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
276
$4.01M 0.08%
176,092
-3,415
277
$3.98M 0.08%
81,290
-562
278
$3.94M 0.08%
49,011
-996
279
$3.91M 0.08%
56,342
-1,524
280
$3.9M 0.07%
76,121
-588
281
$3.88M 0.07%
53,172
-1,494
282
$3.87M 0.07%
323,024
-6,776
283
$3.87M 0.07%
60,549
-1,005
284
$3.83M 0.07%
152,023
-3,756
285
$3.82M 0.07%
127,372
-10,166
286
$3.79M 0.07%
57,349
-1,110
287
$3.79M 0.07%
80,611
-369
288
$3.79M 0.07%
91,896
+3,199
289
$3.78M 0.07%
66,309
-1,320
290
$3.77M 0.07%
75,166
-506
291
$3.77M 0.07%
14,918
-275
292
$3.75M 0.07%
355,634
-8,419
293
$3.75M 0.07%
114,988
-5,216
294
$3.75M 0.07%
16,784
+881
295
$3.73M 0.07%
91,478
-24
296
$3.72M 0.07%
302,072
-3,308
297
$3.7M 0.07%
107,116
-644
298
$3.7M 0.07%
38,190
-533
299
$3.69M 0.07%
25,458
-105
300
$3.68M 0.07%
57,791
-2,617
10 11
12
13 14