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
$2.66B
AUM Growth
-$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$704K
3
+$496K
4
LEAF
Leaf Group Ltd.
LEAF
+$425K
5
PHX
PHX Minerals
PHX
+$402K

Top Sells

1
+$73M
2
+$51.9M
3
+$49.9M
4
XOM icon
Exxon Mobil
XOM
+$40.5M
5
GE icon
GE Aerospace
GE
+$37.2M

Sector Composition

1 Technology 14.4%
2 Healthcare 14.33%
3 Financials 14.07%
4 Industrials 10.22%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.2M 0.08%
27,595
-28,677
252
$2.18M 0.08%
24,149
-25,828
253
$2.17M 0.08%
18,736
-13,762
254
$2.15M 0.08%
38,123
-40,674
255
$2.12M 0.08%
52,248
-55,596
256
$2.11M 0.08%
68,145
-72,043
257
$2.11M 0.08%
20,914
-22,279
258
$2.1M 0.08%
22,554
-24,556
259
$2.1M 0.08%
59,377
-63,335
260
$2.02M 0.08%
15,386
-16,892
261
$2.01M 0.08%
31,135
-33,236
262
$2M 0.08%
24,795
-26,475
263
$1.98M 0.07%
18,048
-19,342
264
$1.95M 0.07%
35,346
-37,563
265
$1.95M 0.07%
19,839
-24,322
266
$1.95M 0.07%
21,943
-27,325
267
$1.94M 0.07%
24,477
-26,239
268
$1.91M 0.07%
14,078
-14,964
269
$1.91M 0.07%
30,166
-32,027
270
$1.91M 0.07%
33,227
-35,118
271
$1.9M 0.07%
47,400
-50,262
272
$1.89M 0.07%
34,220
-36,290
273
$1.89M 0.07%
16,266
-17,537
274
$1.88M 0.07%
15,841
-16,867
275
$1.88M 0.07%
7,695
-8,168
9 10
11
12 13