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
676
$1.25M 0.02%
36,122
-621
677
$1.24M 0.02%
70,350
+437
678
$1.24M 0.02%
20,724
-518
679
$1.24M 0.02%
11,913
-636
680
$1.24M 0.02%
35,126
-1,252
681
$1.23M 0.02%
10,746
+2,159
682
$1.23M 0.02%
29,324
-414
683
$1.23M 0.02%
34,847
+21
684
$1.23M 0.02%
17,432
+1,357
685
$1.22M 0.02%
33,852
+15,401
686
$1.22M 0.02%
89,768
-5,792
687
$1.22M 0.02%
35,807
-1,065
688
$1.22M 0.02%
44,924
-2,748
689
$1.21M 0.02%
49,970
+3,466
690
$1.21M 0.02%
27,483
-731
691
$1.2M 0.02%
31,311
+119
692
$1.2M 0.02%
13,956
+104
693
$1.2M 0.02%
15,650
-89
694
$1.2M 0.02%
26,400
-167
695
$1.2M 0.02%
24,285
-659
696
$1.19M 0.02%
18,284
-478
697
$1.19M 0.02%
25,841
-632
698
$1.19M 0.02%
18,583
-351
699
$1.19M 0.02%
79,104
-384
700
$1.18M 0.02%
49,138
-264
26 27
28
29 30