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
$532M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$630K
2
+$378K
3
+$268K
4
AMZN icon
Amazon
AMZN
+$263K
5
CINF icon
Cincinnati Financial
CINF
+$245K

Top Sells

1
+$619K
2
+$460K
3
+$225K
4
BF.B icon
Brown-Forman Class B
BF.B
+$224K
5
VTRS icon
Viatris
VTRS
+$218K

Sector Composition

1 Technology 15.07%
2 Financials 12.06%
3 Healthcare 11.05%
4 Communication Services 7.96%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$252K 0.05%
7,114
-28
352
$251K 0.05%
6,457
+196
353
$250K 0.05%
2,855
+55
354
$250K 0.05%
2,250
+27
355
$248K 0.05%
3,558
-33
356
$248K 0.05%
4,290
+47
357
$247K 0.05%
1,773
-16
358
$246K 0.05%
1,846
+35
359
$246K 0.05%
6,719
+153
360
$245K 0.05%
1,733
-17
361
$245K 0.05%
+2,363
362
$245K 0.05%
10,776
+236
363
$244K 0.05%
4,991
+44
364
$244K 0.05%
+1,792
365
$243K 0.05%
+10,181
366
$241K 0.05%
+1,658
367
$240K 0.05%
8,852
+684
368
$238K 0.04%
7,434
+53
369
$237K 0.04%
3,840
-93
370
$237K 0.04%
717
+33
371
$235K 0.04%
13,951
+302
372
$235K 0.04%
+9,022
373
$235K 0.04%
15,736
-9
374
$234K 0.04%
+1,984
375
$234K 0.04%
2,760
+124
13 14
15
16 17