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
326
$425K 0.05%
2,742
-1,917
327
$423K 0.05%
6,205
-4,317
328
$421K 0.05%
9,819
-6,774
329
$421K 0.05%
2,096
-1,052
330
$418K 0.05%
4,077
-2,934
331
$417K 0.05%
6,737
-4,772
332
$417K 0.05%
4,782
-3,313
333
$416K 0.05%
10,657
-7,447
334
$415K 0.05%
7,214
-4,964
335
$415K 0.05%
1,636
-1,116
336
$413K 0.05%
1,286
-910
337
$410K 0.05%
3,429
-2,384
338
$409K 0.05%
5,838
-3,849
339
$408K 0.05%
14,075
-9,764
340
$408K 0.05%
6,217
-4,303
341
$406K 0.05%
9,645
-6,682
342
$404K 0.05%
4,379
-3,090
343
$402K 0.05%
2,196
-1,534
344
$400K 0.05%
772
-544
345
$400K 0.05%
4,137
-2,935
346
$400K 0.05%
1,203
-853
347
$399K 0.05%
5,783
-4,299
348
$398K 0.05%
1,897
-1,242
349
$397K 0.05%
3,911
-2,670
350
$396K 0.05%
11,021
-7,685
12 13
14
15 16