IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.55M
3
+$1.06M
4
SNOW icon
Snowflake
SNOW
+$785K
5
TVRD
Tvardi Therapeutics
TVRD
+$710K

Top Sells

1
+$23.7M
2
+$12.6M
3
+$10.8M
4
AMZN icon
Amazon
AMZN
+$7.33M
5
LIN icon
Linde
LIN
+$4.8M

Sector Composition

1 Technology 22.81%
2 Financials 12.14%
3 Healthcare 11.71%
4 Consumer Discretionary 10.56%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$533K 0.04%
36,546
-7,604
402
$530K 0.04%
1,532
-315
403
$529K 0.04%
6,202
-106
404
$528K 0.04%
4,531
-940
405
$527K 0.04%
1,311
-267
406
$525K 0.04%
10,536
-2,186
407
$524K 0.04%
3,603
-791
408
$520K 0.04%
3,221
-623
409
$520K 0.04%
1,405
-252
410
$518K 0.04%
1,425
-246
411
$517K 0.04%
10,587
-1,203
412
$513K 0.04%
6,268
-1,277
413
$512K 0.04%
1,864
-374
414
$512K 0.04%
1,116
-218
415
$511K 0.04%
1,129
-223
416
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1,095
-234
417
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4,036
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418
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3,331
-963
419
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4,390
-883
420
$502K 0.04%
15,072
-3,172
421
$500K 0.04%
14,506
-2,337
422
$497K 0.04%
8,667
-2,213
423
$495K 0.04%
10,453
-1,939
424
$494K 0.04%
4,240
-873
425
$494K 0.04%
4,572
-1,005
15 16
17
18 19