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
776
$999K 0.02%
6,533
-40
777
$999K 0.02%
29,849
+709
778
$996K 0.02%
+30,399
779
$994K 0.02%
13,514
-374
780
$994K 0.02%
29,284
-148
781
$993K 0.02%
34,926
-483
782
$991K 0.02%
218,768
-2,392
783
$989K 0.02%
16,707
+4,132
784
$989K 0.02%
24,020
-709
785
$987K 0.02%
107,179
-4,207
786
$984K 0.02%
52,896
-820
787
$983K 0.02%
25,513
-534
788
$983K 0.02%
29,696
-478
789
$982K 0.02%
54,301
-67
790
$981K 0.02%
105,795
-3,910
791
$973K 0.02%
30,229
-2,076
792
$965K 0.02%
102,317
-3,487
793
$963K 0.02%
60,058
-3,984
794
$960K 0.02%
28,794
+5,656
795
$958K 0.02%
26,685
-29
796
$956K 0.02%
14,761
-160
797
$952K 0.02%
28,315
+3,555
798
$951K 0.02%
+26,074
799
$949K 0.02%
+12,283
800
$947K 0.02%
24,578
-201
30 31
32
33 34