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 13.56%
3 Healthcare 13.2%
4 Industrials 10.85%
5 Energy 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$889K 0.02%
27,738
-812
827
$889K 0.02%
59,096
-680
828
$887K 0.02%
34,082
-299
829
$887K 0.02%
41,772
-449
830
$882K 0.02%
2,233
-102
831
$882K 0.02%
11,562
+45
832
$877K 0.02%
37,483
-1,119
833
$877K 0.02%
104,787
-216,639
834
$877K 0.02%
10,544
-406
835
$874K 0.02%
49,790
-774
836
$868K 0.02%
+34,921
837
$868K 0.02%
10,970
-140
838
$868K 0.02%
17,500
-490
839
$865K 0.02%
25,136
-88
840
$865K 0.02%
120,153
-2,499
841
$860K 0.02%
21,912
-644
842
$860K 0.02%
9,949
+906
843
$859K 0.02%
24,178
-4,896
844
$857K 0.02%
22,018
+4,662
845
$857K 0.02%
20,016
-284
846
$849K 0.02%
22,045
-249
847
$845K 0.02%
17,148
-806
848
$844K 0.02%
166,540
-1,280
849
$839K 0.02%
35,972
-320
850
$836K 0.02%
12,048
-139
32 33
34
35 36