IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.04%
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
+$1.71M
2
+$1.55M
3
+$1.06M
4
SNOW icon
Snowflake
SNOW
+$785K
5
TVRD
Tvardi Therapeutics
TVRD
+$710K

Top Sells

1
+$23.7M
2
+$12.6M
3
+$10.8M
4
AMZN icon
Amazon
AMZN
+$7.33M
5
LIN icon
Linde
LIN
+$4.8M

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
701
$222K 0.02%
6,719
-1,571
702
$222K 0.02%
2,428
-466
703
$222K 0.02%
1,158
-235
704
$221K 0.02%
800
-873
705
$220K 0.02%
900
-195
706
$220K 0.02%
3,760
-767
707
$220K 0.02%
3,465
-802
708
$219K 0.02%
+8,025
709
$218K 0.02%
+7,212
710
$218K 0.02%
1,911
-395
711
$217K 0.02%
2,858
-627
712
$216K 0.02%
3,791
-556
713
$215K 0.02%
+4,616
714
$215K 0.02%
1,021
-195
715
$214K 0.02%
6,269
-1,364
716
$213K 0.02%
3,435
-783
717
$212K 0.02%
+1,254
718
$211K 0.02%
6,457
-1,057
719
$211K 0.02%
3,962
-662
720
$211K 0.02%
1,857
-401
721
$210K 0.02%
1,592
-293
722
$208K 0.02%
+5,432
723
$207K 0.02%
4,546
+144
724
$207K 0.02%
10,286
-2,159
725
$207K 0.02%
4,359
-632
27 28
29
30 31