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
$805M
AUM Growth
-$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$313K
3
+$284K
4
RIVN icon
Rivian
RIVN
+$246K
5
VMW
VMware, Inc
VMW
+$168K

Top Sells

1
+$39M
2
+$33.1M
3
+$29.4M
4
AMZN icon
Amazon
AMZN
+$16.8M
5
CHPT icon
ChargePoint
CHPT
+$10.9M

Sector Composition

1 Technology 24.55%
2 Healthcare 11.68%
3 Financials 11.1%
4 Consumer Discretionary 10.6%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$528K 0.07%
7,292
-5,118
277
$527K 0.07%
885
-618
278
$526K 0.07%
13,880
-9,764
279
$526K 0.07%
20,218
-13,909
280
$525K 0.07%
4,671
-3,381
281
$520K 0.06%
2,386
-1,756
282
$520K 0.06%
5,715
-3,953
283
$516K 0.06%
5,356
-3,693
284
$515K 0.06%
6,515
-4,565
285
$515K 0.06%
12,494
-8,524
286
$513K 0.06%
32,325
-22,529
287
$511K 0.06%
5,261
-3,684
288
$510K 0.06%
6,796
-4,814
289
$508K 0.06%
2,137
-1,489
290
$507K 0.06%
2,686
-1,883
291
$505K 0.06%
1,869
-1,346
292
$501K 0.06%
5,877
-3,719
293
$501K 0.06%
8,507
-5,842
294
$498K 0.06%
11,443
-8,518
295
$495K 0.06%
11,232
-7,933
296
$495K 0.06%
2,185
-1,525
297
$492K 0.06%
27,043
-18,942
298
$491K 0.06%
1,120
299
$489K 0.06%
742
-524
300
$486K 0.06%
3,486
-2,385
10 11
12
13 14