IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.04%
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
+$1.71M
2
+$1.55M
3
+$1.06M
4
SNOW icon
Snowflake
SNOW
+$785K
5
TVRD
Tvardi Therapeutics
TVRD
+$710K

Top Sells

1
+$23.7M
2
+$12.6M
3
+$10.8M
4
AMZN icon
Amazon
AMZN
+$7.33M
5
LIN icon
Linde
LIN
+$4.8M

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
551
$333K 0.03%
3,803
-1,024
552
$333K 0.03%
+491
553
$332K 0.03%
7,766
-1,817
554
$332K 0.03%
4,112
-851
555
$331K 0.03%
10,886
-2,846
556
$330K 0.03%
3,967
-495
557
$329K 0.03%
2,996
-564
558
$323K 0.03%
16,079
-3,097
559
$323K 0.03%
3,643
-906
560
$322K 0.03%
3,780
-812
561
$322K 0.03%
+11,710
562
$321K 0.03%
1,940
-176
563
$320K 0.03%
1,809
-340
564
$320K 0.03%
3,263
-527
565
$319K 0.03%
4,723
-905
566
$316K 0.02%
2,541
-285
567
$315K 0.02%
5,063
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568
$315K 0.02%
+5,652
569
$313K 0.02%
6,081
-1,209
570
$313K 0.02%
1,677
-416
571
$313K 0.02%
9,800
-2,077
572
$311K 0.02%
+4,866
573
$311K 0.02%
2,122
-393
574
$309K 0.02%
+4,581
575
$309K 0.02%
1,547
-268
21 22
23
24 25