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
$543M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.15M
3
+$7.41M
4
META icon
Meta Platforms (Facebook)
META
+$3.56M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.2M

Top Sells

1
+$129M
2
+$3.14M
3
+$1.31M
4
FANG icon
Diamondback Energy
FANG
+$341K
5
RCL icon
Royal Caribbean
RCL
+$334K

Sector Composition

1 Technology 23.38%
2 Healthcare 15.66%
3 Financials 13.53%
4 Communication Services 10.54%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61M 0.3%
13,880
+4,780
77
$1.6M 0.29%
6,708
+2,303
78
$1.59M 0.29%
7,107
+2,448
79
$1.59M 0.29%
6,492
+2,197
80
$1.58M 0.29%
33,069
+10,804
81
$1.53M 0.28%
11,212
+3,883
82
$1.53M 0.28%
9,255
+3,063
83
$1.52M 0.28%
9,127
+3,128
84
$1.51M 0.28%
20,934
+7,350
85
$1.51M 0.28%
8,508
+2,921
86
$1.49M 0.27%
17,392
+5,919
87
$1.49M 0.27%
6,548
+2,263
88
$1.48M 0.27%
12,603
+4,257
89
$1.45M 0.27%
4,588
+1,539
90
$1.45M 0.27%
1,079
+373
91
$1.45M 0.27%
8,381
+3,158
92
$1.42M 0.26%
9,815
+3,699
93
$1.41M 0.26%
17,493
+8,229
94
$1.4M 0.26%
17,256
+6,526
95
$1.35M 0.25%
5,887
+2,218
96
$1.33M 0.25%
24,630
+9,301
97
$1.32M 0.24%
19,891
+7,494
98
$1.29M 0.24%
11,568
+4,014
99
$1.28M 0.24%
8,279
+2,845
100
$1.27M 0.23%
13,342
+5,026
2 3
4
5 6