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
526
$343K 0.03%
4,723
527
$341K 0.03%
9,324
528
$340K 0.03%
7,402
529
$339K 0.03%
6,081
530
$339K 0.03%
2,068
531
$337K 0.03%
2,899
532
$336K 0.03%
2,259
533
$335K 0.03%
9,941
534
$334K 0.03%
3,278
535
$333K 0.03%
2,523
536
$333K 0.03%
1,677
537
$332K 0.03%
6,148
538
$332K 0.03%
9,184
539
$332K 0.03%
5,670
540
$330K 0.03%
8,053
541
$329K 0.03%
4,581
542
$329K 0.03%
3,592
543
$329K 0.03%
6,010
544
$328K 0.03%
4,705
545
$328K 0.03%
3,677
546
$327K 0.03%
4,675
547
$327K 0.03%
491
548
$323K 0.03%
10,886
549
$323K 0.03%
16,079
550
$323K 0.03%
4,798
20 21
22
23 24