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
$805M
AUM Growth
-$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$313K
3
+$284K
4
RIVN icon
Rivian
RIVN
+$246K
5
VMW
VMware, Inc
VMW
+$168K

Top Sells

1
+$39M
2
+$33.1M
3
+$29.4M
4
AMZN icon
Amazon
AMZN
+$16.8M
5
CHPT icon
ChargePoint
CHPT
+$10.9M

Sector Composition

1 Technology 24.55%
2 Healthcare 11.68%
3 Financials 11.1%
4 Consumer Discretionary 10.6%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$720K 0.09%
10,831
-7,539
202
$719K 0.09%
8,371
-5,849
203
$711K 0.09%
4,558
-3,149
204
$709K 0.09%
3,325
-2,474
205
$706K 0.09%
12,445
-8,725
206
$704K 0.09%
20,834
-15,260
207
$703K 0.09%
10,624
-7,204
208
$701K 0.09%
1,803
-1,248
209
$699K 0.09%
6,458
-4,795
210
$698K 0.09%
23,317
-16,370
211
$691K 0.09%
9,271
-6,248
212
$690K 0.09%
4,966
-3,438
213
$685K 0.09%
10,170
-7,190
214
$681K 0.08%
2,140
-1,508
215
$679K 0.08%
10,610
-7,845
216
$679K 0.08%
3,939
-2,869
217
$675K 0.08%
1,935
-1,352
218
$672K 0.08%
3,281
-2,302
219
$668K 0.08%
8,510
-5,269
220
$667K 0.08%
2,658
-1,908
221
$666K 0.08%
5,825
-4,078
222
$659K 0.08%
4,874
-3,411
223
$655K 0.08%
9,144
-2,217
224
$654K 0.08%
7,133
-5,033
225
$654K 0.08%
3,555
-2,486
7 8
9
10 11