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
876
$763K 0.01%
12,153
+436
877
$761K 0.01%
22,136
-2,086
878
$760K 0.01%
86,374
-1,179
879
$758K 0.01%
21,462
-680
880
$757K 0.01%
20,069
-92
881
$754K 0.01%
11,182
-368
882
$752K 0.01%
23,966
+15,448
883
$750K 0.01%
48,400
+15,575
884
$745K 0.01%
5,582
+410
885
$742K 0.01%
23,563
-460
886
$738K 0.01%
21,603
-1,872
887
$738K 0.01%
22,307
+1,307
888
$732K 0.01%
50,478
-294
889
$731K 0.01%
6,225
-410
890
$729K 0.01%
15,043
-401
891
$726K 0.01%
15,889
+218
892
$724K 0.01%
16,881
+1,806
893
$723K 0.01%
21,417
+5,549
894
$722K 0.01%
39,630
-2,008
895
$721K 0.01%
24,029
-2,553
896
$717K 0.01%
37,530
-1,401
897
$717K 0.01%
+3,012
898
$716K 0.01%
11,126
-449
899
$713K 0.01%
+4,200
900
$712K 0.01%
18,183
-235
34 35
36
37 38