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
$1.28B
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$861K
3
+$691K
4
SNOW icon
Snowflake
SNOW
+$656K
5
TSLA icon
Tesla
TSLA
+$508K

Top Sells

1
+$3.32M
2
+$1.14M
3
+$855K
4
WORK
Slack Technologies, Inc.
WORK
+$754K
5
BBWI icon
Bath & Body Works
BBWI
+$482K

Sector Composition

1 Technology 23.24%
2 Financials 12.21%
3 Healthcare 11.84%
4 Consumer Discretionary 11.53%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.02M 0.08%
9,050
+27
227
$1.02M 0.08%
6,100
+22
228
$1.01M 0.08%
3,051
+9
229
$1M 0.08%
1,551
+21
230
$997K 0.08%
12,121
231
$983K 0.08%
18,861
232
$974K 0.08%
6,808
+22
233
$973K 0.08%
11,813
+39
234
$967K 0.08%
35,334
+130
235
$967K 0.08%
3,287
+13
236
$962K 0.08%
4,566
+17
237
$955K 0.07%
10,032
+32
238
$955K 0.07%
20,301
+78
239
$955K 0.07%
15,282
+52
240
$954K 0.07%
11,080
241
$951K 0.07%
4,932
242
$945K 0.07%
15,750
+58
243
$945K 0.07%
15,519
244
$931K 0.07%
20,964
+88
245
$930K 0.07%
4,142
+17
246
$922K 0.07%
9,465
+33
247
$918K 0.07%
54,854
+200
248
$912K 0.07%
1,461
+7
249
$906K 0.07%
6,407
250
$899K 0.07%
4,507
+20
8 9
10
11 12