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
701
$236K 0.02%
+3,404
702
$235K 0.02%
+4,540
703
$234K 0.02%
+2,747
704
$233K 0.02%
+2,654
705
$233K 0.02%
+4,488
706
$233K 0.02%
+5,484
707
$233K 0.02%
+7,310
708
$232K 0.02%
+2,989
709
$231K 0.02%
+927
710
$231K 0.02%
+940
711
$231K 0.02%
15,363
+1,951
712
$229K 0.02%
+2,356
713
$228K 0.02%
11,347
-903
714
$228K 0.02%
5,090
+654
715
$228K 0.02%
+2,955
716
$226K 0.02%
+3,259
717
$226K 0.02%
+8,564
718
$224K 0.02%
7,857
-2,704
719
$224K 0.02%
+2,941
720
$224K 0.02%
14,182
+1,791
721
$224K 0.02%
+879
722
$224K 0.02%
12,819
+1,657
723
$224K 0.02%
+4,571
724
$222K 0.02%
+5,289
725
$221K 0.02%
+4,125
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