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
551
$352K 0.02%
17,928
+2,075
552
$351K 0.02%
2,205
-549
553
$350K 0.02%
5,242
+613
554
$349K 0.02%
10,274
+2,637
555
$349K 0.02%
3,489
+428
556
$349K 0.02%
1,274
+150
557
$349K 0.02%
4,855
+622
558
$346K 0.02%
1,179
+153
559
$346K 0.02%
4,882
-1,858
560
$344K 0.02%
11,666
+1,491
561
$342K 0.02%
9,099
+1,198
562
$340K 0.02%
1,453
+170
563
$339K 0.02%
14,401
+1,783
564
$339K 0.02%
1,979
+231
565
$335K 0.02%
2,864
+336
566
$334K 0.02%
+3,377
567
$333K 0.02%
+1,637
568
$331K 0.02%
7,812
-2,938
569
$331K 0.02%
4,135
-2,822
570
$331K 0.02%
15,097
+1,782
571
$329K 0.02%
331
+43
572
$328K 0.02%
2,393
+307
573
$328K 0.02%
4,995
+581
574
$327K 0.02%
1,984
+228
575
$327K 0.02%
33,103
+4,285
21 22
23
24 25