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
151
$7.49M 0.14%
67,715
-94
152
$7.47M 0.14%
121,200
-5,138
153
$7.45M 0.14%
71,358
-2,190
154
$7.42M 0.14%
80,901
-2,662
155
$7.39M 0.14%
97,657
-3,457
156
$7.36M 0.14%
91,289
-6,238
157
$7.35M 0.14%
109,936
-1,549
158
$7.35M 0.14%
167,529
-2,516
159
$7.3M 0.14%
335,046
-24,512
160
$7.27M 0.14%
47,385
-1,369
161
$7.25M 0.14%
234,178
-6,524
162
$7.22M 0.14%
171,087
-1,529
163
$7.22M 0.14%
140,164
-1,926
164
$7.19M 0.14%
85,832
+593
165
$7.13M 0.14%
181,823
+866
166
$7.1M 0.14%
72,282
-2,865
167
$7.09M 0.14%
92,058
-522
168
$6.97M 0.13%
175,684
-6,775
169
$6.96M 0.13%
310,599
+466
170
$6.9M 0.13%
124,518
-857
171
$6.88M 0.13%
58,222
+112
172
$6.87M 0.13%
76,675
-2,750
173
$6.78M 0.13%
136,184
-4,440
174
$6.7M 0.13%
67,980
-557
175
$6.65M 0.13%
385,804
+214,718
5 6
7
8 9