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
601
$1.5M 0.03%
13,930
-413
602
$1.49M 0.03%
27,751
+458
603
$1.49M 0.03%
16,367
-38
604
$1.49M 0.03%
17,048
-127
605
$1.48M 0.03%
33,136
-313
606
$1.47M 0.03%
+64,721
607
$1.47M 0.03%
45,150
-290
608
$1.47M 0.03%
103,036
+1,972
609
$1.47M 0.03%
11,565
-108
610
$1.46M 0.03%
20,475
-574
611
$1.45M 0.03%
+10,442
612
$1.45M 0.03%
42,107
-390
613
$1.45M 0.03%
40,369
-957
614
$1.44M 0.03%
37,196
+228
615
$1.44M 0.03%
20,405
+179
616
$1.44M 0.03%
66,502
+391
617
$1.44M 0.03%
12,245
+1,104
618
$1.43M 0.03%
24,364
-579
619
$1.42M 0.03%
41,918
-322
620
$1.41M 0.03%
38,285
-481
621
$1.4M 0.03%
18,895
+77
622
$1.4M 0.03%
56,737
-398
623
$1.4M 0.03%
12,842
-628
624
$1.39M 0.03%
19,818
-672
625
$1.39M 0.03%
18,405
-703
23 24
25
26 27