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
476
$2.06M 0.04%
26,355
-1,165
477
$2.04M 0.04%
65,625
+5,764
478
$2.04M 0.04%
59,843
-9,887
479
$2.04M 0.04%
76,990
-120
480
$2.04M 0.04%
16,985
+185
481
$2.04M 0.04%
13,773
+1,025
482
$2.04M 0.04%
60,828
+11,111
483
$2.03M 0.04%
44,721
-1,027
484
$2.03M 0.04%
45,190
-638
485
$2.01M 0.04%
103,446
-1,727
486
$2M 0.04%
34,448
+1,358
487
$1.99M 0.04%
41,648
-294
488
$1.97M 0.04%
50,806
-388
489
$1.97M 0.04%
32,455
+936
490
$1.96M 0.04%
33,618
-1,415
491
$1.96M 0.04%
18,087
+1,216
492
$1.95M 0.04%
102,519
+942
493
$1.95M 0.04%
23,434
-218
494
$1.94M 0.04%
44,397
+2,366
495
$1.94M 0.04%
+109,912
496
$1.93M 0.04%
201,231
-5,275
497
$1.93M 0.04%
96,160
-3,534
498
$1.93M 0.04%
36,021
+75
499
$1.92M 0.04%
36,604
-478
500
$1.92M 0.04%
21,338
-358
18 19
20
21 22