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
601
$278K 0.02%
1,107
602
$278K 0.02%
2,339
603
$277K 0.02%
4,589
604
$276K 0.02%
1,525
605
$275K 0.02%
1,743
+20
606
$275K 0.02%
3,635
607
$275K 0.02%
2,424
608
$274K 0.02%
151
609
$272K 0.02%
1,780
610
$270K 0.02%
3,967
611
$267K 0.02%
11,340
612
$267K 0.02%
3,450
613
$266K 0.02%
1,701
614
$266K 0.02%
1,562
615
$265K 0.02%
10,949
616
$263K 0.02%
3,263
617
$262K 0.02%
2,211
618
$262K 0.02%
827
619
$261K 0.02%
+5,336
620
$259K 0.02%
2,194
621
$258K 0.02%
13,044
622
$257K 0.02%
+1,492
623
$256K 0.02%
11,710
624
$256K 0.02%
960
625
$253K 0.02%
8,659
23 24
25
26 27