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
$805M
AUM Growth
-$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$313K
3
+$284K
4
RIVN icon
Rivian
RIVN
+$246K
5
VMW
VMware, Inc
VMW
+$168K

Top Sells

1
+$39M
2
+$33.1M
3
+$29.4M
4
AMZN icon
Amazon
AMZN
+$16.8M
5
CHPT icon
ChargePoint
CHPT
+$10.9M

Sector Composition

1 Technology 24.55%
2 Healthcare 11.68%
3 Financials 11.1%
4 Consumer Discretionary 10.6%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.33M 0.54%
7,191
-5,013
27
$4.31M 0.54%
70,488
-49,119
28
$4.18M 0.52%
7,362
-5,117
29
$4.07M 0.51%
28,922
-20,120
30
$3.99M 0.5%
22,989
-15,951
31
$3.98M 0.49%
29,412
-20,483
32
$3.96M 0.49%
15,569
-10,754
33
$3.9M 0.48%
14,116
-9,841
34
$3.83M 0.48%
64,622
-45,041
35
$3.82M 0.47%
75,915
-52,816
36
$3.78M 0.47%
32,200
-22,380
37
$3.69M 0.46%
19,568
-13,629
38
$3.58M 0.45%
68,995
-48,001
39
$3.47M 0.43%
11,908
-8,291
40
$3.47M 0.43%
67,305
-46,884
41
$3.46M 0.43%
71,640
-49,755
42
$3.44M 0.43%
20,631
-14,527
43
$3.44M 0.43%
18,786
-13,054
44
$3.33M 0.41%
12,432
-8,654
45
$3.23M 0.4%
42,196
-29,341
46
$3.2M 0.4%
66,606
-50,233
47
$3.05M 0.38%
11,799
-8,238
48
$3.05M 0.38%
32,655
-22,746
49
$3.02M 0.38%
20,990
-14,083
50
$2.92M 0.36%
157,323
-109,785
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