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
251
$897K 0.07%
4,477
+20
252
$887K 0.07%
644
+2
253
$886K 0.07%
2,087
+7
254
$885K 0.07%
34,127
255
$874K 0.07%
20,769
256
$873K 0.07%
3,443
+12
257
$872K 0.07%
3,303
+12
258
$872K 0.07%
5,159
+26
259
$871K 0.07%
1,526
+5
260
$871K 0.07%
3,864
+15
261
$870K 0.07%
3,927
262
$869K 0.07%
12,410
+74
263
$862K 0.07%
5,246
+19
264
$862K 0.07%
14,161
265
$861K 0.07%
6,062
+24
266
$859K 0.07%
21,253
+103
267
$856K 0.07%
1,266
+5
268
$855K 0.07%
12,166
+49
269
$853K 0.07%
16,593
270
$848K 0.07%
5,706
271
$847K 0.07%
19,961
+115
272
$843K 0.07%
3,626
273
$842K 0.07%
10,401
+43
274
$839K 0.07%
4,074
+1,704
275
$837K 0.07%
8,494
+42
9 10
11
12 13