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
401
$575K 0.04%
24,457
-6,235
402
$574K 0.04%
35,624
+4,415
403
$573K 0.04%
4,809
+583
404
$573K 0.04%
2,414
+295
405
$571K 0.04%
1,990
+240
406
$568K 0.04%
6,014
+729
407
$567K 0.04%
4,365
-584
408
$566K 0.04%
47,763
+5,855
409
$565K 0.04%
15,796
+1,951
410
$563K 0.04%
12,723
+1,569
411
$560K 0.04%
2,480
+321
412
$560K 0.04%
2,264
+276
413
$556K 0.04%
2,793
+346
414
$555K 0.04%
5,643
+690
415
$554K 0.04%
4,266
-136
416
$553K 0.04%
1,442
+176
417
$551K 0.04%
4,793
+585
418
$548K 0.04%
17,400
+2,111
419
$546K 0.04%
13,656
+1,689
420
$544K 0.04%
5,758
+704
421
$543K 0.04%
8,202
+1,009
422
$540K 0.04%
4,665
+569
423
$540K 0.04%
31,186
+2,204
424
$536K 0.04%
10,145
+1,225
425
$535K 0.04%
4,223
+523
15 16
17
18 19