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
1001
$383K 0.01%
34,398
-836
1002
$380K 0.01%
+14,129
1003
$380K 0.01%
11,445
+2,973
1004
$376K 0.01%
7,926
+822
1005
$373K 0.01%
12,148
+1,269
1006
$353K 0.01%
14,950
-1,080
1007
$352K 0.01%
4,855
-314
1008
$331K 0.01%
50,977
1009
$311K 0.01%
13,374
+2,960
1010
$310K 0.01%
6,535
-195
1011
$306K 0.01%
+14,258
1012
$305K 0.01%
+5,333
1013
$290K 0.01%
25,638
+791
1014
$288K 0.01%
49,068
+5,108
1015
$281K 0.01%
7,691
-7,134
1016
$273K 0.01%
18,990
-1,531
1017
$269K 0.01%
11,616
-835
1018
$266K 0.01%
14,141
+1,460
1019
$263K 0.01%
6,460
-369
1020
$230K ﹤0.01%
7,847
-170
1021
$226K ﹤0.01%
5,014
+39
1022
$211K ﹤0.01%
5,405
-270
1023
$205K ﹤0.01%
+1,379
1024
$204K ﹤0.01%
1,773
-51
1025
$189K ﹤0.01%
10,888
-172,143
39 40
41
42 43