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
251
$1.03M 0.07%
8,508
+1,059
252
$1.03M 0.07%
11,357
-109
253
$1.02M 0.07%
865
+106
254
$1.02M 0.07%
15,145
+1,131
255
$1.02M 0.07%
11,976
+2,087
256
$1.02M 0.07%
5,718
-106
257
$1.02M 0.07%
11,957
+1,458
258
$1.02M 0.07%
21,891
+2,736
259
$1.01M 0.07%
4,773
+591
260
$1M 0.07%
27,824
+140
261
$1M 0.07%
15,497
+1,907
262
$1M 0.07%
5,894
-532
263
$997K 0.07%
875
+109
264
$992K 0.07%
23,996
+1,587
265
$986K 0.07%
72,094
+8,844
266
$982K 0.07%
14,894
+1,839
267
$960K 0.07%
30,164
+3,756
268
$951K 0.07%
23,661
+820
269
$950K 0.07%
13,053
+1,612
270
$946K 0.07%
6,185
+766
271
$945K 0.07%
4,678
+578
272
$940K 0.06%
8,699
+1,072
273
$938K 0.06%
5,923
+2,517
274
$929K 0.06%
27,695
+3,422
275
$929K 0.06%
6,323
-924
9 10
11
12 13