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
376
$606K 0.04%
8,329
+1,027
377
$604K 0.04%
19,967
+2,451
378
$603K 0.04%
4,734
+573
379
$602K 0.04%
21,405
+2,625
380
$601K 0.04%
48,203
+6,646
381
$599K 0.04%
31,709
+3,250
382
$595K 0.04%
3,917
-480
383
$595K 0.04%
14,080
+1,725
384
$594K 0.04%
11,170
+1,376
385
$594K 0.04%
4,567
+563
386
$592K 0.04%
4,123
+507
387
$591K 0.04%
36,022
+4,461
388
$591K 0.04%
3,119
+388
389
$591K 0.04%
4,493
+534
390
$590K 0.04%
4,948
+605
391
$590K 0.04%
6,203
+811
392
$590K 0.04%
1,610
+196
393
$588K 0.04%
3,360
+413
394
$587K 0.04%
6,746
+828
395
$586K 0.04%
6,683
-937
396
$584K 0.04%
12,815
+1,557
397
$580K 0.04%
10,830
+1,327
398
$580K 0.04%
9,927
+1,243
399
$577K 0.04%
1,807
+220
400
$576K 0.04%
3,902
+473
14 15
16
17 18