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
$805M
AUM Growth
-$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$313K
3
+$284K
4
RIVN icon
Rivian
RIVN
+$246K
5
VMW
VMware, Inc
VMW
+$168K

Top Sells

1
+$39M
2
+$33.1M
3
+$29.4M
4
AMZN icon
Amazon
AMZN
+$16.8M
5
CHPT icon
ChargePoint
CHPT
+$10.9M

Sector Composition

1 Technology 24.55%
2 Healthcare 11.68%
3 Financials 11.1%
4 Consumer Discretionary 10.6%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$593K 0.07%
2,473
-1,776
252
$591K 0.07%
2,017
-1,426
253
$586K 0.07%
2,319
-1,608
254
$582K 0.07%
2,280
-1,592
255
$580K 0.07%
1,445
-1,004
256
$580K 0.07%
12,270
-8,499
257
$578K 0.07%
3,404
-2,302
258
$578K 0.07%
4,912
-3,535
259
$577K 0.07%
4,991
-3,647
260
$574K 0.07%
1,224
-863
261
$572K 0.07%
1,896
-1,407
262
$572K 0.07%
3,029
-2,130
263
$570K 0.07%
2,558
-1,779
264
$566K 0.07%
6,088
-3,766
265
$565K 0.07%
3,844
-2,670
266
$565K 0.07%
12,477
-8,776
267
$565K 0.07%
4,300
-2,806
268
$561K 0.07%
12,977
-9,092
269
$560K 0.07%
8,385
-5,776
270
$559K 0.07%
4,897
-3,597
271
$556K 0.07%
6,139
-4,262
272
$547K 0.07%
860
-601
273
$546K 0.07%
1,032
-723
274
$544K 0.07%
3,871
-2,719
275
$532K 0.07%
2,274
-1,590
9 10
11
12 13