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
776
$350K 0.01%
13,327
-21,166
777
$348K 0.01%
15,416
-22,805
778
$348K 0.01%
9,514
-9,844
779
$347K 0.01%
41,216
-53,475
780
$347K 0.01%
2,920
-3,657
781
$346K 0.01%
9,513
-12,631
782
$344K 0.01%
867
-1,098
783
$343K 0.01%
17,588
-23,168
784
$342K 0.01%
35,366
-46,679
785
$341K 0.01%
43,016
-61,732
786
$341K 0.01%
5,266
-7,158
787
$340K 0.01%
6,749
-8,670
788
$339K 0.01%
15,189
-18,318
789
$339K 0.01%
41,729
-54,715
790
$338K 0.01%
5,609
-7,941
791
$338K 0.01%
9,733
-14,136
792
$338K 0.01%
30,604
-39,900
793
$337K 0.01%
6,501
-8,258
794
$336K 0.01%
10,460
-14,461
795
$335K 0.01%
9,089
-12,417
796
$335K 0.01%
3,484
-4,499
797
$333K 0.01%
11,529
-16,938
798
$333K 0.01%
6,048
-7,087
799
$332K 0.01%
4,562
-5,860
800
$332K 0.01%
6,472
-8,504
30 31
32
33 34