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
$543M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.15M
3
+$7.41M
4
META icon
Meta Platforms (Facebook)
META
+$3.56M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.2M

Top Sells

1
+$129M
2
+$3.14M
3
+$1.31M
4
FANG icon
Diamondback Energy
FANG
+$341K
5
RCL icon
Royal Caribbean
RCL
+$334K

Sector Composition

1 Technology 23.38%
2 Healthcare 15.66%
3 Financials 13.53%
4 Communication Services 10.54%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$620K 0.11%
12,294
+4,063
177
$614K 0.11%
7,868
+2,949
178
$604K 0.11%
13,007
+4,921
179
$603K 0.11%
34,759
+13,010
180
$599K 0.11%
7,659
+2,900
181
$597K 0.11%
4,166
+1,413
182
$590K 0.11%
17,230
+6,468
183
$581K 0.11%
9,060
+2,178
184
$574K 0.11%
8,524
+3,244
185
$573K 0.11%
6,381
+2,390
186
$564K 0.1%
6,981
+1,924
187
$564K 0.1%
18,452
+7,088
188
$562K 0.1%
18,659
+7,064
189
$560K 0.1%
20,780
+6,785
190
$559K 0.1%
1,933
+733
191
$559K 0.1%
10,726
+3,535
192
$559K 0.1%
9,321
+3,467
193
$556K 0.1%
7,434
+2,427
194
$554K 0.1%
22,560
+6,733
195
$551K 0.1%
18,860
+6,643
196
$549K 0.1%
22,638
+7,724
197
$543K 0.1%
18,050
+6,685
198
$543K 0.1%
15,118
+5,143
199
$538K 0.1%
3,746
+1,399
200
$538K 0.1%
4,044
+1,516
6 7
8
9 10