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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
AAPL icon
1
Apple
AAPL
$4.93T
$628M 6.81%
2,826,876
-23,969
-0.8% -$5.55M
NVDA icon
2
NVIDIA
NVDA
$4.93T
$502M 5.44%
4,629,986
-15,915
-0.3% -$2.02M
MSFT icon
3
Microsoft
MSFT
$2.9T
$500M 5.42%
1,331,653
+243
+0% +$99.1K
AMZN icon
4
Amazon
AMZN
$2.52T
$332M 3.6%
1,747,141
+7,445
+0.4% +$1.62M
META icon
5
Meta Platforms (Facebook)
META
$1.53T
$233M 2.53%
404,563
-1,534
-0.4% -$990K
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.02T
$163M 1.77%
1,055,890
-3,556
-0.3% -$645K
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.02T
$154M 1.66%
982,650
-7,659
-0.8% -$1.4M
TSLA icon
8
Tesla
TSLA
$1.24T
$141M 1.53%
545,174
+4,801
+0.9% +$1.6M
AVGO icon
9
Broadcom
AVGO
$1.83T
$141M 1.53%
842,741
+3,974
+0.5% +$841K
JPM icon
10
JPMorgan Chase
JPM
$954B
$128M 1.39%
523,168
-5,228
-1% -$1.33M
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.07T
$128M 1.38%
239,911
+2,612
+1% +$1.27M
LLY icon
12
Eli Lilly
LLY
$1.07T
$126M 1.36%
152,300
-1,216
-0.8% -$1.01M
V icon
13
Visa
V
$685B
$114M 1.24%
326,588
+13,728
+4% +$4.65M
XOM icon
14
ExxonMobil
XOM
$640B
$92.8M 1.01%
780,046
-1,756
-0.2% -$194K
UNH icon
15
UnitedHealth
UNH
$381B
$91.8M 0.99%
175,277
+346
+0.2% +$177K
MA icon
16
Mastercard
MA
$484B
$85.3M 0.93%
155,712
-2,127
-1% -$1.16M
PG icon
17
Procter & Gamble
PG
$346B
$77.1M 0.84%
452,647
-1,204
-0.3% -$202K
COST icon
18
Costco
COST
$419B
$76.5M 0.83%
80,909
+1,122
+1% +$1.09M
JNJ icon
19
Johnson & Johnson
JNJ
$638B
$75.8M 0.82%
457,246
+3,347
+0.7% +$524K
NFLX icon
20
Netflix
NFLX
$293B
$74.1M 0.8%
794,500
-5,630
-0.7% -$535K
ABBV icon
21
AbbVie
ABBV
$462B
$70.1M 0.76%
334,604
+3,741
+1% +$727K
WMT icon
22
Walmart Inc
WMT
$878B
$70.1M 0.76%
797,963
-1,658
-0.2% -$156K
HD icon
23
Home Depot
HD
$338B
$67.7M 0.73%
184,673
-956
-0.5% -$373K
KO icon
24
Coca-Cola
KO
$357B
$54.6M 0.59%
762,841
+3,837
+0.5% +$256K
BAC icon
25
Bank of America
BAC
$442B
$53.8M 0.58%
1,289,642
-17,070
-1% -$761K
1
2 3 4 5

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 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.