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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
TGT icon
201
Target
TGT
$68B
$9.17M 0.1%
87,859
– –
KDP icon
202
Keurig Dr Pepper
KDP
$40.8B
$9.15M 0.1%
267,318
-4,772
-2% -$155K
COR icon
203
Cencora
COR
$61.2B
$8.98M 0.1%
32,299
-735
-2% -$185K
WDAY icon
204
Workday
WDAY
$44.4B
$8.95M 0.1%
38,322
– –
EA
205
DELISTED
Electronic Arts
EA
$8.93M 0.1%
61,796
– –
XEL icon
206
Xcel Energy
XEL
$48.8B
$8.87M 0.1%
125,297
-35,702
-22% -$2.43M
EW icon
207
Edwards Lifesciences
EW
$51.7B
$8.79M 0.1%
121,329
– –
KMB icon
208
Kimberly-Clark
KMB
$36.5B
$8.75M 0.09%
61,499
– –
CTVA icon
209
Corteva
CTVA
$51.3B
$8.74M 0.09%
138,855
-1,774
-1% -$110K
CPRT icon
210
Copart
CPRT
$27.5B
$8.63M 0.09%
152,482
– –
KVUE icon
211
Kenvue
KVUE
$36.9B
$8.62M 0.09%
359,416
+4,478
+1% +$99.1K
INVH icon
212
Invitation Homes
INVH
$18B
$8.56M 0.09%
245,724
-22,184
-8% -$717K
FICO icon
213
Fair Isaac
FICO
$22.5B
$8.47M 0.09%
4,591
-35
-0.8% -$64.8K
URI icon
214
United Rentals
URI
$72.4B
$8.45M 0.09%
13,479
– –
PRU icon
215
Prudential Financial
PRU
$41.8B
$8.44M 0.09%
75,559
– –
MAA icon
216
Mid-America Apartment Communities
MAA
$15.7B
$8.43M 0.09%
50,299
-2,818
-5% -$446K
CMI icon
217
Cummins
CMI
$88.7B
$8.39M 0.09%
26,762
– –
SE icon
218
Sea Limited
SE
$69.5B
$8.37M 0.09%
64,118
-754
-1% -$93.5K
PSX icon
219
Phillips 66
PSX
$81.4B
$8.35M 0.09%
67,621
+4,766
+8% +$587K
DFS
220
DELISTED
Discover Financial Services
DFS
$8.33M 0.09%
48,805
– –
VRSK icon
221
Verisk Analytics
VRSK
$25B
$8.31M 0.09%
27,935
– –
MPC icon
222
Marathon Petroleum
MPC
$83.7B
$8.23M 0.09%
56,467
+5,653
+11% +$837K
GWW icon
223
W.W. Grainger
GWW
$60.2B
$8.22M 0.09%
8,320
– –
ES icon
224
Eversource Energy
ES
$27.2B
$8.22M 0.09%
132,269
-15,660
-11% -$934K
FAST icon
225
Fastenal
FAST
$59.5B
$8.13M 0.09%
209,734
+5,220
+3% +$196K
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
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.