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
651
$254K 0.02%
3,003
+130
652
$253K 0.02%
2,424
-459
653
$252K 0.02%
1,710
-318
654
$252K 0.02%
5,527
-956
655
$251K 0.02%
9,405
-3,467
656
$251K 0.02%
+2,214
657
$251K 0.02%
13,555
-3,078
658
$250K 0.02%
9,133
-2,242
659
$250K 0.02%
4,304
-963
660
$250K 0.02%
10,123
-2,102
661
$249K 0.02%
4,159
-801
662
$248K 0.02%
+3,830
663
$248K 0.02%
372
-78
664
$247K 0.02%
3,905
-1,243
665
$247K 0.02%
+3,887
666
$247K 0.02%
4,335
-930
667
$247K 0.02%
4,481
-1,018
668
$247K 0.02%
3,450
-660
669
$246K 0.02%
+5,778
670
$246K 0.02%
4,589
-1,123
671
$246K 0.02%
3,404
-528
672
$245K 0.02%
4,285
-777
673
$244K 0.02%
11,704
-2,475
674
$244K 0.02%
1,258
-239
675
$244K 0.02%
1,960
-474
25 26
27
28 29