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
$5.21B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$4.56M
3
+$4.41M
4
KMI icon
Kinder Morgan
KMI
+$3.7M
5
META icon
Meta Platforms (Facebook)
META
+$3.02M

Top Sells

1
+$24.8M
2
+$13.9M
3
+$4.29M
4
XOM icon
Exxon Mobil
XOM
+$3.85M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$3.58M

Sector Composition

1 Financials 14.41%
2 Technology 13.63%
3 Healthcare 13.2%
4 Industrials 10.78%
5 Energy 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.23M 0.04%
30,732
-1,171
452
$2.22M 0.04%
51,024
-1,190
453
$2.21M 0.04%
70,976
-5,282
454
$2.21M 0.04%
71,717
-2,574
455
$2.21M 0.04%
1,513
-11
456
$2.2M 0.04%
27,178
-1,146
457
$2.19M 0.04%
126,587
+5,291
458
$2.18M 0.04%
22,952
-619
459
$2.18M 0.04%
46,084
-961
460
$2.18M 0.04%
42,627
-95
461
$2.17M 0.04%
19,523
-200
462
$2.17M 0.04%
16,788
+85
463
$2.16M 0.04%
40,770
-756
464
$2.15M 0.04%
15,677
-8
465
$2.15M 0.04%
36,857
-942
466
$2.15M 0.04%
20,736
-245
467
$2.15M 0.04%
22,313
+322
468
$2.14M 0.04%
27,563
-409
469
$2.14M 0.04%
19,318
+1,671
470
$2.13M 0.04%
68,648
-1
471
$2.12M 0.04%
176,790
-3,145
472
$2.12M 0.04%
33,392
-373
473
$2.1M 0.04%
90,048
-2,197
474
$2.1M 0.04%
108,062
-2,418
475
$2.07M 0.04%
27,456
-811
17 18
19
20 21