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
476
$424K 0.03%
15,562
-3,045
477
$423K 0.03%
+2,370
478
$420K 0.03%
5,103
-1,084
479
$419K 0.03%
7,119
-2,134
480
$417K 0.03%
2,952
-559
481
$417K 0.03%
6,212
-671
482
$411K 0.03%
1,625
-379
483
$409K 0.03%
4,705
-1,007
484
$405K 0.03%
8,271
-1,808
485
$405K 0.03%
3,457
-719
486
$404K 0.03%
4,802
-881
487
$404K 0.03%
7,402
-1,657
488
$403K 0.03%
7,222
-1,190
489
$402K 0.03%
3,974
-641
490
$401K 0.03%
16,364
-785
491
$398K 0.03%
6,591
-1,305
492
$395K 0.03%
7,414
-1,486
493
$394K 0.03%
1,605
-306
494
$392K 0.03%
7,962
-2,348
495
$391K 0.03%
2,132
-394
496
$391K 0.03%
1,253
-257
497
$390K 0.03%
3,010
-836
498
$390K 0.03%
8,055
-850
499
$389K 0.03%
774
-160
500
$389K 0.03%
3,592
-808
18 19
20
21 22