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
326
$731K 0.05%
4,182
+514
327
$730K 0.05%
5,511
+680
328
$727K 0.05%
4,901
+606
329
$726K 0.05%
26,340
+3,231
330
$726K 0.05%
15,427
+1,936
331
$716K 0.05%
3,509
+428
332
$715K 0.05%
9,157
+1,157
333
$708K 0.05%
1,721
+212
334
$706K 0.05%
1,971
+244
335
$706K 0.05%
7,236
+896
336
$703K 0.05%
4,228
+515
337
$699K 0.05%
7,042
+868
338
$693K 0.05%
5,259
+647
339
$692K 0.05%
9,501
+1,170
340
$692K 0.05%
6,076
+740
341
$688K 0.05%
58,472
+7,124
342
$688K 0.05%
18,511
+543
343
$687K 0.05%
10,659
+1,314
344
$686K 0.05%
3,912
+480
345
$678K 0.05%
13,819
+1,691
346
$677K 0.05%
5,212
+678
347
$674K 0.05%
6,625
+813
348
$673K 0.05%
5,330
+661
349
$669K 0.05%
1,862
+228
350
$668K 0.05%
1,635
+189
12 13
14
15 16