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
276
$1.87M 0.07%
27,518
-29,162
277
$1.87M 0.07%
18,019
-18,953
278
$1.86M 0.07%
49,694
-52,847
279
$1.86M 0.07%
45,769
-48,767
280
$1.86M 0.07%
18,573
-15,117
281
$1.86M 0.07%
8,821
-9,500
282
$1.86M 0.07%
42,350
-45,906
283
$1.86M 0.07%
37,672
-39,925
284
$1.85M 0.07%
8,740
-9,327
285
$1.85M 0.07%
59,652
-63,456
286
$1.83M 0.07%
22,508
-24,183
287
$1.82M 0.07%
28,344
-5,606
288
$1.81M 0.07%
105,583
-91,739
289
$1.8M 0.07%
41,940
-45,921
290
$1.79M 0.07%
182,700
-195,000
291
$1.79M 0.07%
7,367
-7,877
292
$1.79M 0.07%
32,518
-28,958
293
$1.78M 0.07%
25,166
-26,617
294
$1.77M 0.07%
138,408
-146,288
295
$1.75M 0.07%
42,212
-44,986
296
$1.75M 0.07%
20,055
-21,451
297
$1.74M 0.07%
9,265
-9,834
298
$1.73M 0.07%
20,240
-21,636
299
$1.73M 0.07%
15,675
-16,536
300
$1.72M 0.06%
62,158
-66,914
10 11
12
13 14