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 14.34%
2 Healthcare 14.33%
3 Financials 14.07%
4 Industrials 10.28%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$375K 0.01%
13,951
-19,858
752
$373K 0.01%
19,382
-25,390
753
$372K 0.01%
9,600
-900
754
$372K 0.01%
24,484
-31,744
755
$370K 0.01%
11,413
-13,408
756
$369K 0.01%
13,075
-16,899
757
$367K 0.01%
12,482
-16,306
758
$367K 0.01%
13,828
-19,093
759
$364K 0.01%
4,772
-7,504
760
$362K 0.01%
10,794
-13,928
761
$361K 0.01%
14,279
-20,590
762
$360K 0.01%
9,843
-13,889
763
$358K 0.01%
4,717
-6,227
764
$358K 0.01%
5,193
-6,667
765
$357K 0.01%
5,689
-6,523
766
$356K 0.01%
7,327
-9,353
767
$355K 0.01%
2,636
-3,429
768
$355K 0.01%
11,779
-14,199
769
$354K 0.01%
5,044
-6,512
770
$354K 0.01%
14,608
-18,562
771
$353K 0.01%
17,820
-22,707
772
$353K 0.01%
10,242
-17,179
773
$353K 0.01%
14,952
-25,860
774
$351K 0.01%
7,318
-11,619
775
$351K 0.01%
21,377
-26,824
29 30
31
32 33