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
$538M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$5.88M
3
+$4.56M
4
META icon
Meta Platforms (Facebook)
META
+$4.28M
5
XOM icon
Exxon Mobil
XOM
+$4.04M

Top Sells

1
+$10.8M
2
+$5.99M
3
+$2.68M
4
VTLE icon
Vital Energy
VTLE
+$702K
5
YHOO
Yahoo Inc
YHOO
+$599K

Sector Composition

1 Financials 16.34%
2 Technology 15.78%
3 Healthcare 14.82%
4 Communication Services 10.4%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.79M 0.33%
45,776
+25,204
77
$1.75M 0.32%
21,086
+11,391
78
$1.73M 0.32%
35,862
+19,184
79
$1.71M 0.32%
18,154
+9,707
80
$1.68M 0.31%
10,031
+5,480
81
$1.67M 0.31%
13,910
+7,688
82
$1.66M 0.31%
27,642
+15,011
83
$1.65M 0.31%
11,833
+6,260
84
$1.61M 0.3%
32,321
+16,381
85
$1.6M 0.3%
16,540
+9,395
86
$1.6M 0.3%
17,136
+9,432
87
$1.58M 0.29%
22,567
+11,181
88
$1.57M 0.29%
5,190
+2,746
89
$1.53M 0.28%
10,353
+5,645
90
$1.49M 0.28%
30,400
+16,543
91
$1.47M 0.27%
20,287
+11,076
92
$1.47M 0.27%
6,059
+3,275
93
$1.44M 0.27%
3,042
+1,649
94
$1.43M 0.27%
14,112
+7,962
95
$1.42M 0.26%
10,743
+5,874
96
$1.42M 0.26%
16,926
+9,307
97
$1.41M 0.26%
14,749
+8,097
98
$1.41M 0.26%
6,354
+3,632
99
$1.41M 0.26%
24,654
+12,968
100
$1.39M 0.26%
29,000
+15,999
2 3
4
5 6