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
$5.25B
AUM Growth
-$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$5.33M
3
+$4.35M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
QRVO icon
Qorvo
QRVO
+$2.63M

Top Sells

1
+$9.47M
2
+$8.08M
3
+$5.93M
4
PCYC
PHARMACYCLICS INC
PCYC
+$3.85M
5
XOM icon
Exxon Mobil
XOM
+$3.82M

Sector Composition

1 Healthcare 15.15%
2 Financials 14.82%
3 Technology 13.9%
4 Industrials 10.24%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$895K 0.02%
20,021
-3,378
802
$894K 0.02%
32,697
-1,801
803
$894K 0.02%
3,702
+744
804
$894K 0.02%
20,102
-1,458
805
$894K 0.02%
10,286
-256
806
$891K 0.02%
21,008
-281
807
$890K 0.02%
11,660
-161
808
$890K 0.02%
19,138
+1,379
809
$889K 0.02%
9,690
-65
810
$884K 0.02%
53,786
-3,492
811
$876K 0.02%
1,974
-205
812
$876K 0.02%
25,842
-1,132
813
$874K 0.02%
115,458
-6,739
814
$870K 0.02%
1,339
-369
815
$866K 0.02%
20,708
-1,005
816
$865K 0.02%
35,815
-701
817
$864K 0.02%
+56,166
818
$864K 0.02%
19,635
-1,783
819
$863K 0.02%
+35,608
820
$862K 0.02%
24,004
+3,041
821
$861K 0.02%
5,912
+522
822
$859K 0.02%
37,430
-3,505
823
$857K 0.02%
+33,323
824
$854K 0.02%
40,397
-316
825
$853K 0.02%
40,790
-590
31 32
33
34 35