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
376
$580K 0.05%
11,509
+922
377
$580K 0.05%
7,050
378
$579K 0.05%
7,011
+50
379
$576K 0.05%
2,196
380
$573K 0.04%
7,072
+50
381
$569K 0.04%
2,132
382
$566K 0.04%
12,041
+97
383
$566K 0.04%
4,752
384
$566K 0.04%
6,305
+37
385
$565K 0.04%
5,472
+32
386
$564K 0.04%
2,752
+15
387
$561K 0.04%
3,704
+22
388
$561K 0.04%
11,302
+76
389
$559K 0.04%
3,730
390
$558K 0.04%
1,300
391
$553K 0.04%
1,532
392
$552K 0.04%
6,202
393
$548K 0.04%
15,383
394
$546K 0.04%
3,148
395
$545K 0.04%
11,910
396
$543K 0.04%
3,638
+35
397
$543K 0.04%
2,126
398
$539K 0.04%
1,900
+11
399
$538K 0.04%
10,536
400
$537K 0.04%
3,221
14 15
16
17 18