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
951
$595K 0.01%
+12,379
952
$593K 0.01%
17,045
+2,186
953
$591K 0.01%
14,154
-601
954
$584K 0.01%
16,868
-103,364
955
$584K 0.01%
9,278
-176
956
$581K 0.01%
46,613
-1,765
957
$574K 0.01%
66,840
-2,965
958
$572K 0.01%
23,706
-1,688
959
$570K 0.01%
21,704
-1,632
960
$569K 0.01%
23,411
+9,303
961
$564K 0.01%
37,252
-523
962
$564K 0.01%
19,572
-532
963
$561K 0.01%
8,084
+47
964
$559K 0.01%
11,366
-409
965
$548K 0.01%
12,694
+263
966
$546K 0.01%
10,500
+436
967
$545K 0.01%
1,581
968
$544K 0.01%
26,164
+200
969
$541K 0.01%
21,164
-748
970
$539K 0.01%
9,291
+2,958
971
$538K 0.01%
20,397
-305
972
$531K 0.01%
16,608
+9,411
973
$529K 0.01%
163,578
+19,218
974
$524K 0.01%
22,116
+6,053
975
$521K 0.01%
17,770
-470
37 38
39
40 41