IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
-$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$519K
2
+$309K
3
+$284K
4
KDP icon
Keurig Dr Pepper
KDP
+$249K
5
THO icon
Thor Industries
THO
+$223K

Top Sells

1
+$15.3M
2
+$7.7M
3
+$5.38M
4
AMZN icon
Amazon
AMZN
+$4.16M
5
META icon
Meta Platforms (Facebook)
META
+$2M

Sector Composition

1 Technology 21.77%
2 Financials 12.14%
3 Healthcare 11.63%
4 Consumer Discretionary 10.52%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-14,913
802
– –
-4,493
803
– –
-12,260
29 30 31 32
33