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
376
$354K 0.04%
2,478
-1,683
377
$352K 0.04%
2,032
-1,646
378
$351K 0.04%
1,919
-1,302
379
$350K 0.04%
843
-582
380
$349K 0.04%
16,007
-11,327
381
$349K 0.04%
7,000
-4,881
382
$346K 0.04%
2,700
-1,902
383
$345K 0.04%
612
-483
384
$345K 0.04%
1,419
-970
385
$343K 0.04%
2,221
-1,545
386
$342K 0.04%
2,514
-1,750
387
$342K 0.04%
21,662
-15,174
388
$342K 0.04%
1,923
-1,303
389
$341K 0.04%
4,612
-3,196
390
$341K 0.04%
3,710
-2,595
391
$338K 0.04%
3,228
-2,244
392
$337K 0.04%
14,739
-10,103
393
$336K 0.04%
9,237
-6,196
394
$335K 0.04%
1,977
-1,356
395
$334K 0.04%
7,067
-4,974
396
$334K 0.04%
6,535
-4,031
397
$334K 0.04%
6,771
-4,705
398
$333K 0.04%
763
-537
399
$333K 0.04%
2,572
-1,784
400
$332K 0.04%
2,365
-1,671
14 15
16
17 18