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
301
$483K 0.06%
3,173
-2,227
302
$479K 0.06%
7,049
-4,861
303
$471K 0.06%
12,646
-8,873
304
$470K 0.06%
2,429
-1,710
305
$466K 0.06%
2,278
-1,667
306
$463K 0.06%
2,067
-1,452
307
$462K 0.06%
2,109
-1,467
308
$459K 0.06%
9,620
-6,755
309
$457K 0.06%
2,201
-1,567
310
$457K 0.06%
4,924
-3,529
311
$455K 0.06%
1,033
-725
312
$453K 0.06%
1,354
-1,025
313
$452K 0.06%
1,935
-1,401
314
$452K 0.06%
2,762
-1,910
315
$443K 0.06%
1,932
-1,279
316
$442K 0.05%
1,938
-1,325
317
$442K 0.05%
3,581
-2,481
318
$441K 0.05%
9,505
-7,022
319
$436K 0.05%
2,414
-1,574
320
$434K 0.05%
2,388
-1,627
321
$434K 0.05%
9,563
-6,498
322
$433K 0.05%
7,376
-5,143
323
$429K 0.05%
3,706
+1,447
324
$427K 0.05%
11,579
-8,221
325
$425K 0.05%
4,181
-2,947
11 12
13
14 15