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
276
$391K 0.07%
16,539
+5,724
277
$390K 0.07%
565
+208
278
$388K 0.07%
5,389
+2,017
279
$386K 0.07%
6,715
+1,591
280
$384K 0.07%
7,957
+2,984
281
$384K 0.07%
2,798
+1,065
282
$383K 0.07%
8,283
+3,135
283
$381K 0.07%
5,071
+1,899
284
$380K 0.07%
1,187
+459
285
$378K 0.07%
29,872
+8,384
286
$377K 0.07%
2,752
+1,062
287
$376K 0.07%
11,080
+4,188
288
$375K 0.07%
3,084
+1,363
289
$373K 0.07%
+1,759
290
$371K 0.07%
2,861
+1,100
291
$368K 0.07%
4,399
+1,664
292
$366K 0.07%
17,123
+4,694
293
$359K 0.07%
4,021
+1,507
294
$357K 0.07%
4,382
+1,702
295
$356K 0.07%
15,727
+5,831
296
$348K 0.06%
4,606
+1,700
297
$347K 0.06%
3,186
+983
298
$347K 0.06%
+3,752
299
$346K 0.06%
6,146
+2,322
300
$345K 0.06%
7,968
+3,024
10 11
12
13 14