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
651
$240K 0.02%
5,044
652
$238K 0.02%
1,710
653
$238K 0.02%
10,954
654
$238K 0.02%
10,758
655
$237K 0.02%
15,043
656
$237K 0.02%
4,321
657
$236K 0.02%
7,212
658
$236K 0.02%
4,304
659
$236K 0.02%
1,925
660
$235K 0.02%
4,021
661
$235K 0.02%
5,069
662
$234K 0.02%
1,553
663
$234K 0.02%
3,404
664
$233K 0.02%
4,546
665
$233K 0.02%
4,159
666
$232K 0.02%
3,830
667
$232K 0.02%
13,555
668
$232K 0.02%
11,480
669
$232K 0.02%
372
670
$231K 0.02%
5,527
671
$231K 0.02%
3,188
672
$230K 0.02%
1,245
673
$229K 0.02%
1,966
674
$229K 0.02%
6,457
675
$229K 0.02%
4,642
25 26
27
28 29