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
726
$1.12M 0.02%
+28,666
727
$1.12M 0.02%
38,779
-2,580
728
$1.12M 0.02%
+17,579
729
$1.11M 0.02%
28,629
-779
730
$1.11M 0.02%
36,668
-215
731
$1.11M 0.02%
+19,728
732
$1.11M 0.02%
37,191
-288
733
$1.11M 0.02%
11,529
-121
734
$1.11M 0.02%
26,809
-624
735
$1.11M 0.02%
37,725
+64
736
$1.11M 0.02%
21,613
+1,178
737
$1.11M 0.02%
+69,530
738
$1.1M 0.02%
29,500
+480
739
$1.1M 0.02%
10,334
+108
740
$1.1M 0.02%
24,797
-61
741
$1.09M 0.02%
9,924
-172
742
$1.09M 0.02%
18,159
-1,127
743
$1.09M 0.02%
11,586
+76
744
$1.09M 0.02%
12,052
-319
745
$1.09M 0.02%
36,267
-91
746
$1.08M 0.02%
51,895
-966
747
$1.08M 0.02%
+24,222
748
$1.08M 0.02%
+22,536
749
$1.08M 0.02%
22,287
+239
750
$1.07M 0.02%
15,903
-484
28 29
30
31 32