IRF
IBM Retirement Fund Portfolio holdings
AUM
$72.1M
1-Year Return
12.05%
This Quarter Return
-0.04%
1 Year Return
-12.05%
3 Year Return
+54.45%
5 Year Return
+100.28%
10 Year Return
–
AUM
$1.28B
AUM Growth
+$3.41M
(+0.27%)
Cap. Flow
+$9.45M
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
32.48%
Holding
764
New
13
Increased
331
Reduced
19
Closed
24
Top Buys
| 1 |
ChargePoint
CHPT
|
$13.2M |
| 2 |
Analog Devices
ADI
|
$861K |
| 3 |
AstraZeneca
AZN
|
$691K |
| 4 |
Snowflake
SNOW
|
$656K |
| 5 |
Tesla
TSLA
|
$508K |
Top Sells
| 1 |
GE Aerospace
GE
|
$3.32M |
| 2 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$1.14M |
| 3 |
MXIM
Maxim Integrated Products
MXIM
|
$855K |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$754K |
| 5 |
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% |
