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
551
$1.73M 0.03%
32,880
-1,454
552
$1.73M 0.03%
33,153
+505
553
$1.72M 0.03%
11,762
+367
554
$1.72M 0.03%
117,881
-3,182
555
$1.72M 0.03%
20,035
-1,496
556
$1.71M 0.03%
37,604
-512
557
$1.71M 0.03%
11,894
-38
558
$1.71M 0.03%
19,134
-253
559
$1.71M 0.03%
22,212
-1,407
560
$1.7M 0.03%
178,901
561
$1.69M 0.03%
16,891
-976
562
$1.69M 0.03%
40,425
-1,325
563
$1.69M 0.03%
62,587
+777
564
$1.68M 0.03%
166
+65
565
$1.67M 0.03%
35,798
+1,435
566
$1.67M 0.03%
34,080
-146
567
$1.67M 0.03%
23,706
-228
568
$1.65M 0.03%
13,345
-211
569
$1.65M 0.03%
29,250
-32
570
$1.64M 0.03%
44,342
-947
571
$1.64M 0.03%
42,950
+18,502
572
$1.64M 0.03%
33,646
-1,226
573
$1.63M 0.03%
42,790
-1,287
574
$1.63M 0.03%
90,722
-9,086
575
$1.63M 0.03%
33,346
+17,903
21 22
23
24 25