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
526
$1.78M 0.03%
23,640
-418
527
$1.78M 0.03%
165,220
-6,097
528
$1.78M 0.03%
19,766
-37
529
$1.78M 0.03%
35,889
-1,347
530
$1.77M 0.03%
18,540
-171
531
$1.76M 0.03%
37,446
+6,239
532
$1.75M 0.03%
64,067
+218
533
$1.74M 0.03%
105,412
-2,120
534
$1.74M 0.03%
34,269
+1,287
535
$1.73M 0.03%
22,020
-218
536
$1.72M 0.03%
23,490
-210
537
$1.72M 0.03%
16,626
-175
538
$1.72M 0.03%
23,897
-169
539
$1.71M 0.03%
36,379
-680
540
$1.71M 0.03%
56,590
-480
541
$1.71M 0.03%
19,085
+8,196
542
$1.7M 0.03%
25,134
-681
543
$1.7M 0.03%
128,236
-129
544
$1.7M 0.03%
+11,787
545
$1.7M 0.03%
20,122
+256
546
$1.69M 0.03%
14,158
-152
547
$1.69M 0.03%
60,376
-190
548
$1.68M 0.03%
68,546
-936
549
$1.68M 0.03%
24,948
-1,732
550
$1.68M 0.03%
46,382
-1,572
20 21
22
23 24