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
51
$20.2M 0.39%
371,294
-8,727
52
$19.8M 0.38%
271,405
-28,576
53
$19.4M 0.37%
451,432
-25,406
54
$19.2M 0.37%
115,022
-2,988
55
$19M 0.36%
60,552
-678
56
$18.6M 0.36%
182,272
-4,496
57
$18.4M 0.35%
209,186
-3,150
58
$17.9M 0.34%
242,846
-1,076
59
$17.7M 0.34%
207,650
-7,526
60
$17.2M 0.33%
159,524
-9,837
61
$17.1M 0.33%
488,216
-18,629
62
$16.9M 0.33%
988,109
-5,800
63
$16.7M 0.32%
134,714
-2,913
64
$16.4M 0.31%
1,075,474
-28,494
65
$16.2M 0.31%
139,455
-985
66
$16.2M 0.31%
254,985
-6,838
67
$16.1M 0.31%
431,820
-27,422
68
$16.1M 0.31%
767,208
-24,604
69
$16M 0.31%
235,390
-5,449
70
$15.8M 0.3%
389,131
-12,970
71
$15.7M 0.3%
13,166
-140
72
$15.7M 0.3%
152,519
-2,203
73
$15.7M 0.3%
225,249
-25,901
74
$15.5M 0.3%
251,611
-4,415
75
$15.3M 0.29%
246,907
-3,170
1 2
3
4 5