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
351
$664K 0.05%
5,548
+689
352
$664K 0.05%
7,124
+882
353
$662K 0.05%
5,002
+609
354
$655K 0.05%
18,058
+2,218
355
$655K 0.05%
7,216
+888
356
$654K 0.05%
2,304
+285
357
$650K 0.04%
4,244
+526
358
$648K 0.04%
13,222
+1,607
359
$647K 0.04%
10,597
+1,315
360
$640K 0.04%
1,467
+181
361
$637K 0.04%
3,680
+451
362
$632K 0.04%
34,784
-3,392
363
$629K 0.04%
2,405
+294
364
$627K 0.04%
7,475
+1,779
365
$626K 0.04%
6,019
+783
366
$623K 0.04%
16,232
+1,975
367
$623K 0.04%
2,438
+319
368
$622K 0.04%
5,926
+731
369
$619K 0.04%
20,843
-1,787
370
$617K 0.04%
9,235
+1,132
371
$615K 0.04%
14,679
+1,784
372
$614K 0.04%
2,648
+309
373
$613K 0.04%
20,018
-1,307
374
$609K 0.04%
4,257
+552
375
$607K 0.04%
1,532
+187
13 14
15
16 17