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
351
$623K 0.05%
9,687
352
$623K 0.05%
1,120
353
$616K 0.05%
16,061
+84
354
$613K 0.05%
1,715
355
$612K 0.05%
1,262
356
$612K 0.05%
4,602
+30
357
$610K 0.05%
7,808
358
$609K 0.05%
24,338
+174
359
$607K 0.05%
5,406
+26
360
$603K 0.05%
21,635
361
$601K 0.05%
1,758
362
$600K 0.05%
3,211
363
$598K 0.05%
2,287
364
$596K 0.05%
4,659
+27
365
$596K 0.05%
8,453
366
$590K 0.05%
27,298
+245
367
$589K 0.05%
7,275
+51
368
$587K 0.05%
3,544
+24
369
$586K 0.05%
27,264
370
$586K 0.05%
1,834
+10
371
$584K 0.05%
1,415
+10
372
$584K 0.05%
10,522
+72
373
$583K 0.05%
10,566
374
$582K 0.05%
27,334
+197
375
$581K 0.05%
3,139
+17
13 14
15
16 17