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
$805M
AUM Growth
-$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$313K
3
+$284K
4
RIVN icon
Rivian
RIVN
+$246K
5
VMW
VMware, Inc
VMW
+$168K

Top Sells

1
+$39M
2
+$33.1M
3
+$29.4M
4
AMZN icon
Amazon
AMZN
+$16.8M
5
CHPT icon
ChargePoint
CHPT
+$10.9M

Sector Composition

1 Technology 24.55%
2 Healthcare 11.68%
3 Financials 11.1%
4 Consumer Discretionary 10.6%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.92M 0.24%
8,290
-5,790
77
$1.89M 0.24%
4,011
-2,784
78
$1.89M 0.23%
4,080
-2,845
79
$1.89M 0.23%
9,130
-6,378
80
$1.8M 0.22%
8,919
-6,215
81
$1.76M 0.22%
10,745
-7,705
82
$1.75M 0.22%
7,080
-4,934
83
$1.74M 0.22%
18,659
-13,030
84
$1.72M 0.21%
+29,211
85
$1.71M 0.21%
11,516
-8,028
86
$1.71M 0.21%
23,710
-16,560
87
$1.67M 0.21%
4,382
-28,568
88
$1.64M 0.2%
682
-475
89
$1.62M 0.2%
22,466
-15,600
90
$1.61M 0.2%
4,698
-3,275
91
$1.57M 0.19%
8,929
-6,582
92
$1.55M 0.19%
5,803
-4,013
93
$1.54M 0.19%
23,192
-16,094
94
$1.52M 0.19%
20,073
-14,001
95
$1.52M 0.19%
20,904
-14,525
96
$1.5M 0.19%
7,171
-4,988
97
$1.47M 0.18%
8,451
-5,913
98
$1.47M 0.18%
11,345
-7,959
99
$1.47M 0.18%
4,126
-3,440
100
$1.46M 0.18%
30,850
-21,482
2 3
4
5 6