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
501
$371K 0.03%
3,457
502
$369K 0.03%
5,373
503
$369K 0.03%
7,414
504
$368K 0.03%
5,185
505
$368K 0.03%
2,674
506
$367K 0.03%
3,643
507
$362K 0.03%
14,176
508
$361K 0.03%
6,517
509
$361K 0.03%
3,010
510
$359K 0.03%
5,019
+54
511
$358K 0.03%
1,444
512
$357K 0.03%
5,185
513
$355K 0.03%
6,118
514
$354K 0.03%
8,136
515
$354K 0.03%
2,952
516
$354K 0.03%
1,735
517
$353K 0.03%
8,095
518
$353K 0.03%
2,250
519
$351K 0.03%
2,902
520
$350K 0.03%
9,800
521
$347K 0.03%
4,534
522
$347K 0.03%
3,803
523
$345K 0.03%
5,147
524
$345K 0.03%
16,609
+4,905
525
$345K 0.03%
2,369
19 20
21
22 23