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
751
$1.07M 0.02%
+24,695
752
$1.07M 0.02%
10,050
-45
753
$1.07M 0.02%
14,326
-76
754
$1.06M 0.02%
+55,756
755
$1.06M 0.02%
42,540
-336
756
$1.06M 0.02%
63,361
-744
757
$1.05M 0.02%
12,511
-575
758
$1.05M 0.02%
9,622
-653
759
$1.05M 0.02%
42,624
+1,347
760
$1.04M 0.02%
7,742
-156
761
$1.04M 0.02%
70,936
+354
762
$1.04M 0.02%
49,411
-508
763
$1.04M 0.02%
11,656
+195
764
$1.04M 0.02%
20,900
-585
765
$1.03M 0.02%
19,307
-215
766
$1.03M 0.02%
12,866
+228
767
$1.03M 0.02%
48,141
-4,479
768
$1.03M 0.02%
46,804
+663
769
$1.02M 0.02%
+16,055
770
$1.01M 0.02%
37,435
-499
771
$1.01M 0.02%
40,148
-1,854
772
$1M 0.02%
24,510
-751
773
$1M 0.02%
1,814
+19
774
$1M 0.02%
27,090
+214
775
$999K 0.02%
28,049
-1,269
29 30
31
32 33