IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$805M
AUM Growth
-$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$318K
3
+$289K
4
RIVN icon
Rivian
RIVN
+$274K
5
VMW
VMware, Inc
VMW
+$190K

Top Sells

1
+$39.6M
2
+$29.5M
3
+$28.3M
4
AMZN icon
Amazon
AMZN
+$17.2M
5
CHPT icon
ChargePoint
CHPT
+$12.7M

Sector Composition

1 Technology 24.55%
2 Healthcare 11.68%
3 Financials 11.1%
4 Consumer Discretionary 10.6%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$305K 0.04%
25,156
-17,387
427
$304K 0.04%
3,705
-2,588
428
$304K 0.04%
1,356
-931
429
$300K 0.04%
6,674
-4,919
430
$299K 0.04%
2,599
-1,828
431
$298K 0.04%
1,261
-894
432
$298K 0.04%
1,376
-971
433
$298K 0.04%
1,286
-897
434
$298K 0.04%
2,591
-1,850
435
$295K 0.04%
12,270
-8,473
436
$294K 0.04%
4,906
-3,365
437
$293K 0.04%
9,703
-6,796
438
$293K 0.04%
1,101
-763
439
$292K 0.04%
3,410
-2,368
440
$290K 0.04%
1,622
-1,061
441
$289K 0.04%
1,847
-1,327
442
$289K 0.04%
3,749
-2,591
443
$288K 0.04%
4,103
-3,016
444
$287K 0.04%
6,026
-4,510
445
$286K 0.04%
1,399
-986
446
$285K 0.04%
3,933
-1,130
447
$285K 0.04%
14,179
-10,159
448
$284K 0.04%
+4,074
449
$284K 0.04%
2,494
-1,746
450
$282K 0.04%
6,339
-4,708
16 17
18
19 20