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
876
$741K 0.01%
24,935
+911
877
$741K 0.01%
9,799
-558
878
$738K 0.01%
19,183
-259
879
$735K 0.01%
13,729
+5,270
880
$735K 0.01%
34,924
-4,485
881
$732K 0.01%
13,618
-792
882
$729K 0.01%
21,758
-497
883
$726K 0.01%
+29,388
884
$724K 0.01%
+9,238
885
$722K 0.01%
4,796
-112
886
$722K 0.01%
15,660
-245
887
$718K 0.01%
35,407
-3,064
888
$716K 0.01%
28,004
+7,801
889
$715K 0.01%
13,153
-656
890
$714K 0.01%
15,481
-95
891
$713K 0.01%
63,197
-2,255
892
$713K 0.01%
29,034
-390
893
$711K 0.01%
41,457
+6,069
894
$705K 0.01%
22,245
+184
895
$705K 0.01%
10,264
-271
896
$698K 0.01%
+59,332
897
$697K 0.01%
33,816
-22
898
$697K 0.01%
17,842
+1,167
899
$696K 0.01%
29,062
+6,091
900
$694K 0.01%
15,579
-724
34 35
36
37 38