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
426
$1.16M 0.04%
18,106
-20,273
427
$1.15M 0.04%
40,961
-43,560
428
$1.15M 0.04%
99,304
-64,585
429
$1.15M 0.04%
18,247
-17,481
430
$1.15M 0.04%
22,521
-23,963
431
$1.15M 0.04%
66,454
-73,522
432
$1.14M 0.04%
28,132
-28,003
433
$1.13M 0.04%
9,550
-10,093
434
$1.13M 0.04%
35,273
-41,719
435
$1.13M 0.04%
11,123
-11,843
436
$1.12M 0.04%
6,822
-7,288
437
$1.11M 0.04%
56,722
-63,240
438
$1.1M 0.04%
50,393
-53,615
439
$1.1M 0.04%
18,077
-924
440
$1.08M 0.04%
6,476
-5,541
441
$1.08M 0.04%
76,340
442
$1.07M 0.04%
23,413
-20,482
443
$990K 0.04%
80,457
-85,091
444
$990K 0.04%
30,512
-43,436
445
$935K 0.04%
93,808
-102,986
446
$903K 0.03%
22,537
447
$902K 0.03%
13,989
-20,024
448
$899K 0.03%
18,760
-26,526
449
$896K 0.03%
27,153
-38,388
450
$896K 0.03%
11,190
-16,691
16 17
18
19 20