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
Annaly Capital Management
NLY
$15.7B
| – | – |
-5,517
|
|
||
502
Northrop Grumman
NOC
$75.6B
| – | – |
-2,373
|
|
||
503
ServiceNow
NOW
$127B
| – | – |
-15,940
|
|
||
504
Norfolk Southern
NSC
$68.6B
| – | – |
-3,872
|
|
||
505
NetApp
NTAP
$35B
| – | – |
-3,533
|
|