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
876
$267K 0.01%
14,280
-17,729
877
$263K 0.01%
10,569
-13,716
878
$263K 0.01%
8,666
-12,252
879
$262K 0.01%
7,813
-10,029
880
$262K 0.01%
6,480
-8,240
881
$260K 0.01%
27,589
-35,859
882
$260K 0.01%
5,667
-8,459
883
$260K 0.01%
+22,498
884
$259K 0.01%
6,361
-9,473
885
$259K 0.01%
9,448
-11,949
886
$259K 0.01%
16,214
-21,045
887
$258K 0.01%
2,779
-2,830
888
$258K 0.01%
4,197
-6,262
889
$257K 0.01%
14,563
-19,361
890
$255K 0.01%
8,928
891
$253K 0.01%
6,244
-8,127
892
$252K 0.01%
24,353
-31,557
893
$252K 0.01%
11,679
-16,775
894
$250K 0.01%
9,525
-12,322
895
$248K 0.01%
17,654
-23,910
896
$248K 0.01%
13,760
-19,968
897
$245K 0.01%
5,006
-5,693
898
$244K 0.01%
5,881
-9,125
899
$243K 0.01%
4,439
-5,778
900
$240K 0.01%
18,139
-23,653
34 35
36
37 38