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II

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
XEL icon
201
Xcel Energy
XEL
$48.8B
$10.3M 0.09%
129,457
+2,737
+2% +$198K
MPC icon
202
Marathon Petroleum
MPC
$83.7B
$10.2M 0.09%
51,410
-1,326
-3% -$233K
AVB icon
203
AvalonBay Communities
AVB
$26.8B
$10.2M 0.09%
52,186
+338
+0.7% +$65.8K
WDAY icon
204
Workday
WDAY
$44.4B
$10.1M 0.09%
41,085
+39
+0.1% +$9.02K
ROP icon
205
Roper Technologies
ROP
$39.8B
$10.1M 0.09%
20,281
+232
+1% +$124K
CARR icon
206
Carrier Global
CARR
$52.8B
$10.1M 0.09%
171,221
-4,348
-2% -$295K
FCX icon
207
Freeport-McMoran
FCX
$97.5B
$9.91M 0.09%
277,250
+4,437
+2% +$192K
HIG icon
208
Hartford Financial Services
HIG
$39.3B
$9.88M 0.09%
74,235
-1,145
-2% -$147K
COR icon
209
Cencora
COR
$61.2B
$9.86M 0.09%
32,108
+385
+1% +$113K
CTVA icon
210
Corteva
CTVA
$51.3B
$9.86M 0.09%
144,737
+2,243
+2% +$163K
ROST icon
211
Ross Stores
ROST
$81.9B
$9.77M 0.09%
64,468
+1,226
+2% +$175K
VRT icon
212
Vertiv
VRT
$105B
$9.73M 0.09%
70,224
-970
-1% -$129K
AMP icon
213
Ameriprise Financial
AMP
$48.8B
$9.73M 0.09%
19,479
-514
-3% -$263K
FDX icon
214
FedEx
FDX
$75.4B
$9.58M 0.08%
40,299
+83
+0.2% +$19.1K
AIG icon
215
American International
AIG
$41.3B
$9.56M 0.08%
122,561
-2,394
-2% -$191K
CBRE icon
216
CBRE Group
CBRE
$42.9B
$9.54M 0.08%
60,351
-1,936
-3% -$299K
EW icon
217
Edwards Lifesciences
EW
$51.7B
$9.5M 0.08%
124,617
+358
+0.3% +$28K
PDD icon
218
Pinduoduo
PDD
$131B
$9.36M 0.08%
72,022
+44,246
+159% +$5.24M
APD icon
219
Air Products & Chemicals
APD
$67.6B
$9.36M 0.08%
35,069
-1,877
-5% -$543K
RSG icon
220
Republic Services
RSG
$65.7B
$9.33M 0.08%
40,879
+644
+2% +$151K
VLO icon
221
Valero Energy
VLO
$85.9B
$9.31M 0.08%
53,027
-1,123
-2% -$167K
PSX icon
222
Phillips 66
PSX
$81.4B
$9.3M 0.08%
66,720
+601
+0.9% +$77K
FERG icon
223
Ferguson
FERG
$49.8B
$9.27M 0.08%
41,047
-1,108
-3% -$251K
TRGP icon
224
Targa Resources
TRGP
$55.1B
$9.27M 0.08%
53,216
+727
+1% +$121K
ES icon
225
Eversource Energy
ES
$27.2B
$9.16M 0.08%
131,310
+460
+0.4% +$30.2K
7 8
9
10 11

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UM
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FCAS
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RFC
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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.