IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.25B
AUM Growth
-$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.79M
3
+$4.38M
4
META icon
Meta Platforms (Facebook)
META
+$3.99M
5
WFT
Weatherford International plc
WFT
+$2.63M

Top Sells

1
+$9.66M
2
+$7.96M
3
+$5.93M
4
XOM icon
Exxon Mobil
XOM
+$3.95M
5
PCYC
PHARMACYCLICS INC
PCYC
+$3.85M

Sector Composition

1 Healthcare 15.15%
2 Financials 14.82%
3 Technology 13.9%
4 Industrials 10.24%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
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1052
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1053
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1054
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1055
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1056
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1057
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1058
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1059
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1060
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-9,754
1061
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-1,676
1062
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1063
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-36,323
1064
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1065
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-9,023
1066
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1067
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1068
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1069
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1070
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1071
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1072
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1073
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1074
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-21,951
1075
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-14,701
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