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
$2.66B
AUM Growth
-$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$704K
3
+$496K
4
LEAF
Leaf Group Ltd.
LEAF
+$425K
5
PHX
PHX Minerals
PHX
+$402K

Top Sells

1
+$73M
2
+$51.9M
3
+$49.9M
4
XOM icon
Exxon Mobil
XOM
+$40.5M
5
GE icon
GE Aerospace
GE
+$37.2M

Sector Composition

1 Technology 14.4%
2 Healthcare 14.33%
3 Financials 14.07%
4 Industrials 10.22%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$635K 0.02%
31,188
-44,196
577
$627K 0.02%
21,014
-29,614
578
$626K 0.02%
23,686
-33,656
579
$624K 0.02%
17,164
-21,766
580
$623K 0.02%
9,674
-13,629
581
$620K 0.02%
5,857
-7,512
582
$619K 0.02%
32,870
-44,620
583
$617K 0.02%
5,783
-7,463
584
$616K 0.02%
12,591
-18,509
585
$615K 0.02%
9,656
-12,344
586
$615K 0.02%
13,063
-12,885
587
$613K 0.02%
19,313
-29,431
588
$610K 0.02%
7,487
-11,520
589
$610K 0.02%
14,158
-21,028
590
$607K 0.02%
9,390
-14,497
591
$605K 0.02%
9,244
-14,091
592
$604K 0.02%
13,637
-19,315
593
$600K 0.02%
13,516
-19,144
594
$594K 0.02%
9,830
-13,934
595
$592K 0.02%
8,139
-10,466
596
$587K 0.02%
5,490
-7,763
597
$584K 0.02%
18,357
-24,119
598
$579K 0.02%
20,232
-28,143
599
$577K 0.02%
5,993
-8,550
600
$571K 0.02%
17,280
-21,991
22 23
24
25 26