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
376
$258K 0.05%
1,039
+394
377
$257K 0.05%
2,713
+1,037
378
$256K 0.05%
+8,103
379
$255K 0.05%
2,499
+942
380
$255K 0.05%
7,612
+2,019
381
$254K 0.05%
3,167
+1,210
382
$254K 0.05%
3,389
+1,274
383
$253K 0.05%
13,540
+5,123
384
$253K 0.05%
6,917
+2,634
385
$249K 0.05%
+3,046
386
$249K 0.05%
6,742
+2,515
387
$249K 0.05%
+837
388
$248K 0.05%
16,715
+6,313
389
$247K 0.05%
+1,790
390
$245K 0.05%
+3,739
391
$244K 0.04%
8,788
+1,840
392
$243K 0.04%
1,531
+578
393
$243K 0.04%
23,426
+8,933
394
$241K 0.04%
25,518
+9,636
395
$240K 0.04%
+14,170
396
$237K 0.04%
5,539
+1,761
397
$234K 0.04%
+2,624
398
$234K 0.04%
6,322
+1,485
399
$234K 0.04%
8,747
+3,315
400
$233K 0.04%
+1,154
14 15
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