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
126
$1.01M 0.19%
6,615
+2,211
127
$995K 0.18%
29,599
+10,243
128
$988K 0.18%
10,320
+3,883
129
$981K 0.18%
3,693
+1,376
130
$977K 0.18%
31,693
+11,990
131
$938K 0.17%
11,724
+4,421
132
$936K 0.17%
27,529
+10,401
133
$931K 0.17%
5,972
+2,246
134
$927K 0.17%
11,421
+4,273
135
$927K 0.17%
14,736
+5,535
136
$916K 0.17%
17,350
+5,348
137
$913K 0.17%
19,961
+6,674
138
$895K 0.16%
6,130
+2,293
139
$882K 0.16%
28,629
+9,716
140
$877K 0.16%
19,364
+7,243
141
$868K 0.16%
6,618
+2,495
142
$847K 0.16%
14,988
+5,034
143
$846K 0.16%
32,215
+12,190
144
$837K 0.15%
9,977
+2,763
145
$821K 0.15%
5,154
+1,943
146
$821K 0.15%
3,880
+1,446
147
$820K 0.15%
34,180
+12,830
148
$814K 0.15%
5,216
+1,954
149
$812K 0.15%
13,675
+7,615
150
$798K 0.15%
6,035
+2,281
4 5
6
7 8