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
501
$426K 0.03%
2,120
+253
502
$426K 0.03%
9,868
+1,178
503
$423K 0.03%
3,095
+370
504
$423K 0.03%
5,375
+634
505
$422K 0.03%
20,299
+2,422
506
$422K 0.03%
19,389
+2,487
507
$422K 0.03%
8,063
+962
508
$420K 0.03%
7,192
-26
509
$416K 0.03%
10,830
+1,315
510
$415K 0.03%
8,749
+1,091
511
$414K 0.03%
2,949
+382
512
$412K 0.03%
9,456
+1,120
513
$411K 0.03%
1,473
+175
514
$408K 0.03%
6,432
-1,749
515
$407K 0.03%
3,607
+428
516
$406K 0.03%
2,252
+271
517
$405K 0.03%
8,387
+991
518
$403K 0.03%
4,462
+529
519
$402K 0.03%
18,572
+2,205
520
$399K 0.03%
9,686
+1,156
521
$397K 0.03%
2,276
+270
522
$397K 0.03%
8,810
+1,029
523
$396K 0.03%
10,524
+1,239
524
$395K 0.03%
3,394
+400
525
$395K 0.03%
2,245
+265
19 20
21
22 23