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
301
$755K 0.06%
14,349
+57
302
$754K 0.06%
7,128
+31
303
$748K 0.06%
21,018
304
$744K 0.06%
3,576
305
$742K 0.06%
5,548
+21
306
$730K 0.06%
3,336
+13
307
$730K 0.06%
8,052
+48
308
$726K 0.06%
12,519
309
$723K 0.06%
2,379
+10
310
$722K 0.06%
2,056
+10
311
$718K 0.06%
3,945
+16
312
$714K 0.06%
11,361
+508
313
$709K 0.06%
1,736
314
$708K 0.06%
10,082
315
$706K 0.06%
1,425
316
$705K 0.06%
23,839
317
$705K 0.06%
5,871
318
$701K 0.05%
4,139
+17
319
$701K 0.05%
7,469
+39
320
$699K 0.05%
2,584
+12
321
$697K 0.05%
9,596
322
$691K 0.05%
+11,505
323
$690K 0.05%
11,881
324
$689K 0.05%
18,706
325
$681K 0.05%
19,165
+116
11 12
13
14 15