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
251
$4.37M 0.08%
78,026
+8,137
252
$4.34M 0.08%
69,844
-2,100
253
$4.33M 0.08%
58,629
-1,408
254
$4.32M 0.08%
60,634
-1,167
255
$4.32M 0.08%
340,044
-8,016
256
$4.31M 0.08%
80,133
+701
257
$4.29M 0.08%
74,735
-540
258
$4.29M 0.08%
69,935
-1,514
259
$4.26M 0.08%
20,661
-160
260
$4.25M 0.08%
48,836
-1,393
261
$4.22M 0.08%
193,073
+501
262
$4.19M 0.08%
111,619
-2,926
263
$4.16M 0.08%
57,642
-1,895
264
$4.13M 0.08%
111,213
-144
265
$4.13M 0.08%
28,736
+1,705
266
$4.12M 0.08%
33,382
+388
267
$4.12M 0.08%
412,245
-15,075
268
$4.11M 0.08%
71,108
-239
269
$4.11M 0.08%
115,329
-1,890
270
$4.1M 0.08%
128,055
-147
271
$4.1M 0.08%
127,809
-1,170
272
$4.07M 0.08%
90,063
-590
273
$4.05M 0.08%
82,284
+4,830
274
$4.03M 0.08%
73,989
-1,559
275
$4.01M 0.08%
88,227
-351
9 10
11
12 13