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
$1.27B
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.6M
3
+$1.21M
4
SNOW icon
Snowflake
SNOW
+$816K
5
CZR icon
Caesars Entertainment
CZR
+$584K

Top Sells

1
+$24.2M
2
+$13.3M
3
+$11.5M
4
AMZN icon
Amazon
AMZN
+$7.59M
5
META icon
Meta Platforms (Facebook)
META
+$4.97M

Sector Composition

1 Technology 22.81%
2 Financials 12.14%
3 Healthcare 11.71%
4 Consumer Discretionary 10.56%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.25M 0.1%
20,860
-5,203
177
$1.24M 0.1%
5,189
-815
178
$1.24M 0.1%
6,714
-1,439
179
$1.23M 0.1%
39,600
-7,950
180
$1.23M 0.1%
7,599
-19
181
$1.22M 0.1%
9,868
-2,050
182
$1.22M 0.1%
15,433
+1,730
183
$1.21M 0.1%
38,395
-7,760
184
$1.21M 0.09%
+45,857
185
$1.2M 0.09%
2,256
-496
186
$1.2M 0.09%
9,205
-1,848
187
$1.2M 0.09%
3,860
-745
188
$1.2M 0.09%
7,610
-1,527
189
$1.19M 0.09%
14,094
-2,868
190
$1.19M 0.09%
24,530
-5,121
191
$1.19M 0.09%
7,908
-1,606
192
$1.19M 0.09%
10,527
-2,978
193
$1.18M 0.09%
3,244
-690
194
$1.18M 0.09%
17,780
-1,960
195
$1.17M 0.09%
4,255
-881
196
$1.17M 0.09%
35,977
-8,240
197
$1.16M 0.09%
22,710
-4,464
198
$1.16M 0.09%
8,085
-1,661
199
$1.16M 0.09%
10,868
-1,660
200
$1.15M 0.09%
6,786
-1,668
6 7
8
9 10