IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.05%
This Quarter Est. Return
1 Year Est. Return
-12.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.21B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$4.56M
3
+$4.41M
4
KMI icon
Kinder Morgan
KMI
+$3.7M
5
META icon
Meta Platforms (Facebook)
META
+$3.02M

Top Sells

1
+$24.8M
2
+$13.9M
3
+$4.29M
4
XOM icon
Exxon Mobil
XOM
+$3.85M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$3.58M

Sector Composition

1 Financials 14.41%
2 Technology 13.63%
3 Healthcare 13.2%
4 Industrials 10.78%
5 Energy 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.81M 0.09%
128,322
-560
227
$4.79M 0.09%
82,889
-902
228
$4.78M 0.09%
65,731
-565
229
$4.78M 0.09%
51,568
-726
230
$4.75M 0.09%
38,025
-453
231
$4.75M 0.09%
76,200
+2,619
232
$4.74M 0.09%
157,884
-4,672
233
$4.67M 0.09%
33,049
-181
234
$4.67M 0.09%
396,600
-1,750
235
$4.67M 0.09%
173,071
-6,679
236
$4.67M 0.09%
65,878
-799
237
$4.66M 0.09%
219,398
-6,591
238
$4.59M 0.09%
39,032
-220
239
$4.58M 0.09%
51,972
+96
240
$4.57M 0.09%
781
-7
241
$4.57M 0.09%
637,170
+3,900
242
$4.56M 0.09%
66,519
-1,824
243
$4.56M 0.09%
+96,146
244
$4.54M 0.09%
36,591
-1,592
245
$4.52M 0.09%
79,270
-4,829
246
$4.48M 0.09%
8,410
-216
247
$4.42M 0.08%
44,121
-565
248
$4.42M 0.08%
25,928
+885
249
$4.42M 0.08%
124,002
+9,342
250
$4.39M 0.08%
35,317
-651
8 9
10
11 12