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
26
$7.04M 0.55%
119,607
+244
27
$6.78M 0.53%
157,720
+349
28
$6.5M 0.51%
119,367
+239
29
$6.34M 0.5%
11,094
+24
30
$6.32M 0.49%
116,996
+221
31
$6.08M 0.48%
114,189
+236
32
$5.86M 0.46%
38,940
+64
33
$5.79M 0.45%
49,042
+99
34
$5.75M 0.45%
109,663
+180
35
$5.74M 0.45%
17,929
+31
36
$5.64M 0.44%
121,395
+204
37
$5.61M 0.44%
12,479
+24
38
$5.54M 0.43%
54,580
+106
39
$5.54M 0.43%
23,957
+53
40
$5.46M 0.43%
112,590
+220
41
$5.45M 0.43%
20,199
+39
42
$5.45M 0.43%
267,108
+595
43
$5.42M 0.42%
116,839
+242
44
$5.38M 0.42%
49,895
+102
45
$5.37M 0.42%
71,537
+150
46
$5.11M 0.4%
35,158
+80
47
$5.08M 0.4%
21,086
+37
48
$5M 0.39%
26,040
+42
49
$4.75M 0.37%
37,863
+64
50
$4.35M 0.34%
55,401
+107
1
2
3 4 5