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
901
$711K 0.01%
13,202
-218
902
$710K 0.01%
22,797
-63
903
$706K 0.01%
98,817
-2,245
904
$706K 0.01%
43,623
-352
905
$706K 0.01%
+20,565
906
$704K 0.01%
13,872
-19
907
$697K 0.01%
19,854
+4,915
908
$694K 0.01%
22,677
-869
909
$693K 0.01%
25,301
+358
910
$687K 0.01%
57,492
-1,723
911
$686K 0.01%
38,848
-2,215
912
$685K 0.01%
10,625
-287
913
$684K 0.01%
375
-5
914
$683K 0.01%
+22,508
915
$683K 0.01%
14,704
-1,994
916
$682K 0.01%
10,708
-301
917
$676K 0.01%
+25,773
918
$676K 0.01%
10,812
-1,155
919
$673K 0.01%
15,591
-619
920
$667K 0.01%
40,448
-164
921
$664K 0.01%
10,874
-378
922
$662K 0.01%
23,217
+2,501
923
$660K 0.01%
14,762
-727
924
$659K 0.01%
21,367
-104,921
925
$658K 0.01%
15,436
-50
35 36
37
38 39