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
$1.27B
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.6M
3
+$1.21M
4
SNOW icon
Snowflake
SNOW
+$816K
5
CZR icon
Caesars Entertainment
CZR
+$584K

Top Sells

1
+$24.2M
2
+$13.3M
3
+$11.5M
4
AMZN icon
Amazon
AMZN
+$7.59M
5
META icon
Meta Platforms (Facebook)
META
+$4.97M

Sector Composition

1 Technology 22.81%
2 Financials 12.14%
3 Healthcare 11.71%
4 Consumer Discretionary 10.56%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.86M 0.15%
15,645
-3,191
127
$1.8M 0.14%
6,182
-1,244
128
$1.8M 0.14%
17,417
-3,571
129
$1.8M 0.14%
4,574
-226
130
$1.8M 0.14%
16,848
-2,704
131
$1.8M 0.14%
29,758
-6,119
132
$1.79M 0.14%
6,240
-1,329
133
$1.78M 0.14%
10,368
-2,134
134
$1.71M 0.13%
39,993
-8,556
135
$1.67M 0.13%
22,721
-5,129
136
$1.67M 0.13%
11,241
-2,418
137
$1.66M 0.13%
11,879
-2,394
138
$1.66M 0.13%
4,574
-921
139
$1.65M 0.13%
110,680
-22,402
140
$1.62M 0.13%
16,830
-3,469
141
$1.62M 0.13%
16,489
-3,506
142
$1.61M 0.13%
3,631
-747
143
$1.6M 0.13%
+7,756
144
$1.58M 0.12%
2,822
-471
145
$1.55M 0.12%
8,253
-1,891
146
$1.55M 0.12%
4,256
-1,056
147
$1.53M 0.12%
41,324
-7,968
148
$1.51M 0.12%
7,330
-1,738
149
$1.51M 0.12%
22,007
-4,564
150
$1.51M 0.12%
6,313
-1,408
4 5
6
7 8