IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$532M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$674K
2
+$344K
3
+$259K
4
SPOT icon
Spotify
SPOT
+$252K
5
TWLO icon
Twilio
TWLO
+$239K

Top Sells

1
+$619K
2
+$583K
3
+$254K
4
DVN icon
Devon Energy
DVN
+$225K
5
BF.B icon
Brown-Forman Class B
BF.B
+$224K

Sector Composition

1 Technology 15.07%
2 Financials 12.06%
3 Healthcare 11.05%
4 Communication Services 7.96%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$39K 0.01%
101
+19
427
$1K ﹤0.01%
16,535
428
– –
-7,193
429
– –
-4,240
430
– –
-7,830
431
– –
-7,424
432
– –
-7,127
433
– –
-682
434
– –
-7,002
435
– –
-3,337
436
– –
-7,709
437
– –
-2,033
438
– –
-2,731
14 15 16 17
18