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
$1.27B
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.6M
3
+$1.21M
4
SNOW icon
Snowflake
SNOW
+$816K
5
CZR icon
Caesars Entertainment
CZR
+$584K

Top Sells

1
+$24.2M
2
+$13.3M
3
+$11.5M
4
AMZN icon
Amazon
AMZN
+$7.59M
5
META icon
Meta Platforms (Facebook)
META
+$4.97M

Sector Composition

1 Technology 22.81%
2 Financials 12.14%
3 Healthcare 11.71%
4 Consumer Discretionary 10.56%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$493K 0.04%
2,347
-470
427
$491K 0.04%
11,512
-4,427
428
$491K 0.04%
9,324
-2,000
429
$490K 0.04%
4,356
-816
430
$489K 0.04%
1,054
-209
431
$487K 0.04%
4,410
-735
432
$486K 0.04%
3,148
-636
433
$485K 0.04%
3,678
-920
434
$485K 0.04%
+14,176
435
$485K 0.04%
33,974
-7,039
436
$484K 0.04%
18,552
-3,946
437
$483K 0.04%
13,289
-3,465
438
$482K 0.04%
8,266
-1,449
439
$482K 0.04%
8,157
-1,497
440
$481K 0.04%
6,018
-1,212
441
$481K 0.04%
3,329
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442
$480K 0.04%
7,942
-560
443
$479K 0.04%
5,107
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444
$479K 0.04%
7,586
-1,694
445
$478K 0.04%
8,772
-864
446
$477K 0.04%
9,119
-1,536
447
$476K 0.04%
7,132
-1,612
448
$474K 0.04%
20,743
-1,507
449
$474K 0.04%
4,141
-838
450
$474K 0.04%
2,196
-300
16 17
18
19 20