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
$2.66B
AUM Growth
-$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$704K
3
+$496K
4
LEAF
Leaf Group Ltd.
LEAF
+$425K
5
PHX
PHX Minerals
PHX
+$402K

Top Sells

1
+$73M
2
+$51.9M
3
+$49.9M
4
XOM icon
Exxon Mobil
XOM
+$40.5M
5
GE icon
GE Aerospace
GE
+$37.2M

Sector Composition

1 Technology 14.4%
2 Healthcare 14.33%
3 Financials 14.07%
4 Industrials 10.22%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$307K 0.01%
10,828
-14,408
827
$305K 0.01%
664
-863
828
$305K 0.01%
21,604
-19,217
829
$304K 0.01%
4,447
-5,633
830
$303K 0.01%
6,344
-7,894
831
$302K 0.01%
14,875
-20,803
832
$302K 0.01%
10,372
-13,011
833
$301K 0.01%
10,505
-13,411
834
$301K 0.01%
7,371
-10,701
835
$300K 0.01%
22,937
-30,782
836
$298K 0.01%
50,977
837
$298K 0.01%
10,222
-14,841
838
$297K 0.01%
10,649
-13,667
839
$297K 0.01%
24,653
-24,699
840
$297K 0.01%
346
-368
841
$297K 0.01%
8,146
-5,536
842
$296K 0.01%
5,380
-7,145
843
$295K 0.01%
18,521
-22,550
844
$295K 0.01%
4,632
-5,897
845
$295K 0.01%
7,710
-10,051
846
$294K 0.01%
5,957
-7,599
847
$294K 0.01%
14,171
-18,085
848
$294K 0.01%
2,371
-3,072
849
$292K 0.01%
18,412
-24,135
850
$292K 0.01%
4,591
-5,995
32 33
34
35 36