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
176
$6.58M 0.13%
55,261
-1,787
177
$6.5M 0.12%
124,928
-540
178
$6.5M 0.12%
150,671
+102,149
179
$6.47M 0.12%
110,956
-9,799
180
$6.44M 0.12%
262,014
-6,984
181
$6.32M 0.12%
1,009,120
+99,050
182
$6.29M 0.12%
85,161
-1,104
183
$6.27M 0.12%
68,640
-4,983
184
$6.25M 0.12%
36,679
-233
185
$5.99M 0.12%
57,735
-679
186
$5.92M 0.11%
86,840
-1,321
187
$5.91M 0.11%
102,852
-3,181
188
$5.88M 0.11%
73,451
-2,851
189
$5.81M 0.11%
33,652
+639
190
$5.8M 0.11%
50,534
-738
191
$5.79M 0.11%
48,499
-700
192
$5.76M 0.11%
361,875
+37,845
193
$5.76M 0.11%
91,922
-970
194
$5.74M 0.11%
81,345
-399
195
$5.73M 0.11%
69,455
-1,110
196
$5.72M 0.11%
62,445
-1,082
197
$5.7M 0.11%
121,482
-1,181
198
$5.69M 0.11%
93,947
-3,609
199
$5.69M 0.11%
172,905
-2,303
200
$5.68M 0.11%
60,325
+194
6 7
8
9 10