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
626
$292K 0.02%
9,723
+1,286
627
$292K 0.02%
2,523
+323
628
$292K 0.02%
+2,149
629
$289K 0.02%
+2,115
630
$287K 0.02%
+5,132
631
$287K 0.02%
5,646
+654
632
$286K 0.02%
+2,331
633
$286K 0.02%
+3,279
634
$286K 0.02%
+1,782
635
$285K 0.02%
6,884
+792
636
$285K 0.02%
+4,112
637
$283K 0.02%
7,575
+979
638
$283K 0.02%
6,216
+738
639
$283K 0.02%
2,364
+304
640
$282K 0.02%
5,674
+712
641
$282K 0.02%
+4,147
642
$280K 0.02%
+1,885
643
$279K 0.02%
+5,768
644
$278K 0.02%
5,391
-1,068
645
$278K 0.02%
+8,261
646
$277K 0.02%
13,259
+1,688
647
$276K 0.02%
4,886
+640
648
$275K 0.02%
+2,828
649
$275K 0.02%
4,321
-2,216
650
$274K 0.02%
12,161
+1,488
24 25
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