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
$532M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$630K
2
+$378K
3
+$268K
4
AMZN icon
Amazon
AMZN
+$263K
5
CINF icon
Cincinnati Financial
CINF
+$245K

Top Sells

1
+$619K
2
+$460K
3
+$225K
4
BF.B icon
Brown-Forman Class B
BF.B
+$224K
5
VTRS icon
Viatris
VTRS
+$218K

Sector Composition

1 Technology 15.07%
2 Financials 12.06%
3 Healthcare 11.05%
4 Communication Services 7.96%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 0.62%
64,535
+1,121
27
$3.29M 0.62%
9,025
+42
28
$3.27M 0.61%
69,009
-80
29
$3.26M 0.61%
77,055
+1,286
30
$2.86M 0.54%
21,787
+112
31
$2.77M 0.52%
39,576
-229
32
$2.7M 0.51%
12,988
+56
33
$2.64M 0.5%
71,640
+1,113
34
$2.62M 0.49%
71,390
+1,720
35
$2.54M 0.48%
8,623
+41
36
$2.48M 0.47%
29,452
+610
37
$2.34M 0.44%
20,446
+285
38
$2.28M 0.43%
23,373
+186
39
$2.25M 0.42%
39,438
-1,174
40
$2.18M 0.41%
12,490
+213
41
$2.1M 0.39%
12,421
-53
42
$2.08M 0.39%
26,546
+405
43
$2.07M 0.39%
15,706
-255
44
$2.04M 0.38%
6,934
+61
45
$2.03M 0.38%
7,694
+140
46
$2.02M 0.38%
10,941
+88
47
$1.96M 0.37%
10,608
-179
48
$1.94M 0.37%
12,805
+295
49
$1.94M 0.36%
67,330
-1,980
50
$1.88M 0.35%
22,405
+298
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