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
326
$310K 0.06%
6,244
+2,363
327
$307K 0.06%
+6,583
328
$306K 0.06%
2,987
+1,122
329
$304K 0.06%
+4,632
330
$304K 0.06%
+2,485
331
$301K 0.06%
5,289
+1,948
332
$301K 0.06%
8,555
+3,207
333
$299K 0.06%
7,932
+3,049
334
$299K 0.06%
30,802
+11,629
335
$297K 0.05%
6,033
+2,279
336
$297K 0.05%
17,507
+6,642
337
$296K 0.05%
5,999
+1,254
338
$295K 0.05%
5,364
+1,967
339
$293K 0.05%
9,322
+3,468
340
$293K 0.05%
2,303
+841
341
$291K 0.05%
4,394
+1,666
342
$290K 0.05%
872
+335
343
$290K 0.05%
3,513
-65
344
$289K 0.05%
3,937
+1,036
345
$289K 0.05%
+3,155
346
$289K 0.05%
+2,602
347
$289K 0.05%
8,344
+2,341
348
$288K 0.05%
3,433
+1,321
349
$288K 0.05%
9,755
+3,661
350
$288K 0.05%
2,655
+989
12 13
14
15 16