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
251
$442K 0.08%
9,650
+3,664
252
$441K 0.08%
18,765
+6,694
253
$441K 0.08%
10,393
+2,988
254
$441K 0.08%
2,447
+916
255
$440K 0.08%
9,356
+3,560
256
$440K 0.08%
4,401
+1,344
257
$436K 0.08%
21,223
+6,641
258
$431K 0.08%
6,532
+2,474
259
$430K 0.08%
17,439
+6,893
260
$426K 0.08%
8,136
+3,056
261
$424K 0.08%
3,394
+788
262
$423K 0.08%
5,804
+2,232
263
$419K 0.08%
26,824
+10,144
264
$407K 0.07%
5,760
+2,180
265
$407K 0.07%
28,771
+10,828
266
$406K 0.07%
5,523
+2,084
267
$405K 0.07%
2,862
+1,033
268
$399K 0.07%
14,019
+3,401
269
$399K 0.07%
7,279
+2,734
270
$397K 0.07%
16,057
+5,498
271
$395K 0.07%
6,722
+2,509
272
$395K 0.07%
11,099
+4,167
273
$395K 0.07%
6,821
+2,560
274
$394K 0.07%
7,285
+2,739
275
$393K 0.07%
30,050
+11,400