
Truist Financial
TFC
$64B
$12.2M 0.11%
265,057
-3,024
-1% -$136K
COIN icon
171
Coinbase
COIN
$40.5B
$12.2M 0.11%
38,979
+96
+0.2% +$32.6K
D icon
172
Dominion Energy
D
$59.3B
$12.2M 0.11%
201,628
+5,549
+3% +$330K
MAR icon
173
Marriott International
MAR
$92.3B
$12.1M 0.11%
45,854
-956
-2% -$257K
TRV icon
174
Travelers Companies
TRV
$80.2B
$12.1M 0.11%
43,399
-52
-0.1% -$13.9K
PEG icon
175
Public Service Enterprise Group
PEG
$37.7B
$12M 0.11%
145,520
-1,234
-0.8% -$104K
5 6
7
8 9

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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.