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
$543M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.15M
3
+$7.41M
4
META icon
Meta Platforms (Facebook)
META
+$3.56M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.2M

Top Sells

1
+$129M
2
+$3.14M
3
+$1.31M
4
FANG icon
Diamondback Energy
FANG
+$341K
5
RCL icon
Royal Caribbean
RCL
+$334K

Sector Composition

1 Technology 23.38%
2 Healthcare 15.66%
3 Financials 13.53%
4 Communication Services 10.54%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.26M 0.23%
13,564
+4,357
102
$1.26M 0.23%
2,011
+758
103
$1.23M 0.23%
2,805
+1,057
104
$1.19M 0.22%
28,367
+9,846
105
$1.18M 0.22%
8,332
+2,848
106
$1.18M 0.22%
19,782
+6,727
107
$1.16M 0.21%
13,419
+4,520
108
$1.16M 0.21%
33,546
+12,459
109
$1.15M 0.21%
25,116
+8,253
110
$1.15M 0.21%
25,216
+9,184
111
$1.13M 0.21%
7,473
+2,250
112
$1.13M 0.21%
58,998
+19,707
113
$1.13M 0.21%
3,726
+1,390
114
$1.1M 0.2%
3,493
+1,179
115
$1.07M 0.2%
11,617
+3,783
116
$1.07M 0.2%
32,855
+12,363
117
$1.07M 0.2%
5,944
+1,958
118
$1.05M 0.19%
2,157
+727
119
$1.05M 0.19%
13,008
+4,918
120
$1.04M 0.19%
5,210
+1,961
121
$1.04M 0.19%
7,511
+2,046
122
$1.03M 0.19%
8,086
+3,039
123
$1.02M 0.19%
6,204
+2,049
124
$1.02M 0.19%
13,802
+5,171
125
$1.02M 0.19%
7,047
+2,650
3 4
5
6 7