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
$543M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.15M
3
+$7.41M
4
META icon
Meta Platforms (Facebook)
META
+$3.56M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.2M

Top Sells

1
+$129M
2
+$3.14M
3
+$1.31M
4
FANG icon
Diamondback Energy
FANG
+$341K
5
RCL icon
Royal Caribbean
RCL
+$334K

Sector Composition

1 Technology 23.38%
2 Healthcare 15.66%
3 Financials 13.53%
4 Communication Services 10.54%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.45%
18,199
+6,440
52
$2.41M 0.44%
32,289
+11,360
53
$2.41M 0.44%
11,079
+3,927
54
$2.35M 0.43%
13,612
+4,805
55
$2.34M 0.43%
98,690
+34,500
56
$2.26M 0.42%
53,652
+17,895
57
$2.22M 0.41%
22,197
+8,385
58
$2.17M 0.4%
62,265
+19,395
59
$2.13M 0.39%
6,297
+2,214
60
$2.13M 0.39%
17,372
+5,266
61
$1.99M 0.37%
29,419
+10,200
62
$1.99M 0.37%
13,320
+4,725
63
$1.97M 0.36%
30,001
+10,540
64
$1.95M 0.36%
32,892
+11,522
65
$1.94M 0.36%
32,671
+11,592
66
$1.93M 0.36%
15,888
+5,440
67
$1.93M 0.35%
16,861
+5,976
68
$1.83M 0.34%
36,568
+12,679
69
$1.83M 0.34%
47,227
+16,684
70
$1.75M 0.32%
20,348
+6,896
71
$1.74M 0.32%
43,997
+15,497
72
$1.73M 0.32%
3,968
+1,336
73
$1.67M 0.31%
17,853
+6,229
74
$1.64M 0.3%
9,228
+3,264
75
$1.63M 0.3%
5,681
+1,654
1 2
3
4 5