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
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
$718K 0.06%
4,122
-850
317
$702K 0.06%
10,853
-2,335
318
$698K 0.05%
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
$686K 0.05%
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