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
126
$9.05M 0.17%
151,897
-1,507
127
$9.03M 0.17%
100,925
-1,305
128
$9.03M 0.17%
77,856
+807
129
$8.96M 0.17%
109,464
-12,972
130
$8.95M 0.17%
144,788
-12,819
131
$8.95M 0.17%
273,304
+7,445
132
$8.91M 0.17%
86,431
-1,374
133
$8.91M 0.17%
154,139
+2,066
134
$8.61M 0.17%
246,496
+15,030
135
$8.54M 0.16%
94,849
-4,940
136
$8.51M 0.16%
163,726
-5,062
137
$8.35M 0.16%
89,332
-2,031
138
$8.34M 0.16%
159,702
-6,423
139
$8.34M 0.16%
36,493
+1,224
140
$8.24M 0.16%
111,317
-2,802
141
$8.2M 0.16%
103,850
-703
142
$8.14M 0.16%
209,557
-3,614
143
$8.14M 0.16%
79,507
-1,621
144
$7.95M 0.15%
307,175
-2,667
145
$7.85M 0.15%
768,933
-21,306
146
$7.84M 0.15%
50,472
+95
147
$7.75M 0.15%
89,204
-3,432
148
$7.64M 0.15%
285,815
+1,584
149
$7.64M 0.15%
71,403
-1,720
150
$7.55M 0.15%
155,378
-399
4 5
6
7 8