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
76
$15.2M 0.29%
215,731
-3,261
77
$14.8M 0.28%
384,154
-2,556
78
$14M 0.27%
128,909
-534
79
$13.8M 0.26%
526,767
-14,453
80
$13.7M 0.26%
356,692
-8,826
81
$13.6M 0.26%
197,335
-3,422
82
$13.6M 0.26%
375,568
+55,346
83
$13.3M 0.26%
180,355
-1,782
84
$13.2M 0.25%
278,343
-7,584
85
$13.1M 0.25%
79,356
-5,859
86
$13.1M 0.25%
162,420
-3,395
87
$13M 0.25%
264,409
+4,704
88
$12.8M 0.25%
112,220
-406
89
$12.8M 0.25%
75,921
-595
90
$12.6M 0.24%
390,817
-1,645
91
$12.4M 0.24%
260,216
-5,865
92
$12.1M 0.23%
230,950
+1,244
93
$12.1M 0.23%
146,968
-3,675
94
$12.1M 0.23%
136,283
-229
95
$11.9M 0.23%
101,685
+1,186
96
$11.9M 0.23%
180,683
-4,564
97
$11.7M 0.23%
146,731
-4,705
98
$11.4M 0.22%
75,439
-908
99
$11.2M 0.22%
441,144
+2,376
100
$10.9M 0.21%
293,009
-6,398
2 3
4
5 6