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
576
$1.58M 0.03%
45,443
-2,284
577
$1.58M 0.03%
30,348
-949
578
$1.57M 0.03%
45,811
-529
579
$1.57M 0.03%
25,596
-1,669
580
$1.56M 0.03%
29,577
-24
581
$1.56M 0.03%
25,896
-1,192
582
$1.55M 0.03%
35,289
-67
583
$1.55M 0.03%
+45,184
584
$1.55M 0.03%
37,723
+312
585
$1.55M 0.03%
11,797
-143
586
$1.54M 0.03%
21,832
-83
587
$1.54M 0.03%
31,095
+656
588
$1.54M 0.03%
25,614
-992
589
$1.54M 0.03%
19,526
+1,361
590
$1.54M 0.03%
47,174
-217
591
$1.54M 0.03%
31,666
-1,929
592
$1.53M 0.03%
10,110
-227
593
$1.52M 0.03%
39,461
-118
594
$1.52M 0.03%
19,569
+30
595
$1.52M 0.03%
84,056
+596
596
$1.51M 0.03%
32,377
-199
597
$1.51M 0.03%
5,492
+734
598
$1.5M 0.03%
25,311
-1,366
599
$1.5M 0.03%
70,137
-650
600
$1.5M 0.03%
35,155
-1,038
22 23
24
25 26