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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
NVDA icon
1
NVIDIA
NVDA
$5.01T
$853M 7.5%
4,787,798
-3,100
-0.1% -$540K
AAPL icon
2
Apple
AAPL
$4.89T
$744M 6.54%
2,913,522
-18,986
-0.6% -$4.29M
MSFT icon
3
Microsoft
MSFT
$2.84T
$705M 6.2%
1,379,214
-3,130
-0.2% -$1.6M
AMZN icon
4
Amazon
AMZN
$2.5T
$403M 3.54%
1,832,257
-1,676
-0.1% -$379K
META icon
5
Meta Platforms (Facebook)
META
$1.51T
$312M 2.74%
418,947
-3,692
-0.9% -$2.75M
AVGO icon
6
Broadcom
AVGO
$1.82T
$293M 2.58%
876,604
-388
-0% -$119K
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.91T
$271M 2.39%
1,100,926
-5,674
-0.5% -$1.19M
TSLA icon
8
Tesla
TSLA
$1.24T
$250M 2.2%
567,747
-19
-0% -$6.59K
GOOG icon
9
Alphabet (Google) Class C
GOOG
$3.9T
$247M 2.17%
997,324
-5,838
-0.6% -$1.23M
JPM icon
10
JPMorgan Chase
JPM
$939B
$169M 1.48%
533,538
-2,585
-0.5% -$769K
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.07T
$126M 1.11%
251,745
+1,676
+0.7% +$812K
LLY icon
12
Eli Lilly
LLY
$1.07T
$114M 1%
157,572
-700
-0.4% -$521K
V icon
13
Visa
V
$677B
$113M 0.99%
334,967
-1,720
-0.5% -$595K
NFLX icon
14
Netflix
NFLX
$292B
$99.9M 0.88%
825,020
-3,870
-0.5% -$472K
MA icon
15
Mastercard
MA
$477B
$94.2M 0.83%
166,662
+6,294
+4% +$3.61M
XOM icon
16
ExxonMobil
XOM
$651B
$93.8M 0.82%
799,961
-3,414
-0.4% -$380K
ORCL icon
17
Oracle
ORCL
$331B
$93M 0.82%
328,222
+2,088
+0.6% +$532K
INDA icon
18
iShares MSCI India ETF
INDA
$6.71B
$93M 0.82%
+1,780,559
New +$95.2M
WMT icon
19
Walmart Inc
WMT
$871B
$85.3M 0.75%
826,567
-2,743
-0.3% -$273K
JNJ icon
20
Johnson & Johnson
JNJ
$635B
$84.9M 0.75%
472,531
-1,846
-0.4% -$316K
HD icon
21
Home Depot
HD
$332B
$79.5M 0.7%
193,761
-233
-0.1% -$91.6K
PLTR icon
22
Palantir
PLTR
$295B
$77.6M 0.68%
436,896
+24,008
+6% +$3.89M
COST icon
23
Costco
COST
$415B
$76.3M 0.67%
83,294
-108
-0.1% -$104K
ABBV icon
24
AbbVie
ABBV
$458B
$76.2M 0.67%
345,297
-1,400
-0.4% -$285K
BAC icon
25
Bank of America
BAC
$435B
$72.8M 0.64%
1,393,483
-9,373
-0.7% -$457K
1
2 3 4 5

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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 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.