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
$1.45B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.63M
3
+$4.57M
4
META icon
Meta Platforms (Facebook)
META
+$2.16M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.73M

Top Sells

1
+$14.5M
2
+$569K
3
+$409K
4
ETFC
E*Trade Financial Corporation
ETFC
+$360K
5
HDS
HD Supply Holdings, Inc.
HDS
+$343K

Sector Composition

1 Technology 22.94%
2 Healthcare 12.07%
3 Financials 11.47%
4 Consumer Discretionary 10.69%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.16M 0.08%
3,177
+392
227
$1.15M 0.08%
14,684
+553
228
$1.13M 0.08%
16,181
+623
229
$1.13M 0.08%
5,315
+656
230
$1.13M 0.08%
10,117
+1,248
231
$1.11M 0.08%
11,928
+1,499
232
$1.11M 0.08%
50,840
+2,815
233
$1.11M 0.08%
4,742
+615
234
$1.11M 0.08%
10,585
+1,308
235
$1.1M 0.08%
11,846
+1,477
236
$1.1M 0.08%
12,736
+1,606
237
$1.09M 0.08%
18,761
+2,340
238
$1.09M 0.08%
2,876
+361
239
$1.09M 0.08%
18,902
+2,366
240
$1.08M 0.07%
4,263
+525
241
$1.08M 0.07%
11,733
+1,467
242
$1.08M 0.07%
21,612
+1,270
243
$1.08M 0.07%
4,300
-166
244
$1.08M 0.07%
27,806
+2,301
245
$1.07M 0.07%
6,308
+780
246
$1.07M 0.07%
26,881
+1,129
247
$1.04M 0.07%
5,989
+738
248
$1.04M 0.07%
20,553
+2,550
249
$1.03M 0.07%
42,306
+5,086
250
$1.03M 0.07%
6,726
+837
8 9
10
11 12