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
326
$3.31M 0.06%
45,952
-1,741
327
$3.29M 0.06%
136,260
-2,883
328
$3.26M 0.06%
228,733
-8,166
329
$3.25M 0.06%
62,581
-256
330
$3.25M 0.06%
57,962
+59
331
$3.22M 0.06%
68,430
+372
332
$3.22M 0.06%
127,184
+459
333
$3.21M 0.06%
76,762
-2,929
334
$3.2M 0.06%
66,439
+9,415
335
$3.19M 0.06%
66,775
-4,780
336
$3.18M 0.06%
84,034
-886
337
$3.17M 0.06%
138,113
-302
338
$3.17M 0.06%
22,215
-76
339
$3.14M 0.06%
204,300
-265
340
$3.14M 0.06%
41,055
-1,086
341
$3.14M 0.06%
84,770
+1,341
342
$3.08M 0.06%
64,846
-2,134
343
$3.07M 0.06%
28,478
-446
344
$3.07M 0.06%
30,482
-517
345
$3.07M 0.06%
84,492
-3,526
346
$3.06M 0.06%
42,323
-367
347
$3.02M 0.06%
45,716
-3,094
348
$3.01M 0.06%
33,174
-975
349
$3.01M 0.06%
28,159
-245
350
$3M 0.06%
19,036
+1,992
12 13
14
15 16