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
476
$17K ﹤0.01%
+2,665
477
$16K ﹤0.01%
+13,764
478
$4K ﹤0.01%
109
+14
479
-1,833
480
-2,502
481
-2,768
482
-5,123
483
-3,405
484
-730
485
-8,703
486
-6,729
487
-5,809
488
-62,890
489
-2,044
490
-40,308
491
-3,668
492
-776,193
493
-1,709