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
$2.66B
AUM Growth
-$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$704K
3
+$496K
4
LEAF
Leaf Group Ltd.
LEAF
+$425K
5
PHX
PHX Minerals
PHX
+$402K

Top Sells

1
+$73M
2
+$51.9M
3
+$49.9M
4
XOM icon
Exxon Mobil
XOM
+$40.5M
5
GE icon
GE Aerospace
GE
+$37.2M

Sector Composition

1 Technology 14.4%
2 Healthcare 14.33%
3 Financials 14.07%
4 Industrials 10.22%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.33M 0.05%
19,457
-20,399
377
$1.32M 0.05%
10,047
-10,932
378
$1.32M 0.05%
17,510
-19,363
379
$1.32M 0.05%
7,917
-8,345
380
$1.31M 0.05%
8,070
-8,605
381
$1.31M 0.05%
15,292
-14,616
382
$1.3M 0.05%
28,073
-31,134
383
$1.3M 0.05%
34,999
-37,392
384
$1.29M 0.05%
54,713
-46,184
385
$1.29M 0.05%
30,606
-26,880
386
$1.29M 0.05%
32,320
-34,451
387
$1.29M 0.05%
21,673
-26,807
388
$1.29M 0.05%
33,549
-35,490
389
$1.26M 0.05%
23,320
-25,354
390
$1.26M 0.05%
16,945
-18,321
391
$1.26M 0.05%
32,969
-34,969
392
$1.25M 0.05%
34,220
-36,508
393
$1.25M 0.05%
38,561
-48,534
394
$1.25M 0.05%
32,845
-31,215
395
$1.25M 0.05%
109,866
-99,726
396
$1.25M 0.05%
25,840
-27,101
397
$1.24M 0.05%
18,110
-19,170
398
$1.24M 0.05%
46,451
-49,107
399
$1.24M 0.05%
47,228
-50,672
400
$1.24M 0.05%
23,146
-27,690
14 15
16
17 18