IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.04%
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
+$1.71M
2
+$1.55M
3
+$1.06M
4
SNOW icon
Snowflake
SNOW
+$785K
5
TVRD
Tvardi Therapeutics
TVRD
+$710K

Top Sells

1
+$23.7M
2
+$12.6M
3
+$10.8M
4
AMZN icon
Amazon
AMZN
+$7.33M
5
LIN icon
Linde
LIN
+$4.8M

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
301
$762K 0.06%
3,215
-641
302
$759K 0.06%
19,846
-4,278
303
$754K 0.06%
17,017
304
$752K 0.06%
7,106
+3,300
305
$748K 0.06%
4,112
-430
306
$747K 0.06%
2,080
-427
307
$746K 0.06%
16,499
-2,168
308
$745K 0.06%
23,839
-4,743
309
$736K 0.06%
3,576
-457
310
$735K 0.06%
1,261
-153
311
$733K 0.06%
9,049
-1,827
312
$730K 0.06%
5,756
-900
313
$729K 0.06%
2,572
-597
314
$723K 0.06%
21,018
-4,232
315
$721K 0.06%
1,736
-361
316
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4,122
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317
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10,853
-2,335
318
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19,800
-4,447
319
$697K 0.05%
12,519
-2,653
320
$688K 0.05%
9,596
-1,856
321
$688K 0.05%
4,139
+448
322
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3,929
-876
323
$685K 0.05%
3,730
+120
324
$682K 0.05%
7,808
-1,531
325
$680K 0.05%
11,717
-2,479
11 12
13
14 15