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
676
$228K 0.02%
10,638
677
$228K 0.02%
2,027
678
$227K 0.02%
3,720
679
$227K 0.02%
9,405
680
$227K 0.02%
3,290
681
$225K 0.02%
4,753
-3,302
682
$223K 0.02%
2,858
683
$223K 0.02%
4,335
684
$222K 0.02%
6,719
685
$222K 0.02%
1,258
686
$221K 0.02%
1,848
687
$221K 0.02%
+1,847
688
$221K 0.02%
6,269
689
$219K 0.02%
6,314
+102
690
$219K 0.02%
6,836
691
$218K 0.02%
1,779
692
$218K 0.02%
4,616
693
$217K 0.02%
1,669
694
$216K 0.02%
6,224
695
$216K 0.02%
8,904
696
$215K 0.02%
3,240
697
$215K 0.02%
2,091
698
$215K 0.02%
3,791
699
$215K 0.02%
28,532
700
$214K 0.02%
2,245
26 27
28
29 30