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
501
$1.91M 0.04%
15,409
+279
502
$1.9M 0.04%
7,553
-239
503
$1.9M 0.04%
30,782
+9,858
504
$1.89M 0.04%
42,949
-2,660
505
$1.88M 0.04%
11,774
-681
506
$1.87M 0.04%
47,031
+19
507
$1.87M 0.04%
54,498
+76
508
$1.86M 0.04%
4,269
-137
509
$1.85M 0.04%
46,599
+1,648
510
$1.83M 0.04%
35,810
-1,011
511
$1.83M 0.04%
64,135
-846
512
$1.82M 0.04%
33,612
-2,178
513
$1.82M 0.04%
46,917
-998
514
$1.81M 0.03%
33,148
+3,341
515
$1.81M 0.03%
38,872
+37
516
$1.81M 0.03%
36,031
-657
517
$1.81M 0.03%
53,290
+2,857
518
$1.8M 0.03%
13,940
-992
519
$1.79M 0.03%
31,504
+6,130
520
$1.79M 0.03%
37,603
+132
521
$1.79M 0.03%
73,372
+134
522
$1.79M 0.03%
16,555
-161
523
$1.79M 0.03%
40,811
-223
524
$1.79M 0.03%
28,514
-1,804
525
$1.78M 0.03%
14,388
-203
19 20
21
22 23