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
851
$800K 0.02%
29,997
+4,720
852
$798K 0.02%
+25,522
853
$788K 0.02%
36,927
-1,143
854
$788K 0.02%
15,400
+3,937
855
$787K 0.02%
+6,908
856
$779K 0.01%
27,821
-9,536
857
$778K 0.01%
82,421
-2,041
858
$773K 0.01%
10,994
-478
859
$773K 0.01%
30,111
+1,708
860
$771K 0.01%
11,049
-175
861
$769K 0.01%
18,155
-2,092
862
$769K 0.01%
26,097
+2,543
863
$767K 0.01%
55,052
+7,983
864
$766K 0.01%
25,352
-372
865
$763K 0.01%
49,078
+5,677
866
$760K 0.01%
10,264
-148
867
$759K 0.01%
41,008
-3,598
868
$755K 0.01%
10,401
-284
869
$755K 0.01%
11,438
-938
870
$752K 0.01%
30,951
-2,583
871
$751K 0.01%
20,478
-690
872
$749K 0.01%
+31,150
873
$749K 0.01%
16,690
+167
874
$747K 0.01%
11,571
-626
875
$745K 0.01%
24,428
+11,357
33 34
35
36 37