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
976
$514K 0.01%
18,250
+716
977
$513K 0.01%
+10,298
978
$513K 0.01%
32,887
+400
979
$502K 0.01%
13,290
-622
980
$501K 0.01%
+15,128
981
$496K 0.01%
+17,540
982
$496K 0.01%
793
-1,484
983
$495K 0.01%
11,372
+322
984
$486K 0.01%
+6,739
985
$471K 0.01%
+16,421
986
$467K 0.01%
52,110
-1,299
987
$458K 0.01%
6,047
-253
988
$457K 0.01%
+16,890
989
$456K 0.01%
+4,195
990
$444K 0.01%
6,615
+182
991
$444K 0.01%
+5,130
992
$433K 0.01%
+13,447
993
$427K 0.01%
18,184
-475
994
$425K 0.01%
19,987
-1,778
995
$424K 0.01%
7,714
-95
996
$422K 0.01%
+15,295
997
$415K 0.01%
21,165
-23
998
$399K 0.01%
+15,416
999
$388K 0.01%
+21,626
1000
$386K 0.01%
13,507
+5,263
38 39
40
41 42