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
701
$1.18M 0.02%
117,152
-5,416
702
$1.18M 0.02%
+30,582
703
$1.17M 0.02%
15,359
-563
704
$1.17M 0.02%
20,937
-726
705
$1.16M 0.02%
11,902
-356
706
$1.16M 0.02%
8,101
+11
707
$1.16M 0.02%
44,190
-1,311
708
$1.16M 0.02%
12,165
-103
709
$1.15M 0.02%
266,371
-5,878
710
$1.15M 0.02%
30,735
-243
711
$1.15M 0.02%
+13,839
712
$1.15M 0.02%
34,282
-11,520
713
$1.15M 0.02%
+9,145
714
$1.15M 0.02%
12,032
-304
715
$1.15M 0.02%
12,925
+166
716
$1.15M 0.02%
13,800
+239
717
$1.14M 0.02%
24,707
-753
718
$1.14M 0.02%
35,128
-2,171
719
$1.14M 0.02%
14,196
-197
720
$1.14M 0.02%
30,616
+678
721
$1.14M 0.02%
42,992
-680
722
$1.13M 0.02%
16,717
-271
723
$1.13M 0.02%
88,308
+1,476
724
$1.13M 0.02%
4,615
-35
725
$1.12M 0.02%
23,738
-1,782
27 28
29
30 31