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
476
$461K 0.03%
2,169
+260
477
$460K 0.03%
4,900
+595
478
$460K 0.03%
3,848
+459
479
$457K 0.03%
1,375
+169
480
$457K 0.03%
10,376
+1,249
481
$456K 0.03%
2,818
+341
482
$455K 0.03%
780
+95
483
$452K 0.03%
6,531
-1,011
484
$450K 0.03%
1,803
+216
485
$445K 0.03%
5,608
+672
486
$443K 0.03%
199
+26
487
$443K 0.03%
9,021
+1,160
488
$441K 0.03%
6,098
+730
489
$440K 0.03%
4,701
+568
490
$439K 0.03%
12,986
-1,302
491
$438K 0.03%
5,972
-1,720
492
$438K 0.03%
7,821
+933
493
$437K 0.03%
5,013
+607
494
$433K 0.03%
6,791
+809
495
$432K 0.03%
4,523
+586
496
$430K 0.03%
3,950
+473
497
$429K 0.03%
4,726
+573
498
$427K 0.03%
4,035
+519
499
$427K 0.03%
4,004
+519
500
$426K 0.03%
11,261
+1,243
18 19
20
21 22