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
926
$655K 0.01%
26,762
-400
927
$651K 0.01%
14,133
-236
928
$646K 0.01%
10,298
+1,191
929
$645K 0.01%
10,659
+260
930
$640K 0.01%
20,670
-1,554
931
$638K 0.01%
10,784
-58
932
$636K 0.01%
10,358
-542
933
$636K 0.01%
37,260
-2,478
934
$635K 0.01%
15,698
-72
935
$633K 0.01%
150,075
-51
936
$633K 0.01%
11,754
-312
937
$633K 0.01%
11,983
+4,934
938
$633K 0.01%
16,376
-2,320
939
$631K 0.01%
9,542
-32
940
$631K 0.01%
11,015
+180
941
$631K 0.01%
15,600
+11,261
942
$629K 0.01%
24,638
+396
943
$621K 0.01%
68,046
+10,683
944
$621K 0.01%
15,967
-212
945
$615K 0.01%
8,643
+2,866
946
$614K 0.01%
10,724
+165
947
$608K 0.01%
5,042
-41
948
$600K 0.01%
16,718
-2,022
949
$599K 0.01%
38,168
-712
950
$596K 0.01%
21,271
-174
36 37
38
39 40