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
26
$6.4M 0.5%
113,953
-25,804
27
$6.31M 0.5%
119,128
-25,488
28
$6.16M 0.48%
157,371
-31,986
29
$6.1M 0.48%
24,969
-4,902
30
$5.92M 0.46%
109,483
-22,290
31
$5.79M 0.45%
266,513
-55,146
32
$5.76M 0.45%
38,876
-8,341
33
$5.71M 0.45%
54,474
-11,054
34
$5.7M 0.45%
121,191
-21,231
35
$5.67M 0.45%
48,943
-9,943
36
$5.61M 0.44%
49,793
-10,203
37
$5.58M 0.44%
11,070
-2,381
38
$5.55M 0.44%
71,387
-18,697
39
$5.49M 0.43%
23,904
-4,799
40
$5.42M 0.43%
35,078
-7,612
41
$5.36M 0.42%
112,370
-21,970
42
$5.28M 0.41%
116,597
-12,496
43
$5.28M 0.41%
17,898
-3,770
44
$5M 0.39%
25,998
-5,198
45
$4.93M 0.39%
12,455
-2,568
46
$4.86M 0.38%
21,049
-4,308
47
$4.8M 0.38%
20,160
-3,904
48
$4.69M 0.37%
37,799
-7,843
49
$4.54M 0.36%
31,775
-6,543
50
$4.35M 0.34%
43,902
-9,068
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