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
501
$237K 0.03%
1,748
-1,262
502
$235K 0.03%
2,140
-1,452
503
$235K 0.03%
5,373
-3,746
504
$233K 0.03%
2,106
-1,537
505
$232K 0.03%
1,781
-1,253
506
$231K 0.03%
4,726
-3,327
507
$231K 0.03%
18,408
-13,048
508
$231K 0.03%
9,772
-6,307
509
$231K 0.03%
2,513
-1,626
510
$227K 0.03%
843
-601
511
$226K 0.03%
3,082
-2,103
512
$224K 0.03%
2,138
-1,468
513
$224K 0.03%
2,783
-1,892
514
$224K 0.03%
2,148
-1,496
515
$222K 0.03%
2,851
-1,986
516
$221K 0.03%
3,030
-2,117
517
$221K 0.03%
2,840
-1,982
518
$221K 0.03%
1,701
-1,201
519
$218K 0.03%
664
-463
520
$216K 0.03%
2,126
-1,551
521
$216K 0.03%
5,424
-3,760
522
$215K 0.03%
1,922
-1,341
523
$214K 0.03%
2,292
-1,582
524
$214K 0.03%
3,128
-2,245
525
$214K 0.03%
2,114
-1,529
19 20
21
22 23