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
$710M
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1 +$648K
2 +$627K
3 +$268K
4
AA icon
Alcoa
AA
+$263K
5
CLF icon
Cleveland-Cliffs
CLF
+$245K

Top Sells

1 +$7.59M
2 +$1.88M
3 +$1.72M
4
MSFT icon
Microsoft
MSFT
+$1.62M
5
MRVL icon
Marvell Technology
MRVL
+$1.19M

Sector Composition

1 Technology 23.98%
2 Healthcare 11.95%
3 Financials 11.58%
4 Consumer Discretionary 10.04%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CE icon
451
Celanese
CE
$5.14B
$248K 0.03%
1,739
-116
STLD icon
452
Steel Dynamics
STLD
$25.3B
$248K 0.03%
2,968
-272
EVRG icon
453
Evergy
EVRG
$17.6B
$247K 0.03%
3,614
-183
CLF icon
454
Cleveland-Cliffs
CLF
$7.98B
$245K 0.03%
+7,605
XYL icon
455
Xylem
XYL
$35.6B
$244K 0.03%
2,859
-116
WDC icon
456
Western Digital
WDC
$75.7B
$243K 0.03%
6,485
-286
BG icon
457
Bunge Global
BG
$20.8B
$241K 0.03%
2,172
-120
ALLY icon
458
Ally Financial
ALLY
$13.4B
$241K 0.03%
5,545
-481
LDOS icon
459
Leidos
LDOS
$24.9B
$240K 0.03%
2,218
-131
EMN icon
460
Eastman Chemical
EMN
$7.83B
$239K 0.03%
2,129
-123
APA icon
461
APA Corp
APA
$9.14B
$238K 0.03%
+5,770
DPZ icon
462
Domino's
DPZ
$13.5B
$236K 0.03%
580
-32
UAL icon
463
United Airlines
UAL
$36.7B
$236K 0.03%
5,083
-290
U icon
464
Unity
U
$17.5B
$234K 0.03%
2,355
-123
ROKU icon
465
Roku
ROKU
$15.3B
$233K 0.03%
1,859
-79
INCY icon
466
Incyte
INCY
$20.9B
$232K 0.03%
2,920
-162
GEN icon
467
Gen Digital
GEN
$16.1B
$231K 0.03%
8,713
-459
IEX icon
468
IDEX
IEX
$14.7B
$231K 0.03%
1,205
-56
PKG icon
469
Packaging Corp of America
PKG
$19.9B
$231K 0.03%
1,482
-81
HRL icon
470
Hormel Foods
HRL
$13.3B
$231K 0.03%
4,478
-248
ABMD
471
DELISTED
Abiomed Inc
ABMD
$231K 0.03%
697
-42
LPLA icon
472
LPL Financial
LPLA
$30.3B
$230K 0.03%
1,258
-71
WPC icon
473
W.P. Carey
WPC
$15.4B
$230K 0.03%
2,907
-157
AVY icon
474
Avery Dennison
AVY
$14.6B
$229K 0.03%
1,317
-59
JKHY icon
475
Jack Henry & Associates
JKHY
$13.8B
$227K 0.03%
1,154
-74