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 13.63%
3 Healthcare 13.2%
4 Industrials 10.78%
5 Energy 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$830K 0.02%
33,778
-662
852
$829K 0.02%
48,511
+958
853
$816K 0.02%
19,499
-244
854
$811K 0.02%
39,026
-1,501
855
$803K 0.02%
16,665
+28
856
$803K 0.02%
39,546
-986
857
$801K 0.02%
24,678
-1,180
858
$800K 0.02%
39,959
+214
859
$799K 0.02%
15,104
+774
860
$795K 0.02%
12,194
+2,828
861
$793K 0.02%
22,528
-1,030
862
$792K 0.02%
12,504
-67,704
863
$788K 0.02%
24,164
+370
864
$787K 0.02%
49,335
-250
865
$786K 0.02%
8,144
-46
866
$784K 0.02%
12,308
+931
867
$784K 0.02%
1,792
+21
868
$784K 0.02%
12,159
-11,657
869
$778K 0.01%
19,429
+458
870
$775K 0.01%
40,484
+51
871
$775K 0.01%
16,786
-2,039
872
$774K 0.01%
15,780
-564
873
$771K 0.01%
17,698
-1,617
874
$767K 0.01%
10,898
-146
875
$763K 0.01%
28,775
-443
33 34
35
36 37