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
326
$677K 0.05%
6,181
327
$676K 0.05%
19,800
328
$671K 0.05%
4,639
+21
329
$668K 0.05%
16,327
330
$664K 0.05%
16,375
331
$663K 0.05%
4,264
+20
332
$658K 0.05%
2,183
333
$657K 0.05%
5,885
-1,030
334
$654K 0.05%
3,988
335
$652K 0.05%
16,499
336
$648K 0.05%
9,177
337
$645K 0.05%
41,742
+236
338
$643K 0.05%
6,581
339
$639K 0.05%
8,095
340
$639K 0.05%
3,766
341
$637K 0.05%
3,768
+25
342
$632K 0.05%
5,627
343
$631K 0.05%
6,590
+36
344
$629K 0.05%
3,333
+17
345
$627K 0.05%
5,813
346
$627K 0.05%
9,361
+55
347
$625K 0.05%
5,051
348
$624K 0.05%
4,015
349
$624K 0.05%
11,783
+66
350
$623K 0.05%
3,710
12 13
14
15 16