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
$5.25B
AUM Growth
-$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$5.33M
3
+$4.35M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
QRVO icon
Qorvo
QRVO
+$2.63M

Top Sells

1
+$9.47M
2
+$8.08M
3
+$5.93M
4
PCYC
PHARMACYCLICS INC
PCYC
+$3.85M
5
XOM icon
Exxon Mobil
XOM
+$3.82M

Sector Composition

1 Healthcare 15.15%
2 Financials 14.82%
3 Technology 13.9%
4 Industrials 10.24%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.98M 0.08%
142,963
-3,591
277
$3.98M 0.08%
38,165
+5,516
278
$3.97M 0.08%
84,799
+4,187
279
$3.96M 0.08%
37,597
-1,245
280
$3.96M 0.08%
98,209
-133
281
$3.95M 0.08%
105,306
-2,384
282
$3.95M 0.08%
33,923
-2,745
283
$3.87M 0.07%
166,312
-4,111
284
$3.85M 0.07%
16,279
+1,902
285
$3.84M 0.07%
65,190
-2,239
286
$3.82M 0.07%
51,327
-4,191
287
$3.78M 0.07%
42,633
+1,450
288
$3.77M 0.07%
73,684
-4,067
289
$3.74M 0.07%
157,518
+1,656
290
$3.72M 0.07%
70,610
+3,091
291
$3.72M 0.07%
79,283
-863
292
$3.7M 0.07%
57,544
-5,971
293
$3.69M 0.07%
71,971
-519
294
$3.67M 0.07%
114,528
-1,866
295
$3.67M 0.07%
184,953
-1,459
296
$3.67M 0.07%
61,900
-3,472
297
$3.63M 0.07%
31,606
-109
298
$3.63M 0.07%
87,626
+1,944
299
$3.62M 0.07%
140,939
+1,702
300
$3.6M 0.07%
53,228
+607
10 11
12
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