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
26
$3.98M 0.73%
12,523
+4,297
27
$3.98M 0.73%
33,161
+12,524
28
$3.96M 0.73%
10,557
+3,757
29
$3.91M 0.72%
113,647
+40,216
30
$3.85M 0.71%
583,880
+208,360
31
$3.46M 0.64%
47,704
+17,045
32
$3.43M 0.63%
43,435
+15,382
33
$3.32M 0.61%
59,498
+20,875
34
$3.21M 0.59%
11,263
+3,925
35
$3.13M 0.58%
18,900
+6,730
36
$3.09M 0.57%
34,278
+12,008
37
$3.09M 0.57%
15,224
+5,262
38
$3.06M 0.56%
21,227
+7,632
39
$2.98M 0.55%
21,458
+7,597
40
$2.88M 0.53%
10,169
+3,555
41
$2.87M 0.53%
29,981
+10,486
42
$2.86M 0.53%
39,157
+13,875
43
$2.84M 0.52%
37,254
+13,197
44
$2.78M 0.51%
46,288
+17,512
45
$2.7M 0.5%
94,222
+32,066
46
$2.63M 0.48%
16,120
+5,703
47
$2.56M 0.47%
30,881
+9,495
48
$2.52M 0.46%
17,838
+6,198
49
$2.51M 0.46%
51,883
+17,928
50
$2.46M 0.45%
23,236
+8,297
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