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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
NVDA icon
1
NVIDIA
NVDA
$5.01T
$757M 7.21%
4,790,898
+160,912
+3% +$20.3M
MSFT icon
2
Microsoft
MSFT
$2.84T
$688M 6.55%
1,382,344
+50,691
+4% +$22M
AAPL icon
3
Apple
AAPL
$4.89T
$602M 5.73%
2,932,508
+105,632
+4% +$21.3M
AMZN icon
4
Amazon
AMZN
$2.5T
$402M 3.83%
1,833,933
+86,792
+5% +$17.2M
META icon
5
Meta Platforms (Facebook)
META
$1.51T
$312M 2.97%
422,639
+18,076
+4% +$11.2M
AVGO icon
6
Broadcom
AVGO
$1.82T
$242M 2.3%
876,992
+34,251
+4% +$7.44M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.91T
$195M 1.86%
1,106,600
+50,710
+5% +$8.3M
TSLA icon
8
Tesla
TSLA
$1.24T
$180M 1.72%
567,766
+22,592
+4% +$6.81M
GOOG icon
9
Alphabet (Google) Class C
GOOG
$3.9T
$178M 1.69%
1,003,162
+20,512
+2% +$3.39M
JPM icon
10
JPMorgan Chase
JPM
$939B
$155M 1.48%
536,123
+12,955
+2% +$3.31M
LLY icon
11
Eli Lilly
LLY
$1.07T
$123M 1.17%
158,272
+5,972
+4% +$4.64M
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.07T
$121M 1.16%
250,069
+10,158
+4% +$5.16M
V icon
13
Visa
V
$677B
$120M 1.14%
336,687
+10,099
+3% +$3.52M
NFLX icon
14
Netflix
NFLX
$292B
$111M 1.06%
828,890
+34,390
+4% +$3.89M
MA icon
15
Mastercard
MA
$477B
$90.1M 0.86%
160,368
+4,656
+3% +$2.57M
XOM icon
16
ExxonMobil
XOM
$651B
$86.6M 0.82%
803,375
+23,329
+3% +$2.49M
COST icon
17
Costco
COST
$415B
$82.6M 0.79%
83,402
+2,493
+3% +$2.48M
WMT icon
18
Walmart Inc
WMT
$871B
$81.1M 0.77%
829,310
+31,347
+4% +$2.99M
PG icon
19
Procter & Gamble
PG
$343B
$74.4M 0.71%
467,011
+14,364
+3% +$2.34M
JNJ icon
20
Johnson & Johnson
JNJ
$635B
$72.5M 0.69%
474,377
+17,131
+4% +$2.63M
ORCL icon
21
Oracle
ORCL
$331B
$71.3M 0.68%
326,134
+11,536
+4% +$1.86M
HD icon
22
Home Depot
HD
$332B
$71.1M 0.68%
193,994
+9,321
+5% +$3.37M
BAC icon
23
Bank of America
BAC
$435B
$66.4M 0.63%
1,402,856
+113,214
+9% +$4.76M
ABBV icon
24
AbbVie
ABBV
$458B
$64.4M 0.61%
346,697
+12,093
+4% +$2.25M
PLTR icon
25
Palantir
PLTR
$295B
$56.3M 0.54%
412,888
+29,898
+8% +$3.51M
1
2 3 4 5

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IA
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AT
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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
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RFC
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GF
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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.