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
351
$614K 0.05%
4,244
-819
352
$609K 0.05%
16,375
-3,540
353
$608K 0.05%
1,889
-337
354
$608K 0.05%
3,710
-593
355
$606K 0.05%
5,051
-1,035
356
$605K 0.05%
4,015
-774
357
$605K 0.05%
21,635
-4,500
358
$604K 0.05%
10,450
-1,753
359
$603K 0.05%
10,566
-2,177
360
$602K 0.05%
4,752
-981
361
$599K 0.05%
4,822
-251
362
$598K 0.05%
4,632
-910
363
$597K 0.05%
8,095
-1,709
364
$596K 0.05%
15,977
-2,975
365
$595K 0.05%
3,766
-560
366
$593K 0.05%
6,961
-1,615
367
$593K 0.05%
1,715
-346
368
$592K 0.05%
41,506
+7,000
369
$591K 0.05%
5,380
-1,038
370
$586K 0.05%
2,287
-511
371
$584K 0.05%
+5,627
372
$580K 0.05%
16,327
-544
373
$579K 0.05%
6,181
-497
374
$578K 0.05%
7,224
-1,216
375
$577K 0.05%
7,050
-1,444
13 14
15
16 17