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
$5.25B
AUM Growth
-$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$5.33M
3
+$4.35M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
QRVO icon
Qorvo
QRVO
+$2.63M

Top Sells

1
+$9.47M
2
+$8.08M
3
+$5.93M
4
PCYC
PHARMACYCLICS INC
PCYC
+$3.85M
5
XOM icon
Exxon Mobil
XOM
+$3.82M

Sector Composition

1 Healthcare 15.15%
2 Financials 14.82%
3 Technology 13.9%
4 Industrials 10.24%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.85M 0.04%
28,385
+1,641
527
$1.85M 0.04%
65,598
-464
528
$1.84M 0.04%
22,464
-173
529
$1.84M 0.04%
3,916
-201
530
$1.83M 0.03%
33,015
-844
531
$1.81M 0.03%
32,876
+4,397
532
$1.8M 0.03%
43,386
-717
533
$1.8M 0.03%
33,991
-653
534
$1.8M 0.03%
30,879
-1,541
535
$1.8M 0.03%
44,173
-561
536
$1.79M 0.03%
32,982
-1,427
537
$1.79M 0.03%
15,140
+11,059
538
$1.79M 0.03%
88,722
-4,023
539
$1.79M 0.03%
31,893
+14,295
540
$1.78M 0.03%
45,560
+96
541
$1.78M 0.03%
+27,214
542
$1.77M 0.03%
86,347
-15,175
543
$1.76M 0.03%
69,363
+2,571
544
$1.76M 0.03%
34,795
+55
545
$1.76M 0.03%
34,158
-945
546
$1.75M 0.03%
16,578
-941
547
$1.75M 0.03%
42,546
-2,110
548
$1.74M 0.03%
20,335
-1,136
549
$1.74M 0.03%
42,915
-680
550
$1.74M 0.03%
95,435
-10,287
20 21
22
23 24