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
351
$285K 0.05%
+2,980
352
$283K 0.05%
+2,848
353
$283K 0.05%
17,570
+5,447
354
$282K 0.05%
+1,819
355
$281K 0.05%
+8,690
356
$280K 0.05%
11,726
+4,476
357
$280K 0.05%
8,834
+1,113
358
$280K 0.05%
25,317
+3,675
359
$278K 0.05%
5,072
+1,902
360
$277K 0.05%
+2,506
361
$277K 0.05%
1,463
+552
362
$274K 0.05%
2,659
+1,001
363
$274K 0.05%
+1,956
364
$274K 0.05%
1,504
+565
365
$273K 0.05%
+5,658
366
$273K 0.05%
4,189
+1,577
367
$273K 0.05%
3,892
+1,450
368
$271K 0.05%
+4,063
369
$270K 0.05%
7,939
+2,978
370
$270K 0.05%
+912
371
$269K 0.05%
3,560
+1,339
372
$267K 0.05%
23,040
+7,995
373
$265K 0.05%
+1,738
374
$260K 0.05%
7,211
+2,767
375
$259K 0.05%
+2,899
13 14
15
16 17