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
401
$233K 0.04%
+1,408
402
$232K 0.04%
+890
403
$232K 0.04%
+4,062
404
$232K 0.04%
+1,266
405
$231K 0.04%
6,675
+2,433
406
$229K 0.04%
33,949
+12,817
407
$229K 0.04%
5,481
+2,006
408
$229K 0.04%
1,306
+483
409
$228K 0.04%
11,229
+3,069
410
$227K 0.04%
+10,146
411
$227K 0.04%
+5,188
412
$226K 0.04%
+4,074
413
$226K 0.04%
9,231
+1,959
414
$225K 0.04%
+1,213
415
$225K 0.04%
9,501
+3,147
416
$224K 0.04%
3,328
+1,278
417
$222K 0.04%
+3,236
418
$222K 0.04%
+1,832
419
$221K 0.04%
+2,155
420
$220K 0.04%
+2,733
421
$219K 0.04%
9,010
+1,950
422
$218K 0.04%
+4,953
423
$218K 0.04%
6,198
+2,313
424
$217K 0.04%
+8,671
425
$215K 0.04%
+3,960
15 16
17
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