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
201
$5.66M 0.11%
118,452
+4,300
202
$5.65M 0.11%
135,773
-1,129
203
$5.65M 0.11%
20,103
-538
204
$5.61M 0.11%
66,858
-161
205
$5.58M 0.11%
149,991
-2,802
206
$5.55M 0.11%
94,120
-1,829
207
$5.53M 0.11%
278,387
208
$5.52M 0.11%
146,940
-295
209
$5.44M 0.1%
136,708
-2,622
210
$5.36M 0.1%
138,302
-17,086
211
$5.33M 0.1%
92,390
-6,328
212
$5.27M 0.1%
118,384
-1,566
213
$5.26M 0.1%
146,164
-3,218
214
$5.24M 0.1%
129,096
-1,263
215
$5.21M 0.1%
75,124
+2,925
216
$5.21M 0.1%
127,518
-1,238
217
$5.06M 0.1%
65,087
-723
218
$5.05M 0.1%
39,763
-883
219
$5.04M 0.1%
136,516
-10,426
220
$5.03M 0.1%
309,631
-23,859
221
$4.99M 0.1%
72,545
-659
222
$4.93M 0.09%
120,801
-4,285
223
$4.91M 0.09%
149,258
-1,214
224
$4.88M 0.09%
95,255
-3,081
225
$4.85M 0.09%
33,448
+812
7 8
9
10 11