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
526
$394K 0.03%
3,057
+358
527
$394K 0.03%
11,174
+1,335
528
$393K 0.03%
40,346
+4,803
529
$390K 0.03%
3,026
+590
530
$389K 0.03%
8,236
+971
531
$387K 0.03%
2,456
+293
532
$385K 0.03%
2,224
+289
533
$384K 0.03%
5,225
+617
534
$383K 0.03%
14,954
+1,750
535
$379K 0.03%
17,510
+2,221
536
$376K 0.03%
25,708
+3,003
537
$376K 0.03%
4,035
+477
538
$374K 0.03%
3,941
+468
539
$373K 0.03%
1,949
+252
540
$372K 0.03%
2,708
+316
541
$370K 0.03%
+2,707
542
$367K 0.03%
12,595
+335
543
$366K 0.03%
3,858
+450
544
$364K 0.03%
1,582
+187
545
$361K 0.02%
5,016
+576
546
$358K 0.02%
+7,113
547
$357K 0.02%
3,040
+348
548
$356K 0.02%
2,037
+262
549
$356K 0.02%
4,256
+499
550
$355K 0.02%
2,431
+313
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