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
451
$471K 0.04%
1,262
-228
452
$471K 0.04%
15,187
-2,992
453
$470K 0.04%
2,138
-426
454
$467K 0.04%
8,179
-1,778
455
$466K 0.04%
3,788
-776
456
$464K 0.04%
2,369
+380
457
$463K 0.04%
93
-21
458
$458K 0.04%
3,919
-924
459
$457K 0.04%
7,563
-1,610
460
$457K 0.04%
+4,161
461
$456K 0.04%
11,910
-1,921
462
$453K 0.04%
5,226
-1,032
463
$451K 0.04%
6,252
-1,291
464
$448K 0.04%
+8,580
465
$447K 0.04%
377
-74
466
$443K 0.03%
+2,085
467
$438K 0.03%
+1,508
468
$436K 0.03%
12,562
-2,229
469
$436K 0.03%
5,185
-998
470
$436K 0.03%
6,340
-1,317
471
$434K 0.03%
1,500
-16,469
472
$433K 0.03%
42,543
-2,545
473
$428K 0.03%
5,132
-1,006
474
$427K 0.03%
10,953
-2,393
475
$427K 0.03%
31,456
-6,685
17 18
19
20 21