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
$2.66B
AUM Growth
-$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$704K
3
+$496K
4
LEAF
Leaf Group Ltd.
LEAF
+$425K
5
PHX
PHX Minerals
PHX
+$402K

Top Sells

1
+$73M
2
+$51.9M
3
+$49.9M
4
XOM icon
Exxon Mobil
XOM
+$40.5M
5
GE icon
GE Aerospace
GE
+$37.2M

Sector Composition

1 Technology 14.4%
2 Healthcare 14.33%
3 Financials 14.07%
4 Industrials 10.22%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.37M 0.13%
59,560
-59,712
177
$3.35M 0.13%
41,865
-36,130
178
$3.33M 0.13%
21,478
-18,340
179
$3.32M 0.12%
4,053
-3,607
180
$3.31M 0.12%
103,963
-21,915
181
$3.29M 0.12%
37,436
-36,364
182
$3.26M 0.12%
41,279
-39,622
183
$3.25M 0.12%
149,052
-130,902
184
$3.24M 0.12%
45,484
-39,675
185
$3.22M 0.12%
53,636
-47,202
186
$3.21M 0.12%
53,877
-46,524
187
$3.2M 0.12%
108,695
-5,350
188
$3.19M 0.12%
66,879
-56,641
189
$3.19M 0.12%
65,943
-57,125
190
$3.18M 0.12%
74,284
-73,155
191
$3.13M 0.12%
42,435
-36,872
192
$3.13M 0.12%
146,137
-141,859
193
$3.13M 0.12%
19,299
-16,734
194
$3.1M 0.12%
68,277
-59,126
195
$3.09M 0.12%
31,701
-27,303
196
$3.07M 0.12%
58,288
-57,752
197
$3.03M 0.11%
20,977
-15,798
198
$3.02M 0.11%
80,891
-69,959
199
$3.01M 0.11%
8,859
-6,401
200
$3M 0.11%
38,146
-33,092
6 7
8
9 10