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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
WCN
201
Waste Connections
WCN
$42B
$9.77M 0.09%
52,337
+2,526
+5% +$487K
EW icon
202
Edwards Lifesciences
EW
$51.7B
$9.72M 0.09%
124,259
+2,930
+2% +$219K
EA
203
DELISTED
Electronic Arts
EA
$9.71M 0.09%
60,786
-1,010
-2% -$149K
HIG icon
204
Hartford Financial Services
HIG
$39.3B
$9.56M 0.09%
75,380
-1,211
-2% -$150K
COR icon
205
Cencora
COR
$61.2B
$9.51M 0.09%
31,723
-576
-2% -$166K
BDX icon
206
Becton Dickinson
BDX
$48.7B
$9.49M 0.09%
55,117
+1,494
+3% +$274K
PCAR icon
207
PACCAR
PCAR
$70.1B
$9.4M 0.09%
98,902
+3,009
+3% +$278K
IDXX icon
208
Idexx Laboratories
IDXX
$46.2B
$9.36M 0.09%
17,443
-3
-0% -$1.44K
GWW icon
209
W.W. Grainger
GWW
$60.2B
$9.35M 0.09%
8,989
+669
+8% +$695K
FAST icon
210
Fastenal
FAST
$59.5B
$9.35M 0.09%
222,538
+12,804
+6% +$519K
FERG icon
211
Ferguson
FERG
$49.8B
$9.18M 0.09%
42,155
+1,204
+3% +$222K
CMI icon
212
Cummins
CMI
$88.7B
$9.16M 0.09%
27,964
+1,202
+4% +$372K
VRT icon
213
Vertiv
VRT
$105B
$9.14M 0.09%
71,194
+1,162
+2% +$113K
FDX icon
214
FedEx
FDX
$75.4B
$9.14M 0.09%
40,216
+59
+0.1% +$12.9K
TRGP icon
215
Targa Resources
TRGP
$55.1B
$9.14M 0.09%
52,489
+5,541
+12% +$931K
GM icon
216
General Motors
GM
$76.8B
$9.08M 0.09%
184,558
-28,912
-14% -$1.37M
PAYX icon
217
Paychex
PAYX
$42.7B
$9.06M 0.09%
62,277
+2,667
+4% +$402K
ETR icon
218
Entergy
ETR
$50B
$9.02M 0.09%
108,566
+284
+0.3% +$23.5K
VRSK icon
219
Verisk Analytics
VRSK
$25B
$9.02M 0.09%
28,941
+1,006
+4% +$305K
TGT icon
220
Target
TGT
$68B
$8.97M 0.09%
90,903
+3,044
+3% +$292K
AWK icon
221
American Water Works
AWK
$26.9B
$8.92M 0.08%
64,099
+1,710
+3% +$245K
HES
222
DELISTED
Hess
HES
$8.92M 0.08%
64,354
+3,486
+6% +$471K
MNST icon
223
Monster Beverage
MNST
$88.4B
$8.8M 0.08%
140,560
+2,009
+1% +$123K
MPC icon
224
Marathon Petroleum
MPC
$83.7B
$8.76M 0.08%
52,736
-3,731
-7% -$559K
CBRE icon
225
CBRE Group
CBRE
$42.9B
$8.73M 0.08%
62,287
+3,936
+7% +$498K
7 8
9
10 11

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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.