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
$2.66B
AUM Growth
-$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$704K
3
+$496K
4
LEAF
Leaf Group Ltd.
LEAF
+$425K
5
PHX
PHX Minerals
PHX
+$402K

Top Sells

1
+$73M
2
+$51.9M
3
+$49.9M
4
XOM icon
Exxon Mobil
XOM
+$40.5M
5
GE icon
GE Aerospace
GE
+$37.2M

Sector Composition

1 Technology 14.4%
2 Healthcare 14.33%
3 Financials 14.07%
4 Industrials 10.22%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.45M 0.05%
27,428
-29,045
352
$1.45M 0.05%
7,282
-8,034
353
$1.44M 0.05%
6,276
-6,687
354
$1.44M 0.05%
13,718
-14,667
355
$1.44M 0.05%
8,599
-9,424
356
$1.44M 0.05%
20,413
-21,587
357
$1.44M 0.05%
34,878
-36,711
358
$1.44M 0.05%
28,870
-30,161
359
$1.43M 0.05%
31,701
-33,429
360
$1.42M 0.05%
32,116
-35,097
361
$1.41M 0.05%
10,840
-11,452
362
$1.41M 0.05%
14,448
-15,318
363
$1.4M 0.05%
47,379
-50,179
364
$1.4M 0.05%
39,827
-43,570
365
$1.39M 0.05%
18,449
-19,672
366
$1.39M 0.05%
43,502
-14,070
367
$1.39M 0.05%
172,634
-153,001
368
$1.38M 0.05%
35,825
-38,625
369
$1.37M 0.05%
20,537
-21,982
370
$1.36M 0.05%
32,487
-34,565
371
$1.35M 0.05%
33,778
-41,598
372
$1.34M 0.05%
40,979
-43,677
373
$1.34M 0.05%
9,733
-10,373
374
$1.33M 0.05%
14,821
-15,799
375
$1.33M 0.05%
17,125
-18,290
13 14
15
16 17