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
$805M
AUM Growth
-$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$313K
3
+$284K
4
RIVN icon
Rivian
RIVN
+$246K
5
VMW
VMware, Inc
VMW
+$168K

Top Sells

1
+$39M
2
+$33.1M
3
+$29.4M
4
AMZN icon
Amazon
AMZN
+$16.8M
5
CHPT icon
ChargePoint
CHPT
+$10.9M

Sector Composition

1 Technology 24.55%
2 Healthcare 11.68%
3 Financials 11.1%
4 Consumer Discretionary 10.6%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$941K 0.12%
2,511
-1,767
152
$938K 0.12%
22,759
-15,636
153
$932K 0.12%
3,950
-2,852
154
$929K 0.12%
2,520
-1,747
155
$927K 0.12%
1,408
-977
156
$924K 0.11%
9,944
-6,941
157
$924K 0.11%
2,496
-1,740
158
$894K 0.11%
3,169
-2,200
159
$885K 0.11%
2,321
-1,544
160
$884K 0.11%
9,522
-6,702
161
$870K 0.11%
4,101
-2,851
162
$867K 0.11%
5,429
-3,806
163
$863K 0.11%
9,710
-6,805
164
$862K 0.11%
4,133
-2,971
165
$861K 0.11%
1,310
-916
166
$861K 0.11%
6,416
-4,484
167
$857K 0.11%
1,742
-1,211
168
$856K 0.11%
12,869
-8,973
169
$853K 0.11%
3,124
-2,082
170
$851K 0.11%
4,564
-3,169
171
$848K 0.11%
19,386
-13,490
172
$826K 0.1%
13,322
-9,358
173
$825K 0.1%
4,667
-3,263
174
$825K 0.1%
6,210
-4,352
175
$819K 0.1%
1,336
-925
5 6
7
8 9