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
$1.41B
AUM Growth
-$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$478K
2
+$332K
3
+$264K
4
THO icon
Thor Industries
THO
+$248K
5
WBD icon
Warner Bros
WBD
+$247K

Top Sells

1
+$15.5M
2
+$7.33M
3
+$5.47M
4
AMZN icon
Amazon
AMZN
+$4.06M
5
META icon
Meta Platforms (Facebook)
META
+$2.19M

Sector Composition

1 Technology 21.77%
2 Financials 12.14%
3 Healthcare 11.63%
4 Consumer Discretionary 10.52%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$537K 0.04%
2,564
-229
427
$537K 0.04%
8,502
-519
428
$537K 0.04%
114
-11
429
$536K 0.04%
7,230
-652
430
$534K 0.04%
5,273
-485
431
$534K 0.04%
2,925
-275
432
$533K 0.04%
4,843
-171
433
$528K 0.04%
45,088
-3,115
434
$527K 0.04%
5,113
-416
435
$527K 0.04%
7,543
-786
436
$526K 0.04%
1,490
-120
437
$522K 0.04%
3,934
-323
438
$520K 0.04%
12,392
-1,264
439
$517K 0.04%
2,817
-261
440
$514K 0.04%
451
-49
441
$514K 0.04%
1,242
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442
$513K 0.04%
18,179
-1,620
443
$512K 0.04%
13,346
-1,163
444
$511K 0.04%
6,258
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445
$510K 0.04%
4,564
-387
446
$509K 0.04%
38,141
-2,205
447
$505K 0.04%
21,119
+2,290
448
$502K 0.04%
1,913
-127
449
$502K 0.04%
6,183
-563
450
$494K 0.04%
5,172
-436
16 17
18
19 20