IRF
IBM Retirement Fund Portfolio holdings
AUM
$72.1M
This Quarter Return
+8.67%
1 Year Return
-12.05%
3 Year Return
+54.45%
5 Year Return
+100.28%
10 Year Return
–
AUM
$1.27B
AUM Growth
+$1.27B
(-9.7%)
Cap. Flow
-$241M
Cap. Flow
% of AUM
-18.91%
Top 10 Holdings %
Top 10 Hldgs %
32.46%
Holding
808
New
35
Increased
20
Reduced
695
Closed
57
Top Buys
| 1 |
Blackstone
BX
|
$1.87M |
| 2 |
NXP Semiconductors
NXPI
|
$1.6M |
| 3 |
Palantir
PLTR
|
$1.21M |
| 4 |
CSX Corp
CSX
|
$1.21M |
| 5 |
Sherwin-Williams
SHW
|
$1.11M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$24.2M |
| 2 |
Apple
AAPL
|
$13.3M |
| 3 |
Microsoft
MSFT
|
$11.5M |
| 4 |
Amazon
AMZN
|
$7.59M |
| 5 |
Meta Platforms (Facebook)
META
|
$4.97M |
Sector Composition
| 1 | Technology | 22.81% |
| 2 | Financials | 12.14% |
| 3 | Healthcare | 11.71% |
| 4 | Consumer Discretionary | 10.56% |
| 5 | Communication Services | 9.49% |
