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
476
$408K 0.03%
1,253
477
$405K 0.03%
8,179
478
$404K 0.03%
7,222
479
$403K 0.03%
16,364
480
$401K 0.03%
12,562
481
$401K 0.03%
7,962
482
$399K 0.03%
2,385
483
$397K 0.03%
5,132
484
$396K 0.03%
2,683
485
$395K 0.03%
3,919
486
$395K 0.03%
7,119
487
$394K 0.03%
15,562
488
$393K 0.03%
1,882
489
$392K 0.03%
1,645
+14
490
$390K 0.03%
31,456
491
$388K 0.03%
4,837
+35
492
$387K 0.03%
3,329
493
$385K 0.03%
1,421
+11
494
$382K 0.03%
9,527
495
$382K 0.03%
3,974
496
$380K 0.03%
4,860
497
$379K 0.03%
4,280
498
$376K 0.03%
3,034
499
$376K 0.03%
1,127
500
$372K 0.03%
18,108
18 19
20
21 22