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
$1.16B
AUM Growth
+$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$15.9M
3 +$14.4M
4
AMZN icon
Amazon
AMZN
+$12.2M
5
META icon
Meta Platforms (Facebook)
META
+$5.75M

Sector Composition

1 Technology 22.83%
2 Healthcare 12.6%
3 Financials 10.72%
4 Consumer Discretionary 10.64%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
-4,952
677
-1,230
678
-11,359
679
-13,434