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
676
$251K 0.02%
+2,067
677
$251K 0.02%
+4,926
678
$249K 0.02%
1,386
+179
679
$248K 0.02%
+2,135
680
$248K 0.02%
+2,361
681
$247K 0.02%
+1,449
682
$246K 0.02%
+2,616
683
$245K 0.02%
1,372
+177
684
$245K 0.02%
14,075
+1,829
685
$245K 0.02%
+1,614
686
$244K 0.02%
+2,488
687
$243K 0.02%
+9,443
688
$243K 0.02%
+3,159
689
$242K 0.02%
7,213
+940
690
$242K 0.02%
+4,215
691
$242K 0.02%
+4,214
692
$242K 0.02%
+1,892
693
$240K 0.02%
1,921
+247
694
$240K 0.02%
+3,632
695
$239K 0.02%
+6,410
696
$239K 0.02%
+1,964
697
$238K 0.02%
14,634
+1,898
698
$238K 0.02%
+5,124
699
$238K 0.02%
+5,841
700
$237K 0.02%
+2,301
26 27
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