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
401
$537K 0.04%
24,842
402
$534K 0.04%
3,678
403
$531K 0.04%
3,174
404
$530K 0.04%
1,864
405
$528K 0.04%
4,356
406
$526K 0.04%
7,132
407
$525K 0.04%
36,836
+290
408
$525K 0.04%
4,139
409
$525K 0.04%
4,161
410
$522K 0.04%
1,095
411
$521K 0.04%
1,136
+7
412
$517K 0.04%
1,316
+8
413
$513K 0.04%
20,743
414
$510K 0.04%
4,672
415
$509K 0.04%
15,202
+130
416
$506K 0.04%
3,356
+25
417
$505K 0.04%
43,589
+252
418
$504K 0.04%
10,520
+67
419
$500K 0.04%
11,593
+81
420
$498K 0.04%
4,171
+30
421
$497K 0.04%
2,284
+14
422
$497K 0.04%
1,321
+10
423
$497K 0.04%
3,226
424
$492K 0.04%
7,643
+57
425
$490K 0.04%
11,476
15 16
17
18 19