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
301
$826K 0.06%
1,826
+225
302
$819K 0.06%
3,786
+464
303
$810K 0.06%
5,341
+2,165
304
$808K 0.06%
13,630
+1,686
305
$806K 0.06%
28,594
+3,553
306
$801K 0.06%
19,780
+2,467
307
$796K 0.05%
9,128
-2,153
308
$796K 0.05%
4,543
+589
309
$793K 0.05%
13,168
+1,632
310
$781K 0.05%
1,368
+170
311
$780K 0.05%
14,622
-709
312
$778K 0.05%
4,373
+539
313
$775K 0.05%
12,357
+1,514
314
$775K 0.05%
3,876
+1,536
315
$771K 0.05%
2,721
+337
316
$762K 0.05%
10,322
+1,243
317
$750K 0.05%
7,793
+969
318
$749K 0.05%
21,590
+10
319
$748K 0.05%
20,080
+2,451
320
$748K 0.05%
1,946
+240
321
$744K 0.05%
14,902
+1,846
322
$738K 0.05%
1,904
+234
323
$735K 0.05%
6,133
+759
324
$733K 0.05%
12,305
-842
325
$732K 0.05%
24,640
+3,035
11 12
13
14 15