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
101
$10.9M 0.21%
68,168
+1,125
102
$10.9M 0.21%
58,806
+295
103
$10.7M 0.21%
101,077
-2,441
104
$10.6M 0.2%
72,115
-2,804
105
$10.6M 0.2%
148,371
-674
106
$10.5M 0.2%
116,868
-4,261
107
$10.5M 0.2%
107,953
+7,516
108
$10.4M 0.2%
32,915
-821
109
$10.4M 0.2%
117,518
-2,167
110
$10.2M 0.2%
225,631
+997
111
$10.1M 0.19%
174,796
-1,338
112
$10.1M 0.19%
119,519
-7,426
113
$9.95M 0.19%
254,923
-2,464
114
$9.91M 0.19%
75,035
-1,228
115
$9.87M 0.19%
44,494
-278
116
$9.85M 0.19%
98,542
-2,662
117
$9.7M 0.19%
140,179
-2,247
118
$9.62M 0.18%
265,009
-1,805
119
$9.57M 0.18%
110,824
-4,200
120
$9.45M 0.18%
357,830
-13,218
121
$9.33M 0.18%
121,590
-477
122
$9.3M 0.18%
161,384
-3,653
123
$9.27M 0.18%
36,969
-789
124
$9.16M 0.18%
157,876
-3,534
125
$9.15M 0.18%
127,189
-2,016
3 4
5
6 7