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
551
$1.67M 0.03%
25,267
-1,954
552
$1.67M 0.03%
196,937
-21,374
553
$1.67M 0.03%
35,088
-763
554
$1.66M 0.03%
45,215
+1,038
555
$1.66M 0.03%
52,301
-1,806
556
$1.65M 0.03%
89,836
-6,673
557
$1.64M 0.03%
18,563
-59
558
$1.64M 0.03%
103,700
-3,056
559
$1.64M 0.03%
13,854
-160
560
$1.63M 0.03%
40,808
-1,439
561
$1.62M 0.03%
47,242
-340
562
$1.62M 0.03%
28,154
-38
563
$1.61M 0.03%
33,700
-854
564
$1.61M 0.03%
63,833
-6,024
565
$1.61M 0.03%
110,826
-1,539
566
$1.61M 0.03%
26,704
+1,944
567
$1.61M 0.03%
24,484
-371
568
$1.61M 0.03%
47,864
+629
569
$1.61M 0.03%
19,766
-500
570
$1.6M 0.03%
28,965
-175
571
$1.6M 0.03%
28,727
+1,163
572
$1.59M 0.03%
46,524
-904
573
$1.58M 0.03%
49,563
+36,911
574
$1.58M 0.03%
22,268
-827
575
$1.58M 0.03%
20,566
-1,195
21 22
23
24 25