IRF
IBM Retirement Fund Portfolio holdings
AUM
$72.1M
1-Year Est. Return
12.04%
This Fund
S&P 500
1 Year Est. Return
-12.04%
AUM
$72.1M
AUM Growth
-$638M
(-90%)
Holding
505
Top Buys
No buys this quarter
Top Sells
| 1 | +$43M | |
| 2 | +$37.1M | |
| 3 | +$22.6M | |
| 4 |
Tesla
TSLA
|
+$14.3M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$13.4M |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
AvalonBay Communities
AVB
$24.2B
| – | – |
-2,222
|
|
||
502
Broadcom
AVGO
$1.92T
| – | – |
-64,370
|
|
||
503
Avantor
AVTR
$5.76B
| – | – |
-9,645
|
|
||
504
Avery Dennison
AVY
$13.3B
| – | – |
-1,317
|
|
||
505
American Water Works
AWK
$25.7B
| – | – |
-2,903
|
|