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 13.95%
4 Industrials 10.19%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$849K 0.02%
+11,263
827
$849K 0.02%
54,206
-1,493
828
$849K 0.02%
34,496
-596
829
$847K 0.02%
+9,785
830
$844K 0.02%
48,422
+1,353
831
$843K 0.02%
+16,570
832
$840K 0.02%
35,029
-6,204
833
$840K 0.02%
+5,109
834
$839K 0.02%
23,973
-2,820
835
$832K 0.02%
11,249
+432
836
$831K 0.02%
20,941
-1,185
837
$830K 0.02%
182,075
-10,988
838
$829K 0.02%
10,635
-233
839
$824K 0.02%
17,536
+180
840
$821K 0.02%
+24,809
841
$819K 0.02%
+58,795
842
$818K 0.02%
14,191
-1,115
843
$818K 0.02%
22,604
-2,321
844
$816K 0.02%
22,029
+2,937
845
$815K 0.02%
+43,202
846
$815K 0.02%
34,719
-1,755
847
$807K 0.02%
23,811
+2,276
848
$805K 0.02%
32,404
+11,019
849
$803K 0.02%
+21,939
850
$803K 0.02%
16,757
-280
32 33
34
35 36