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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
NEM icon
176
Newmont
NEM
$119B
$10.3M 0.11%
213,300
– –
MRVL icon
177
Marvell Technology
MRVL
$196B
$10.2M 0.11%
165,849
+831
+0.5% +$80.6K
APD icon
178
Air Products & Chemicals
APD
$67.6B
$10.1M 0.11%
34,405
+2,842
+9% +$876K
MET icon
179
MetLife
MET
$62.1B
$10.1M 0.11%
126,326
– –
ALL icon
180
Allstate
ALL
$67.5B
$10M 0.11%
48,534
– –
GM icon
181
General Motors
GM
$76.8B
$10M 0.11%
213,470
-4,976
-2% -$245K
D icon
182
Dominion Energy
D
$59.3B
$10M 0.11%
178,489
-47,611
-21% -$2.62M
PCG icon
183
PG&E
PCG
$38.5B
$9.93M 0.11%
577,854
-127,706
-18% -$2.12M
EQR icon
184
Equity Residential
EQR
$25.1B
$9.84M 0.11%
137,409
-11,357
-8% -$802K
ABNB icon
185
Airbnb
ABNB
$107B
$9.84M 0.11%
82,332
+1,536
+2% +$206K
IRM icon
186
Iron Mountain
IRM
$36.1B
$9.81M 0.11%
114,068
-8,755
-7% -$844K
FDX icon
187
FedEx
FDX
$75.4B
$9.79M 0.11%
40,157
– –
FCX icon
188
Freeport-McMoran
FCX
$97.5B
$9.78M 0.11%
258,231
-2,728
-1% -$104K
WCN
189
Waste Connections
WCN
$42B
$9.72M 0.11%
49,811
-1,366
-3% -$253K
HES
190
DELISTED
Hess
HES
$9.72M 0.11%
60,868
-4,747
-7% -$698K
HWM icon
191
Howmet Aerospace
HWM
$112B
$9.57M 0.1%
73,736
-2,129
-3% -$270K
AMP icon
192
Ameriprise Financial
AMP
$48.8B
$9.51M 0.1%
19,647
– –
HIG icon
193
Hartford Financial Services
HIG
$39.3B
$9.48M 0.1%
76,591
– –
TRGP icon
194
Targa Resources
TRGP
$55.1B
$9.41M 0.1%
46,948
-12,198
-21% -$2.42M
RSG icon
195
Republic Services
RSG
$65.7B
$9.37M 0.1%
38,682
– –
PCAR icon
196
PACCAR
PCAR
$70.1B
$9.34M 0.1%
95,893
– –
ETR icon
197
Entergy
ETR
$50B
$9.26M 0.1%
108,282
-17,332
-14% -$1.43M
BKR icon
198
Baker Hughes
BKR
$61.1B
$9.22M 0.1%
209,859
-29,228
-12% -$1.3M
AWK icon
199
American Water Works
AWK
$26.9B
$9.2M 0.1%
62,389
-17,383
-22% -$2.29M
PAYX icon
200
Paychex
PAYX
$42.7B
$9.2M 0.1%
59,610
– –
6 7
8
9 10

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IA
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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
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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.