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
201
$1.15M 0.09%
24,148
-5,087
202
$1.15M 0.09%
11,200
-2,288
203
$1.14M 0.09%
6,225
-996
204
$1.14M 0.09%
14,172
-3,199
205
$1.14M 0.09%
4,535
-665
206
$1.12M 0.09%
32,780
-6,822
207
$1.12M 0.09%
3,634
-727
208
$1.11M 0.09%
18,385
-3,643
209
$1.11M 0.09%
29,445
-6,885
210
$1.1M 0.09%
8,447
-1,901
211
$1.07M 0.08%
13,733
-2,753
212
$1.06M 0.08%
4,549
-889
213
$1.06M 0.08%
20,223
-4,442
214
$1.06M 0.08%
35,204
-8,767
215
$1.06M 0.08%
3,849
-624
216
$1.06M 0.08%
12,336
-2,493
217
$1.06M 0.08%
7,058
-1,526
218
$1.05M 0.08%
7,705
-1,638
219
$1.05M 0.08%
17,255
-3,531
220
$1.05M 0.08%
13,990
-2,980
221
$1.04M 0.08%
7,643
-1,490
222
$1.02M 0.08%
14,798
-3,345
223
$1.02M 0.08%
8,611
-1,816
224
$1.01M 0.08%
4,678
-1,092
225
$1.01M 0.08%
18,861
-4,810
7 8
9
10 11