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
551
$322K 0.03%
3,706
552
$322K 0.03%
19,726
553
$320K 0.03%
3,969
554
$319K 0.03%
4,401
555
$319K 0.03%
1,529
556
$318K 0.02%
3,606
557
$318K 0.02%
2,541
558
$317K 0.02%
1,809
559
$317K 0.02%
2,911
+34
560
$315K 0.02%
3,874
561
$315K 0.02%
6,398
562
$313K 0.02%
3,116
563
$312K 0.02%
5,063
564
$309K 0.02%
1,098
565
$308K 0.02%
3,978
566
$308K 0.02%
774
567
$308K 0.02%
4,277
568
$305K 0.02%
1,907
569
$305K 0.02%
7,016
570
$303K 0.02%
22,176
571
$302K 0.02%
3,968
572
$301K 0.02%
8,118
573
$300K 0.02%
3,780
574
$299K 0.02%
7,839
575
$299K 0.02%
5,778
21 22
23
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