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
351
$395K 0.05%
5,388
-3,973
352
$391K 0.05%
3,632
-2,549
353
$388K 0.05%
2,410
-2,045
354
$383K 0.05%
12,756
-8,879
355
$382K 0.05%
3,197
-2,688
356
$381K 0.05%
1,528
-604
357
$379K 0.05%
1,077
-757
358
$379K 0.05%
1,016
-699
359
$377K 0.05%
3,179
-2,227
360
$376K 0.05%
4,226
-3,049
361
$376K 0.05%
2,800
-1,952
362
$376K 0.05%
9,051
-6,332
363
$376K 0.05%
24,408
-17,334
364
$375K 0.05%
6,660
-4,642
365
$369K 0.05%
652
-464
366
$368K 0.05%
745
-517
367
$368K 0.05%
893
-639
368
$367K 0.05%
15,853
-11,445
369
$363K 0.05%
4,160
-2,890
370
$360K 0.04%
1,023
-713
371
$360K 0.04%
669
-467
372
$357K 0.04%
2,047
-1,497
373
$357K 0.04%
2,400
-1,674
374
$357K 0.04%
2,975
-2,076
375
$356K 0.04%
2,732
-1,927
13 14
15
16 17