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
651
$1.33M 0.03%
36,418
-289
652
$1.33M 0.03%
20,887
+6,455
653
$1.32M 0.03%
44,342
+9,449
654
$1.31M 0.03%
35,089
+3,579
655
$1.31M 0.03%
20,761
-131
656
$1.31M 0.03%
134,260
-2,361
657
$1.31M 0.03%
24,334
+221
658
$1.31M 0.03%
20,716
-441
659
$1.3M 0.03%
23,564
-109
660
$1.3M 0.02%
56,853
-192
661
$1.3M 0.02%
27,516
-49
662
$1.29M 0.02%
53,785
+6,213
663
$1.28M 0.02%
+9,121
664
$1.28M 0.02%
34,900
-548
665
$1.28M 0.02%
33,887
+123
666
$1.28M 0.02%
39,204
+5,638
667
$1.27M 0.02%
17,805
+1,117
668
$1.27M 0.02%
18,544
-835
669
$1.26M 0.02%
10,444
-372
670
$1.26M 0.02%
15,636
-298
671
$1.26M 0.02%
101,249
-1,214
672
$1.26M 0.02%
11,906
+1,203
673
$1.26M 0.02%
24,688
-914
674
$1.25M 0.02%
19,987
-245
675
$1.25M 0.02%
1,076
-93
25 26
27
28 29