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
26
$34.6M 0.66%
389,883
-8,999
27
$34.2M 0.66%
434,444
-10,887
28
$34.2M 0.66%
849,302
-21,570
29
$34.1M 0.66%
407,242
-14,620
30
$32.8M 0.63%
1,327,783
-51,365
31
$32.5M 0.62%
486,381
+45,082
32
$32.3M 0.62%
391,872
-1,813
33
$31M 0.59%
1,920,360
+23,440
34
$30.4M 0.58%
1,221,486
-26,703
35
$28.1M 0.54%
349,434
-26,781
36
$27.2M 0.52%
519,640
-18,664
37
$26.8M 0.51%
370,855
-5,110
38
$26.7M 0.51%
313,176
-1,376
39
$25.3M 0.48%
252,195
-6,442
40
$23.9M 0.46%
188,512
-6,655
41
$23.7M 0.46%
199,324
-12,827
42
$23.2M 0.44%
233,659
-6,905
43
$22.8M 0.44%
405,565
-3,214
44
$22.7M 0.44%
303,506
-12,039
45
$22.7M 0.44%
193,182
-369
46
$22.2M 0.43%
235,757
-8,937
47
$21.1M 0.41%
506,905
-11,192
48
$20.6M 0.4%
211,220
-5,703
49
$20.6M 0.4%
253,879
-9,290
50
$20.4M 0.39%
422,725
-1,135
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