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
451
$443K 0.03%
1,054
452
$443K 0.03%
3,895
453
$443K 0.03%
6,340
454
$441K 0.03%
1,625
455
$440K 0.03%
1,500
456
$440K 0.03%
5,103
457
$438K 0.03%
8,271
458
$437K 0.03%
6,293
+41
459
$437K 0.03%
1,605
460
$436K 0.03%
6,018
461
$434K 0.03%
9,119
462
$432K 0.03%
2,085
463
$431K 0.03%
15,187
464
$426K 0.03%
7,942
465
$424K 0.03%
18,552
466
$424K 0.03%
1,073
+9
467
$422K 0.03%
11,047
+94
468
$422K 0.03%
2,414
+18
469
$413K 0.03%
8,580
470
$411K 0.03%
+1,298
471
$411K 0.03%
4,658
472
$410K 0.03%
6,591
473
$410K 0.03%
3,644
474
$408K 0.03%
11,122
475
$408K 0.03%
42,543
17 18
19
20 21