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
451
$502K 0.03%
3,047
+396
452
$498K 0.03%
23,872
+2,533
453
$498K 0.03%
10,041
+1,217
454
$495K 0.03%
5,608
+729
455
$492K 0.03%
13,790
-2,379
456
$492K 0.03%
7,882
+976
457
$490K 0.03%
14,971
+1,790
458
$489K 0.03%
6,090
+738
459
$489K 0.03%
2,040
+264
460
$489K 0.03%
6,679
+721
461
$488K 0.03%
1,820
+236
462
$487K 0.03%
6,526
+842
463
$483K 0.03%
5,529
+665
464
$480K 0.03%
10,307
+1,239
465
$479K 0.03%
4,784
-2,011
466
$477K 0.03%
3,078
+374
467
$477K 0.03%
9,262
+1,149
468
$477K 0.03%
3,459
+417
469
$476K 0.03%
4,951
+598
470
$473K 0.03%
4,095
+508
471
$472K 0.03%
37,365
+4,549
472
$469K 0.03%
2,750
+332
473
$465K 0.03%
8,368
+1,009
474
$464K 0.03%
10,739
+1,310
475
$462K 0.03%
15,074
+1,150
17 18
19
20 21