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
$538M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$5.88M
3
+$4.56M
4
META icon
Meta Platforms (Facebook)
META
+$4.28M
5
XOM icon
Exxon Mobil
XOM
+$4.04M

Top Sells

1
+$10.8M
2
+$5.99M
3
+$2.68M
4
VTLE icon
Vital Energy
VTLE
+$702K
5
YHOO
Yahoo Inc
YHOO
+$599K

Sector Composition

1 Financials 16.34%
2 Technology 15.78%
3 Healthcare 14.82%
4 Communication Services 10.4%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.38M 0.26%
25,131
+13,473
102
$1.37M 0.26%
7,591
+4,155
103
$1.36M 0.25%
6,482
+3,545
104
$1.34M 0.25%
7,914
+4,126
105
$1.32M 0.24%
15,374
+8,506
106
$1.31M 0.24%
64,683
+32,736
107
$1.31M 0.24%
33,526
+17,889
108
$1.31M 0.24%
24,410
+13,344
109
$1.29M 0.24%
8,333
+4,579
110
$1.28M 0.24%
47,685
+26,895
111
$1.28M 0.24%
7,121
+3,809
112
$1.27M 0.24%
31,496
+16,748
113
$1.27M 0.24%
10,478
+5,496
114
$1.25M 0.23%
18,722
+10,203
115
$1.25M 0.23%
10,935
+5,853
116
$1.25M 0.23%
8,666
+4,658
117
$1.22M 0.23%
26,431
+14,276
118
$1.19M 0.22%
95,496
+40,571
119
$1.19M 0.22%
7,455
+4,171
120
$1.19M 0.22%
5,605
+3,214
121
$1.16M 0.22%
18,104
+11,860
122
$1.16M 0.22%
8,298
+4,531
123
$1.14M 0.21%
6,073
+3,241
124
$1.13M 0.21%
3,946
+2,089
125
$1.11M 0.21%
22,889
+12,666
3 4
5
6 7