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
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