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
$5.25B
AUM Growth
-$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$5.33M
3
+$4.35M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
QRVO icon
Qorvo
QRVO
+$2.63M

Top Sells

1
+$9.47M
2
+$8.08M
3
+$5.93M
4
PCYC
PHARMACYCLICS INC
PCYC
+$3.85M
5
XOM icon
Exxon Mobil
XOM
+$3.82M

Sector Composition

1 Healthcare 15.15%
2 Financials 14.82%
3 Technology 13.9%
4 Industrials 10.24%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.34M 0.04%
6,847
-442
427
$2.33M 0.04%
67,457
-35
428
$2.33M 0.04%
36,283
+1,478
429
$2.33M 0.04%
57,950
+3,334
430
$2.32M 0.04%
20,174
-72
431
$2.32M 0.04%
+189,296
432
$2.32M 0.04%
59,288
-6,687
433
$2.32M 0.04%
98,987
-845
434
$2.31M 0.04%
16,355
+4,423
435
$2.31M 0.04%
29,980
+3,490
436
$2.29M 0.04%
34,216
-2,028
437
$2.29M 0.04%
20,161
-1,398
438
$2.27M 0.04%
59,738
-1,956
439
$2.27M 0.04%
100,730
-455
440
$2.27M 0.04%
77,470
-2,190
441
$2.26M 0.04%
14,193
-129
442
$2.25M 0.04%
74,228
-48
443
$2.23M 0.04%
43,542
-1,638
444
$2.23M 0.04%
197,651
-6,256
445
$2.23M 0.04%
59,218
-418
446
$2.23M 0.04%
23,676
-703
447
$2.23M 0.04%
80,578
-5,199
448
$2.23M 0.04%
58,313
-7,589
449
$2.22M 0.04%
23,601
-156
450
$2.22M 0.04%
35,628
-889
16 17
18
19 20