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
$1.27B
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.6M
3
+$1.21M
4
SNOW icon
Snowflake
SNOW
+$816K
5
CZR icon
Caesars Entertainment
CZR
+$584K

Top Sells

1
+$24.2M
2
+$13.3M
3
+$11.5M
4
AMZN icon
Amazon
AMZN
+$7.59M
5
META icon
Meta Platforms (Facebook)
META
+$4.97M

Sector Composition

1 Technology 22.81%
2 Financials 12.14%
3 Healthcare 11.71%
4 Consumer Discretionary 10.56%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$816K 0.06%
+3,374
277
$811K 0.06%
8,452
-1,799
278
$810K 0.06%
21,150
-5,277
279
$809K 0.06%
9,432
-1,897
280
$807K 0.06%
5,227
-1,171
281
$807K 0.06%
9,813
-2,151
282
$799K 0.06%
5,706
-775
283
$798K 0.06%
10,358
-2,216
284
$798K 0.06%
16,453
-3,324
285
$796K 0.06%
1,503
-283
286
$792K 0.06%
8,908
-1,925
287
$791K 0.06%
5,133
-1,079
288
$787K 0.06%
11,881
-1,794
289
$779K 0.06%
4,457
-953
290
$777K 0.06%
17,951
-3,770
291
$777K 0.06%
1,521
-297
292
$776K 0.06%
23,548
-4,424
293
$772K 0.06%
9,626
-2,053
294
$771K 0.06%
15,263
-2,202
295
$770K 0.06%
8,004
-1,796
296
$769K 0.06%
4,431
-1,127
297
$764K 0.06%
7,430
-1,342
298
$763K 0.06%
6,915
-758
299
$763K 0.06%
18,706
-3,351
300
$763K 0.06%
9,306
-1,998
10 11
12
13 14