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
401
$1.23M 0.05%
16,865
-18,559
402
$1.23M 0.05%
49,050
-53,264
403
$1.23M 0.05%
30,658
-32,304
404
$1.22M 0.05%
9,454
-10,717
405
$1.22M 0.05%
60,707
-64,955
406
$1.22M 0.05%
29,842
-31,725
407
$1.22M 0.05%
38,663
-41,078
408
$1.22M 0.05%
21,005
-22,361
409
$1.21M 0.05%
22,551
-28,155
410
$1.2M 0.05%
32,320
-34,494
411
$1.2M 0.05%
36,054
-39,989
412
$1.2M 0.05%
31,527
-33,486
413
$1.19M 0.04%
14,700
-9,394
414
$1.19M 0.04%
9,632
-10,412
415
$1.18M 0.04%
3,296
-3,510
416
$1.18M 0.04%
12,097
-13,312
417
$1.18M 0.04%
14,519
-15,538
418
$1.18M 0.04%
7,973
-8,322
419
$1.18M 0.04%
47,942
-49,508
420
$1.17M 0.04%
52,419
-59,961
421
$1.17M 0.04%
48,876
-51,440
422
$1.17M 0.04%
16,762
-19,304
423
$1.16M 0.04%
5,112
-5,789
424
$1.16M 0.04%
23,203
-29,211
425
$1.16M 0.04%
12,989
-13,859
15 16
17
18 19