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
$2.66B
AUM Growth
-$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$704K
3
+$496K
4
LEAF
Leaf Group Ltd.
LEAF
+$425K
5
PHX
PHX Minerals
PHX
+$402K

Top Sells

1
+$73M
2
+$51.9M
3
+$49.9M
4
XOM icon
Exxon Mobil
XOM
+$40.5M
5
GE icon
GE Aerospace
GE
+$37.2M

Sector Composition

1 Technology 14.4%
2 Healthcare 14.33%
3 Financials 14.07%
4 Industrials 10.22%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$408K 0.02%
15,376
-19,145
727
$402K 0.02%
+23,225
728
$401K 0.02%
8,621
-12,236
729
$400K 0.02%
7,211
-9,402
730
$399K 0.02%
21,734
-41,890
731
$398K 0.02%
13,746
-17,250
732
$395K 0.01%
11,796
-16,923
733
$395K 0.01%
+9,482
734
$394K 0.01%
6,068
-7,729
735
$394K 0.01%
8,352
-11,117
736
$394K 0.01%
6,992
-9,968
737
$392K 0.01%
5,519
-7,164
738
$389K 0.01%
15,423
-20,022
739
$388K 0.01%
24,451
-30,350
740
$387K 0.01%
6,680
-8,650
741
$387K 0.01%
52,279
-65,014
742
$385K 0.01%
11,624
-14,848
743
$384K 0.01%
3,725
-5,336
744
$383K 0.01%
13,263
-17,514
745
$382K 0.01%
6,256
-9,011
746
$379K 0.01%
11,821
-15,080
747
$377K 0.01%
7,593
-11,009
748
$376K 0.01%
14,461
-23,163
749
$375K 0.01%
12,331
-16,025
750
$375K 0.01%
10,675
-13,673
28 29
30
31 32