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
$538M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$5.88M
3
+$4.56M
4
META icon
Meta Platforms (Facebook)
META
+$4.28M
5
XOM icon
Exxon Mobil
XOM
+$4.04M

Top Sells

1
+$10.8M
2
+$5.99M
3
+$2.68M
4
VTLE icon
Vital Energy
VTLE
+$702K
5
YHOO
Yahoo Inc
YHOO
+$599K

Sector Composition

1 Financials 16.34%
2 Technology 15.78%
3 Healthcare 14.82%
4 Communication Services 10.4%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 0.45%
19,787
+7,846
52
$2.25M 0.42%
41,404
+17,200
53
$2.25M 0.42%
34,524
+14,324
54
$2.25M 0.42%
556,640
+329,600
55
$2.25M 0.42%
38,708
+15,728
56
$2.24M 0.42%
24,920
+9,722
57
$2.23M 0.42%
8,226
+3,489
58
$2.23M 0.41%
36,146
+15,346
59
$2.23M 0.41%
8,985
+3,524
60
$2.2M 0.41%
23,950
+10,140
61
$2.13M 0.4%
32,359
+13,603
62
$2.13M 0.4%
18,988
+7,854
63
$2.1M 0.39%
14,804
+6,930
64
$2.1M 0.39%
15,180
+6,347
65
$2.1M 0.39%
24,397
+10,174
66
$2.09M 0.39%
16,882
+7,094
67
$2M 0.37%
22,903
+10,729
68
$1.91M 0.36%
21,223
+8,844
69
$1.91M 0.36%
10,694
+4,527
70
$1.91M 0.36%
12,087
+6,644
71
$1.9M 0.35%
6,131
+2,531
72
$1.86M 0.35%
9,537
+5,157
73
$1.85M 0.34%
11,377
+6,222
74
$1.83M 0.34%
4,851
+2,615
75
$1.82M 0.34%
20,999
+8,339
1 2
3
4 5