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
276
$835K 0.07%
3,519
+13
277
$835K 0.07%
9,854
+41
278
$834K 0.07%
2,449
+11
279
$831K 0.07%
32,220
280
$829K 0.06%
4,337
+225
281
$828K 0.06%
1,755
+256
282
$823K 0.06%
5,756
283
$820K 0.06%
23,644
+96
284
$819K 0.06%
11,610
+64
285
$814K 0.06%
9,049
286
$808K 0.06%
6,514
+32
287
$808K 0.06%
16,527
+74
288
$805K 0.06%
15,263
289
$801K 0.06%
4,569
+17
290
$800K 0.06%
7,106
291
$795K 0.06%
9,464
+50
292
$790K 0.06%
9,668
+42
293
$789K 0.06%
8,945
+37
294
$786K 0.06%
15,433
295
$785K 0.06%
21,519
+79
296
$777K 0.06%
3,215
297
$775K 0.06%
1,503
298
$771K 0.06%
18,104
+153
299
$769K 0.06%
4,455
+24
300
$768K 0.06%
4,659
+17
10 11
12
13 14