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
$543M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.15M
3
+$7.41M
4
META icon
Meta Platforms (Facebook)
META
+$3.56M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.2M

Top Sells

1
+$129M
2
+$3.14M
3
+$1.31M
4
FANG icon
Diamondback Energy
FANG
+$341K
5
RCL icon
Royal Caribbean
RCL
+$334K

Sector Composition

1 Technology 23.38%
2 Healthcare 15.66%
3 Financials 13.53%
4 Communication Services 10.54%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$486K 0.09%
3,301
+1,270
227
$485K 0.09%
3,101
+1,157
228
$482K 0.09%
9,908
+2,444
229
$481K 0.09%
35,640
+12,278
230
$480K 0.09%
17,550
+5,034
231
$480K 0.09%
7,630
+2,880
232
$474K 0.09%
560
+211
233
$473K 0.09%
3,495
+1,301
234
$468K 0.09%
5,596
+2,112
235
$468K 0.09%
5,687
+1,549
236
$466K 0.09%
5,983
+2,216
237
$465K 0.09%
10,897
+3,315
238
$465K 0.09%
7,381
+2,775
239
$460K 0.08%
13,070
+4,944
240
$457K 0.08%
5,089
+1,940
241
$456K 0.08%
1,963
+743
242
$453K 0.08%
8,273
+3,125
243
$453K 0.08%
8,499
+3,173
244
$450K 0.08%
4,172
+1,552
245
$449K 0.08%
3,392
+1,286
246
$448K 0.08%
5,911
+973
247
$447K 0.08%
15,682
+5,057
248
$447K 0.08%
92,619
+34,940
249
$447K 0.08%
482
+120
250
$446K 0.08%
6,535
+2,417
8 9
10
11 12