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
201
$536K 0.1%
8,679
+3,270
202
$534K 0.1%
11,881
+4,466
203
$530K 0.1%
26,400
+9,915
204
$528K 0.1%
5,407
+2,042
205
$527K 0.1%
2,778
+1,057
206
$527K 0.1%
3,784
+1,419
207
$521K 0.1%
7,278
+2,750
208
$520K 0.1%
3,060
+1,150
209
$519K 0.1%
3,836
+1,186
210
$515K 0.09%
2,972
+1,121
211
$513K 0.09%
4,287
+1,605
212
$513K 0.09%
3,399
+1,016
213
$513K 0.09%
11,234
+4,172
214
$509K 0.09%
3,924
+1,136
215
$508K 0.09%
18,046
+6,770
216
$504K 0.09%
27,636
+10,300
217
$502K 0.09%
5,936
+1,578
218
$501K 0.09%
2,685
+759
219
$498K 0.09%
10,978
+3,664
220
$496K 0.09%
3,365
+1,258
221
$494K 0.09%
7,644
+2,824
222
$492K 0.09%
5,009
+1,888
223
$490K 0.09%
7,146
+2,681
224
$489K 0.09%
2,018
+757
225
$487K 0.09%
11,952
+4,531
7 8
9
10 11