We are live on ! Find out more
II

IFM Investors Portfolio holdings

AUM $15.1B
1-Year Est. Return 40.57%
This Fund
S&P 500
This Quarter Est. Return
+26.1%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$15.1B
AUM Growth
+$3.12B
Cap. Flow
+$1.4B
Cap. Flow %
9.26%
Top 10 Hldgs %
34.63%
Holding
701
New
15
Increased
533
Reduced
68
Closed
60

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$153M
2
AAPL icon
Apple
AAPL
+$95.6M
3
MSFT icon
Microsoft
MSFT
+$66.3M
4
AMZN icon
Amazon
AMZN
+$65.7M
5
NVDA icon
NVIDIA
NVDA
+$57.1M

Top Sells

Rank Stock Value
1
ALLE icon
Allegion
ALLE
+$44.9M
2
AER icon
AerCap
AER
+$12.7M
3
HON icon
Honeywell
HON
+$7.53M
4
CCL icon
Carnival Corporation Ltd
CCL
+$5.54M
5
CTRA
Coterra Energy
CTRA
+$4.97M

Sector Composition

Rank Sector Weight
1 Technology 37.17%
2 Financials 11.29%
3 Communication Services 9.8%
4 Consumer Discretionary 9.35%
5 Healthcare 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBD icon
201
Warner Bros
WBD
$64.6B
$14.3M 0.09%
534,940
+67,599
+14% +$1.83M
LITE icon
202
Lumentum
LITE
$59.4B
$14.2M 0.09%
16,601
+1,932
+13% +$1.72M
TGT icon
203
Target
TGT
$62.1B
$14.2M 0.09%
109,022
+14,959
+16% +$1.9M
HCA icon
204
HCA Healthcare
HCA
$84.8B
$14M 0.09%
35,839
+2,319
+7% +$980K
WEC icon
205
WEC Energy
WEC
$37.7B
$13.9M 0.09%
119,219
+13,943
+13% +$1.59M
KEYS icon
206
Keysight
KEYS
$54.5B
$13.9M 0.09%
39,728
+5,468
+16% +$1.86M
ETR icon
207
Entergy
ETR
$54.1B
$13.9M 0.09%
120,836
+7,017
+6% +$791K
FLEX icon
208
Flex
FLEX
$43.4B
$13.9M 0.09%
85,480
+3,284
+4% +$398K
PCAR icon
209
PACCAR
PCAR
$69.6B
$13.7M 0.09%
114,327
+12,960
+13% +$1.53M
CARR icon
210
Carrier Global
CARR
$57.2B
$13.6M 0.09%
184,995
+6,868
+4% +$449K
ALL icon
211
Allstate
ALL
$66.9B
$13.6M 0.09%
57,017
+6,060
+12% +$1.32M
MET icon
212
MetLife
MET
$61B
$13.5M 0.09%
159,972
+9,590
+6% +$773K
MPC icon
213
Marathon Petroleum
MPC
$90.3B
$13.5M 0.09%
52,906
+2,624
+5% +$644K
CTVA icon
214
Corteva
CTVA
$59.7B
$13.5M 0.09%
159,009
+19,163
+14% +$1.54M
TEL icon
215
TE Connectivity
TEL
$58.8B
$13.4M 0.09%
66,476
+6,447
+11% +$1.37M
AFL icon
216
Aflac
AFL
$63.9B
$13.3M 0.09%
113,717
+1,816
+2% +$209K
CTAS icon
217
Cintas
CTAS
$82.4B
$13.2M 0.09%
77,807
+4,196
+6% +$725K
GWW icon
218
W.W. Grainger
GWW
$65.3B
$13.2M 0.09%
9,689
+637
+7% +$785K
ROK icon
219
Rockwell Automation
ROK
$51.4B
$13.2M 0.09%
26,610
+629
+2% +$274K
EW icon
220
Edwards Lifesciences
EW
$47.6B
$13.1M 0.09%
145,101
+11,761
+9% +$985K
AJG icon
221
Arthur J. Gallagher & Co
AJG
$63.7B
$13.1M 0.09%
57,035
+6,682
+13% +$1.42M
STT icon
222
State Street
STT
$50.9B
$12.9M 0.09%
75,952
-8,582
-10% -$1.32M
KKR icon
223
KKR & Co
KKR
$89.2B
$12.7M 0.08%
138,671
+17,184
+14% +$1.67M
NBIS
224
Nebius Group N.V.
NBIS
$47.7B
$12.7M 0.08%
46,057
+6,227
+16% +$1.23M
FAST icon
225
Fastenal
FAST
$54B
$12.7M 0.08%
263,886
+29,489
+13% +$1.34M
7 8
9
10 11

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
MSV
MN Services Vermogensbeheer The Hague, Netherlands $15.1B AUM 26.53% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 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

IFM Investors's Q2 2026 Portfolio in Review

As of Q2 2026, IFM Investors held 701 positions worth $15.1B, up 26% from $12B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors deployed $1.4B of net new capital in Q2 2026, opening 15 new positions and adding to 533 existing holdings. Its largest new stake was Advanced Micro Devices: 373,215 shares worth $217M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 32% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Allegion, an estimated $44.9M trimmed.

  • IFM Investors's largest Q2 2026 buy was Advanced Micro Devices: 373,215 shares worth $217M.
  • IFM Investors added most to Apple in Q2 2026, an estimated $95.6M increase.
  • IFM Investors's biggest Q2 2026 reduction was Allegion, cutting an estimated $44.9M.
  • IFM Investors fully exited Carnival Corporation Ltd in Q2 2026, selling an estimated $5.54M.
  • IFM Investors's ten largest holdings make up 35% of its $15.1B portfolio in Q2 2026.
  • IFM Investors opened 15 new positions and closed 60 in Q2 2026.
  • IFM Investors's portfolio value rose 26% quarter-over-quarter to $15.1B.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.