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
301
$343K 0.06%
6,023
+1,523
302
$341K 0.06%
3,732
+1,388
303
$340K 0.06%
16,800
+6,355
304
$339K 0.06%
24,938
+6,053
305
$339K 0.06%
1,538
+584
306
$338K 0.06%
3,665
+1,411
307
$337K 0.06%
2,821
+1,067
308
$335K 0.06%
11,431
+4,393
309
$333K 0.06%
3,078
+1,163
310
$331K 0.06%
6,908
+2,559
311
$329K 0.06%
5,673
+1,192
312
$326K 0.06%
19,004
+7,088
313
$321K 0.06%
1,843
+688
314
$320K 0.06%
3,093
+1,152
315
$318K 0.06%
+2,759
316
$317K 0.06%
1,083
+409
317
$316K 0.06%
8,845
+2,721
318
$316K 0.06%
9,870
+3,805
319
$315K 0.06%
4,564
+1,728
320
$315K 0.06%
+972
321
$315K 0.06%
2,659
+1,022
322
$314K 0.06%
3,368
+1,256
323
$312K 0.06%
+3,523
324
$310K 0.06%
5,648
+1,221
325
$310K 0.06%
4,228
+1,636
11 12
13
14 15