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
276
$916K 0.06%
6,935
+856
277
$911K 0.06%
28,670
+3,507
278
$904K 0.06%
45,080
+5,561
279
$900K 0.06%
12,447
+1,558
280
$886K 0.06%
11,292
+1,403
281
$884K 0.06%
4,961
+891
282
$879K 0.06%
9,197
+1,139
283
$874K 0.06%
9,861
-2,274
284
$871K 0.06%
9,499
+1,164
285
$867K 0.06%
4,463
+541
286
$867K 0.06%
4,171
+518
287
$866K 0.06%
6,998
+881
288
$866K 0.06%
8,382
-790
289
$864K 0.06%
4,478
+547
290
$854K 0.06%
15,104
+588
291
$848K 0.06%
14,860
-263
292
$845K 0.06%
8,463
+1,045
293
$845K 0.06%
12,259
+1,515
294
$840K 0.06%
2,478
+320
295
$837K 0.06%
5,218
+645
296
$837K 0.06%
44,687
+27,937
297
$834K 0.06%
5,478
+683
298
$834K 0.06%
3,056
-286
299
$833K 0.06%
13,256
+1,631
300
$833K 0.06%
24,022
+1,708
10 11
12
13 14