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
576
$326K 0.02%
6,145
+787
577
$324K 0.02%
3,385
+396
578
$324K 0.02%
14,128
+1,696
579
$324K 0.02%
8,305
+1,079
580
$324K 0.02%
2,485
+290
581
$323K 0.02%
11,608
-2,421
582
$323K 0.02%
3,479
+491
583
$320K 0.02%
20,492
-3,244
584
$320K 0.02%
4,930
+568
585
$318K 0.02%
4,353
+571
586
$316K 0.02%
6,546
+846
587
$316K 0.02%
+10,154
588
$315K 0.02%
6,079
+792
589
$314K 0.02%
10,429
+1,215
590
$312K 0.02%
6,374
+832
591
$312K 0.02%
1,882
+246
592
$312K 0.02%
11,923
+1,309
593
$311K 0.02%
9,179
+1,209
594
$311K 0.02%
1,985
+230
595
$311K 0.02%
6,336
+740
596
$310K 0.02%
1,986
+231
597
$310K 0.02%
1,426
+186
598
$310K 0.02%
10,528
+1,236
599
$309K 0.02%
7,514
+858
600
$309K 0.02%
+4,068
22 23
24
25 26