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
526
$214K 0.03%
13,052
-9,124
527
$213K 0.03%
1,329
-921
528
$213K 0.03%
1,563
-1,111
529
$212K 0.03%
855
-561
530
$212K 0.03%
1,753
-1,199
531
$212K 0.03%
2,811
-1,987
532
$212K 0.03%
2,504
-1,776
533
$211K 0.03%
673
-425
534
$210K 0.03%
7,400
-5,162
535
$210K 0.03%
3,561
-2,449
536
$209K 0.03%
3,419
-2,470
537
$209K 0.03%
2,349
-1,625
538
$209K 0.03%
2,525
-1,752
539
$208K 0.03%
5,521
-3,803
540
$208K 0.03%
1,393
-976
541
$207K 0.03%
3,588
-2,560
542
$207K 0.03%
1,983
-1,346
543
$205K 0.03%
1,228
-840
544
$204K 0.03%
11,758
-7,968
545
$204K 0.03%
1,829
-1,287
546
$203K 0.03%
4,657
-3,182
547
$203K 0.03%
4,762
-3,180
548
$202K 0.03%
6,169
-4,717
549
$202K 0.03%
2,762
-1,961
550
$202K 0.03%
3,629
-2,489
20 21
22
23 24