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
451
$183K 0.03%
+11,005
452
$183K 0.03%
+10,069
453
$182K 0.03%
+11,757
454
$182K 0.03%
+12,188
455
$178K 0.03%
12,705
+4,781
456
$163K 0.03%
+10,217
457
$161K 0.03%
15,337
+5,722
458
$142K 0.03%
16,140
+1,777
459
$140K 0.03%
20,398
+7,684
460
$139K 0.03%
20,237
+7,853
461
$138K 0.03%
11,284
+3,417
462
$137K 0.03%
11,574
+4,242
463
$133K 0.02%
13,014
+2,500
464
$127K 0.02%
13,414
+2,729
465
$116K 0.02%
+13,477
466
$113K 0.02%
+12,584
467
$101K 0.02%
+3,593
468
$91K 0.02%
+13,434
469
$83K 0.02%
281
+72
470
$74K 0.01%
14,282
+1,969
471
$73K 0.01%
+10,140
472
$68K 0.01%
+11,225
473
$62K 0.01%
18,766
+6,938
474
$47K 0.01%
12,260
475
$20K ﹤0.01%
+2,829
16 17 18
19
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