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
$1.16B
AUM Growth
+$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$15.9M
3 +$14.4M
4
AMZN icon
Amazon
AMZN
+$12.2M
5
META icon
Meta Platforms (Facebook)
META
+$5.75M

Sector Composition

1 Technology 22.83%
2 Healthcare 12.6%
3 Financials 10.72%
4 Consumer Discretionary 10.64%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$873K 0.08%
4,182
+1,175
227
$867K 0.07%
5,528
+1,553
228
$862K 0.07%
10,369
+2,911
229
$862K 0.07%
4,100
+1,151
230
$853K 0.07%
5,889
+1,653
231
$853K 0.07%
25,163
+7,066
232
$851K 0.07%
21,426
+6,018
233
$847K 0.07%
10,889
+3,058
234
$844K 0.07%
126,762
+35,596
235
$839K 0.07%
23,089
+6,485
236
$839K 0.07%
37,220
+10,452
237
$837K 0.07%
18,003
+5,053
238
$832K 0.07%
10,429
+2,928
239
$831K 0.07%
2,537
+712
240
$828K 0.07%
30,079
+7,874
241
$828K 0.07%
7,940
+2,230
242
$826K 0.07%
7,418
+2,084
243
$820K 0.07%
12,135
+2,421
244
$813K 0.07%
10,744
+3,019
245
$809K 0.07%
15,744
+4,768
246
$807K 0.07%
15,558
+3,984
247
$806K 0.07%
1,697
+477
248
$801K 0.07%
15,123
+4,399
249
$799K 0.07%
3,738
+1,050
250
$799K 0.07%
4,659
+1,309