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
$5.21B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$4.56M
3
+$4.41M
4
KMI icon
Kinder Morgan
KMI
+$3.7M
5
META icon
Meta Platforms (Facebook)
META
+$3.02M

Top Sells

1
+$24.8M
2
+$13.9M
3
+$4.29M
4
XOM icon
Exxon Mobil
XOM
+$3.85M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$3.58M

Sector Composition

1 Financials 14.41%
2 Technology 13.63%
3 Healthcare 13.2%
4 Industrials 10.78%
5 Energy 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.35M 0.05%
88,895
-3,168
427
$2.34M 0.05%
105,780
+34,957
428
$2.34M 0.04%
42,390
+168
429
$2.33M 0.04%
46,799
-1,189
430
$2.33M 0.04%
69,964
-117
431
$2.33M 0.04%
52,850
-1,009
432
$2.32M 0.04%
17,183
+173
433
$2.31M 0.04%
71,048
-4,132
434
$2.3M 0.04%
66,625
-2,280
435
$2.3M 0.04%
161,628
-12,414
436
$2.29M 0.04%
123,127
-737
437
$2.28M 0.04%
71,665
-671
438
$2.28M 0.04%
50,081
-1,768
439
$2.27M 0.04%
97,269
+11,576
440
$2.27M 0.04%
36,644
+740
441
$2.26M 0.04%
73,386
+2,815
442
$2.25M 0.04%
51,259
-2,167
443
$2.25M 0.04%
125,583
-1,243
444
$2.25M 0.04%
21,632
-477
445
$2.25M 0.04%
31,131
+83
446
$2.24M 0.04%
45,617
-413
447
$2.24M 0.04%
3,395
-48
448
$2.24M 0.04%
13,453
-114
449
$2.24M 0.04%
50,270
-298
450
$2.23M 0.04%
25,549
-935
16 17
18
19 20