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
$5.21B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$4.56M
3
+$4.41M
4
KMI icon
Kinder Morgan
KMI
+$3.7M
5
META icon
Meta Platforms (Facebook)
META
+$3.02M

Top Sells

1
+$24.8M
2
+$13.9M
3
+$4.29M
4
XOM icon
Exxon Mobil
XOM
+$3.85M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$3.58M

Sector Composition

1 Financials 14.41%
2 Technology 13.63%
3 Healthcare 13.2%
4 Industrials 10.78%
5 Energy 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.67M 0.07%
3,063
-68
302
$3.67M 0.07%
89,083
+69,256
303
$3.64M 0.07%
80,641
-1,878
304
$3.63M 0.07%
120,766
+150
305
$3.62M 0.07%
76,757
-15
306
$3.62M 0.07%
53,759
-3,751
307
$3.61M 0.07%
106,476
-2,191
308
$3.61M 0.07%
41,779
-257
309
$3.61M 0.07%
109,818
-3,540
310
$3.6M 0.07%
93,816
-2,141
311
$3.59M 0.07%
53,030
-189
312
$3.58M 0.07%
81,944
+2,098
313
$3.54M 0.07%
73,659
-4,933
314
$3.54M 0.07%
40,412
+601
315
$3.52M 0.07%
54,455
+320
316
$3.52M 0.07%
40,268
-1,338
317
$3.5M 0.07%
53,074
+429
318
$3.47M 0.07%
67,907
-1,385
319
$3.45M 0.07%
321
-1
320
$3.43M 0.07%
83,096
-684
321
$3.43M 0.07%
39,311
-502
322
$3.38M 0.06%
144,190
-562
323
$3.38M 0.06%
87,238
-1,855
324
$3.37M 0.06%
38,808
-1,077
325
$3.34M 0.06%
32,862
-220
11 12
13
14 15