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
651
$273K 0.02%
+4,637
652
$272K 0.02%
4,960
+650
653
$272K 0.02%
+1,875
654
$272K 0.02%
+7,378
655
$272K 0.02%
+8,180
656
$272K 0.02%
1,200
+142
657
$267K 0.02%
+3,206
658
$266K 0.02%
+1,291
659
$266K 0.02%
7,617
+861
660
$265K 0.02%
+2,052
661
$265K 0.02%
+5,790
662
$264K 0.02%
+2,790
663
$262K 0.02%
+4,682
664
$262K 0.02%
+5,167
665
$262K 0.02%
+1,938
666
$261K 0.02%
+6,379
667
$259K 0.02%
+4,794
668
$257K 0.02%
20,141
+3,565
669
$256K 0.02%
+4,091
670
$255K 0.02%
2,394
+264
671
$255K 0.02%
+5,879
672
$255K 0.02%
1,715
+221
673
$254K 0.02%
2,911
+379
674
$254K 0.02%
14,160
+1,578
675
$253K 0.02%
+10,114
25 26
27
28 29