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
$1.27B
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.6M
3
+$1.21M
4
SNOW icon
Snowflake
SNOW
+$816K
5
CZR icon
Caesars Entertainment
CZR
+$584K

Top Sells

1
+$24.2M
2
+$13.3M
3
+$11.5M
4
AMZN icon
Amazon
AMZN
+$7.59M
5
META icon
Meta Platforms (Facebook)
META
+$4.97M

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
601
$284K 0.02%
6,123
-1,194
602
$284K 0.02%
+827
603
$284K 0.02%
6,398
-1,335
604
$283K 0.02%
3,969
-796
605
$282K 0.02%
1,935
-347
606
$282K 0.02%
1,444
-301
607
$281K 0.02%
+13,044
608
$281K 0.02%
3,635
-753
609
$280K 0.02%
7,183
-1,444
610
$279K 0.02%
1,107
-218
611
$279K 0.02%
1,607
-333
612
$277K 0.02%
3,116
-731
613
$276K 0.02%
1,553
-308
614
$276K 0.02%
6,853
-1,261
615
$275K 0.02%
2,211
-439
616
$272K 0.02%
3,003
-183
617
$272K 0.02%
5,069
-1,084
618
$271K 0.02%
1,416
-303
619
$271K 0.02%
5,813
-1,444
620
$271K 0.02%
1,562
-331
621
$271K 0.02%
1,220
-234
622
$271K 0.02%
265
-42
623
$269K 0.02%
+1,512
624
$269K 0.02%
1,723
-302
625
$269K 0.02%
5,798
-985
23 24
25
26 27