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
601
$309K 0.02%
512
+61
602
$308K 0.02%
579
+76
603
$305K 0.02%
+2,925
604
$305K 0.02%
+2,164
605
$305K 0.02%
8,395
+1,086
606
$304K 0.02%
8,035
-3,090
607
$303K 0.02%
7,833
+898
608
$303K 0.02%
4,607
+593
609
$302K 0.02%
+2,006
610
$302K 0.02%
3,989
-840
611
$301K 0.02%
+5,691
612
$301K 0.02%
2,126
+275
613
$301K 0.02%
1,510
+195
614
$300K 0.02%
14,110
+1,638
615
$300K 0.02%
5,680
-2,135
616
$298K 0.02%
2,187
+251
617
$297K 0.02%
18,829
+413
618
$296K 0.02%
+1,321
619
$296K 0.02%
12,856
+1,638
620
$296K 0.02%
+11,637
621
$296K 0.02%
2,358
+307
622
$296K 0.02%
9,153
+1,174
623
$294K 0.02%
6,792
+1,000
624
$294K 0.02%
+6,497
625
$294K 0.02%
8,647
+1,116
23 24
25
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