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
$1.16B
AUM Growth
+$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.9M
3
+$14.4M
4
AMZN icon
Amazon
AMZN
+$12.2M
5
META icon
Meta Platforms (Facebook)
META
+$5.75M

Top Sells

1
+$349K
2
+$207K
3
+$202K
4
CZR
Caesars Entertainment Corporation
CZR
+$163K
5
TMUSR
T-Mobile US, Inc. Subscription Rights Expiring 7/27/2020
TMUSR
+$2K

Sector Composition

1 Technology 22.83%
2 Healthcare 12.6%
3 Financials 10.72%
4 Consumer Discretionary 10.64%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$250K 0.02%
+1,756
577
$250K 0.02%
+1,697
578
$250K 0.02%
+8,530
579
$250K 0.02%
+1,788
580
$249K 0.02%
+9,292
581
$248K 0.02%
+5,542
582
$248K 0.02%
+4,608
583
$248K 0.02%
16,750
+4,703
584
$246K 0.02%
+1,058
585
$245K 0.02%
22,705
+6,372
586
$245K 0.02%
+5,358
587
$243K 0.02%
+1,026
588
$243K 0.02%
+1,980
589
$243K 0.02%
+7,901
590
$242K 0.02%
+503
591
$241K 0.02%
+13,204
592
$240K 0.02%
+8,437
593
$240K 0.02%
+1,755
594
$238K 0.02%
+5,792
595
$237K 0.02%
+9,214
596
$237K 0.02%
+2,532
597
$237K 0.02%
+6,092
598
$236K 0.02%
+2,086
599
$236K 0.02%
+6,596
600
$236K 0.02%
+5,596
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