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
801
$945K 0.02%
21,073
-779
802
$940K 0.02%
11,133
+17
803
$939K 0.02%
10,799
-78
804
$936K 0.02%
28,273
+254
805
$932K 0.02%
47,205
+220
806
$931K 0.02%
66,060
+16,398
807
$926K 0.02%
33,834
-434
808
$926K 0.02%
6,139
-402
809
$925K 0.02%
37,080
-1,004
810
$925K 0.02%
17,428
-504
811
$923K 0.02%
27,466
-536
812
$922K 0.02%
35,181
-363
813
$919K 0.02%
1,499
+21
814
$916K 0.02%
18,271
+5,084
815
$916K 0.02%
23,919
-705
816
$915K 0.02%
15,670
-71
817
$912K 0.02%
74,975
+25,398
818
$907K 0.02%
58,634
+586
819
$906K 0.02%
13,049
-339
820
$899K 0.02%
40,466
-1,164
821
$898K 0.02%
14,501
-355
822
$895K 0.02%
13,881
-140
823
$891K 0.02%
37,590
-771
824
$891K 0.02%
12,672
-43
825
$890K 0.02%
19,099
-297
31 32
33
34 35