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
426
$213K 0.04%
9,757
+3,682
427
$212K 0.04%
+2,967
428
$211K 0.04%
+3,190
429
$211K 0.04%
+9,033
430
$210K 0.04%
6,303
+2,384
431
$210K 0.04%
+1,503
432
$209K 0.04%
4,350
+1,632
433
$209K 0.04%
+5,125
434
$208K 0.04%
3,868
+1,446
435
$208K 0.04%
5,965
+2,138
436
$208K 0.04%
+12,058
437
$206K 0.04%
22,989
+8,801
438
$205K 0.04%
+5,283
439
$204K 0.04%
+664
440
$204K 0.04%
+1,462
441
$203K 0.04%
+5,596
442
$203K 0.04%
+2,042
443
$201K 0.04%
+2,183
444
$201K 0.04%
6,422
+2,390
445
$201K 0.04%
7,056
+1,487
446
$198K 0.04%
24,082
+8,873
447
$194K 0.04%
10,339
+3,957
448
$193K 0.04%
18,225
+4,727
449
$187K 0.03%
12,953
+3,431
450
$183K 0.03%
16,596
+6,244
16 17
18
19 20