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
626
$253K 0.02%
15,557
627
$253K 0.02%
2,988
628
$252K 0.02%
2,825
629
$252K 0.02%
4,112
630
$252K 0.02%
2,629
631
$252K 0.02%
2,881
632
$252K 0.02%
2,193
633
$251K 0.02%
9,133
634
$251K 0.02%
2,248
+34
635
$250K 0.02%
2,922
636
$250K 0.02%
1,254
637
$249K 0.02%
5,652
638
$248K 0.02%
2,844
639
$247K 0.02%
3,905
640
$247K 0.02%
1,960
641
$247K 0.02%
1,733
642
$247K 0.02%
5,807
643
$245K 0.02%
2,040
644
$245K 0.02%
+12,347
645
$243K 0.02%
8,193
646
$243K 0.02%
3,003
647
$242K 0.02%
5,214
648
$241K 0.02%
7,183
649
$241K 0.02%
912
650
$241K 0.02%
3,962
24 25
26
27 28