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
$1.27B
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.6M
3
+$1.21M
4
SNOW icon
Snowflake
SNOW
+$816K
5
CZR icon
Caesars Entertainment
CZR
+$584K

Top Sells

1
+$24.2M
2
+$13.3M
3
+$11.5M
4
AMZN icon
Amazon
AMZN
+$7.59M
5
META icon
Meta Platforms (Facebook)
META
+$4.97M

Sector Composition

1 Technology 22.81%
2 Financials 12.14%
3 Healthcare 11.71%
4 Consumer Discretionary 10.56%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$353K 0.03%
9,941
-2,108
527
$353K 0.03%
3,895
-769
528
$353K 0.03%
8,118
-1,639
529
$351K 0.03%
2,523
-631
530
$350K 0.03%
1,907
-244
531
$350K 0.03%
3,644
-306
532
$348K 0.03%
3,677
-818
533
$347K 0.03%
3,606
-631
534
$347K 0.03%
3,706
-768
535
$346K 0.03%
6,517
-1,659
536
$344K 0.03%
8,136
-1,720
537
$342K 0.03%
1,410
-269
538
$342K 0.03%
1,529
-323
539
$342K 0.03%
4,280
-1,054
540
$338K 0.03%
8,095
-1,667
541
$338K 0.03%
2,068
-516
542
$338K 0.03%
5,373
-1,182
543
$338K 0.03%
5,670
-1,286
544
$337K 0.03%
19,726
-4,015
545
$337K 0.03%
+4,401
546
$336K 0.03%
6,148
-1,580
547
$335K 0.03%
3,278
-728
548
$334K 0.03%
4,277
-928
549
$333K 0.03%
2,635
-2,059
550
$333K 0.03%
950
-235
20 21
22
23 24