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
576
$296K 0.02%
1,508
577
$295K 0.02%
7,766
578
$294K 0.02%
1,050
579
$294K 0.02%
2,122
580
$293K 0.02%
5,889
+76
581
$292K 0.02%
4,866
582
$292K 0.02%
2,996
583
$292K 0.02%
6,447
584
$289K 0.02%
6,279
585
$288K 0.02%
1,935
586
$287K 0.02%
3,887
587
$287K 0.02%
3,003
588
$284K 0.02%
6,123
589
$284K 0.02%
1,600
590
$283K 0.02%
3,643
591
$283K 0.02%
4,569
592
$282K 0.02%
2,635
593
$281K 0.02%
1,416
594
$281K 0.02%
5,798
595
$280K 0.02%
10,481
596
$280K 0.02%
6,853
597
$280K 0.02%
8,613
598
$279K 0.02%
1,576
599
$279K 0.02%
950
600
$279K 0.02%
1,857
22 23
24
25 26