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
$5.21B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$4.56M
3
+$4.41M
4
KMI icon
Kinder Morgan
KMI
+$3.7M
5
META icon
Meta Platforms (Facebook)
META
+$3.02M

Top Sells

1
+$24.8M
2
+$13.9M
3
+$4.29M
4
XOM icon
Exxon Mobil
XOM
+$3.85M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$3.58M

Sector Composition

1 Financials 14.41%
2 Technology 13.63%
3 Healthcare 13.2%
4 Industrials 10.78%
5 Energy 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.7M 0.05%
57,820
-1,053
377
$2.69M 0.05%
70,337
-492
378
$2.68M 0.05%
22,316
-818
379
$2.68M 0.05%
34,414
-489
380
$2.67M 0.05%
12,793
+20
381
$2.66M 0.05%
5,776,080
-189,200
382
$2.65M 0.05%
48,300
-628
383
$2.63M 0.05%
35,572
-1,360
384
$2.62M 0.05%
24,860
+304
385
$2.62M 0.05%
67,851
-574
386
$2.61M 0.05%
52,796
-7,833
387
$2.6M 0.05%
88,649
+1,753
388
$2.59M 0.05%
19,748
+2,214
389
$2.59M 0.05%
55,960
-1,316
390
$2.59M 0.05%
37,159
+4,574
391
$2.58M 0.05%
24,793
+1,580
392
$2.58M 0.05%
68,389
-1,432
393
$2.57M 0.05%
40,195
-1,007
394
$2.57M 0.05%
34,850
-1,122
395
$2.56M 0.05%
21,757
-471
396
$2.56M 0.05%
68,445
-3,800
397
$2.52M 0.05%
214,452
+5,772
398
$2.52M 0.05%
61,892
-407
399
$2.5M 0.05%
95,337
-835
400
$2.5M 0.05%
28,057
+189
14 15
16
17 18