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
426
$489K 0.04%
4,036
427
$488K 0.04%
2,389
-380
428
$487K 0.04%
8,157
429
$487K 0.04%
4,441
+31
430
$486K 0.04%
2,347
431
$485K 0.04%
1,116
432
$484K 0.04%
4,240
433
$483K 0.04%
5,107
434
$483K 0.04%
8,772
435
$482K 0.04%
5,226
436
$480K 0.04%
4,427
+37
437
$477K 0.04%
3,788
438
$474K 0.04%
4,531
439
$460K 0.04%
4,822
440
$460K 0.04%
33,974
441
$459K 0.04%
5,278
442
$454K 0.04%
7,563
443
$454K 0.04%
380
+3
444
$454K 0.04%
2,071
445
$453K 0.04%
14,506
446
$450K 0.04%
13,289
447
$447K 0.04%
1,547
448
$446K 0.03%
2,155
+17
449
$446K 0.03%
93
450
$444K 0.03%
595
16 17
18
19 20