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
326
$672K 0.05%
5,813
-703
327
$671K 0.05%
2,126
-294
328
$668K 0.05%
4,618
-828
329
$667K 0.05%
6,407
+1,170
330
$661K 0.05%
8,453
-1,833
331
$660K 0.05%
2,270
-420
332
$659K 0.05%
2,183
+270
333
$655K 0.05%
5,278
+90
334
$653K 0.05%
3,988
-627
335
$653K 0.05%
2,046
-404
336
$652K 0.05%
6,554
-1,480
337
$652K 0.05%
3,743
-776
338
$646K 0.05%
5,871
-1,118
339
$643K 0.05%
2,899
-541
340
$640K 0.05%
12,178
-1,274
341
$637K 0.05%
24,164
+3,606
342
$633K 0.05%
3,520
-820
343
$626K 0.05%
4,672
-956
344
$625K 0.05%
10,082
-2,090
345
$623K 0.05%
2,737
-633
346
$621K 0.05%
3,174
-689
347
$620K 0.05%
7,022
-1,469
348
$618K 0.05%
1,758
-362
349
$617K 0.05%
27,264
-4,800
350
$617K 0.05%
11,476
-2,296
12 13
14
15 16