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
476
$254K 0.03%
4,518
-10,745
477
$254K 0.03%
2,894
-1,966
478
$253K 0.03%
3,571
-2,510
479
$252K 0.03%
13,266
+2,312
480
$251K 0.03%
1,340
-944
481
$250K 0.03%
4,857
-3,322
482
$250K 0.03%
4,773
-3,363
483
$247K 0.03%
966
-679
484
$247K 0.03%
4,321
-3,081
485
$246K 0.03%
+2,374
486
$246K 0.03%
3,064
-1,955
487
$245K 0.03%
2,685
-1,849
488
$245K 0.03%
1,003
-674
489
$244K 0.03%
6,522
-4,600
490
$244K 0.03%
834
-587
491
$243K 0.03%
6,184
-3,616
492
$241K 0.03%
8,527
-5,649
493
$241K 0.03%
911
-636
494
$240K 0.03%
1,021
-714
495
$239K 0.03%
9,687
-6,922
496
$238K 0.03%
9,172
-6,390
497
$238K 0.03%
1,254
-872
498
$237K 0.03%
2,200
-1,506
499
$237K 0.03%
4,717
-3,378
500
$237K 0.03%
2,798
-1,907
18 19
20
21 22