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
626
$1.39M 0.03%
15,580
+461
627
$1.39M 0.03%
48,998
+1,478
628
$1.38M 0.03%
24,583
-207
629
$1.38M 0.03%
16,296
-43
630
$1.38M 0.03%
19,001
631
$1.38M 0.03%
10,832
-76
632
$1.38M 0.03%
28,122
-1,522
633
$1.38M 0.03%
33,881
-1,033
634
$1.37M 0.03%
+14,736
635
$1.37M 0.03%
49,238
-320
636
$1.36M 0.03%
17,424
-201
637
$1.36M 0.03%
23,833
-857
638
$1.36M 0.03%
36,099
+2,529
639
$1.36M 0.03%
15,574
-101
640
$1.36M 0.03%
17,083
-700
641
$1.35M 0.03%
24,211
-829
642
$1.35M 0.03%
26,554
-2,112
643
$1.35M 0.03%
42,118
-1,744
644
$1.35M 0.03%
17,635
-383
645
$1.34M 0.03%
+55,756
646
$1.34M 0.03%
19,163
-148
647
$1.34M 0.03%
42,813
+559
648
$1.33M 0.03%
18,127
-2
649
$1.33M 0.03%
44,946
-505
650
$1.33M 0.03%
28,797
-1,053
24 25
26
27 28