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
51
$5.22M 0.36%
84,126
+6,278
52
$5.17M 0.36%
26,236
+1,982
53
$5.14M 0.35%
19,505
+1,510
54
$4.97M 0.34%
21,640
+1,356
55
$4.79M 0.33%
57,818
+4,794
56
$4.77M 0.33%
77,313
+5,911
57
$4.64M 0.32%
43,415
+3,352
58
$4.53M 0.31%
69,993
+3,767
59
$4.51M 0.31%
28,092
+1,404
60
$4.48M 0.31%
26,609
+2,323
61
$4.24M 0.29%
19,824
+1,651
62
$4.21M 0.29%
139,361
+11,121
63
$4.16M 0.29%
45,305
+6,517
64
$4.15M 0.29%
34,516
+2,994
65
$3.95M 0.27%
5,469
+679
66
$3.88M 0.27%
7,058
-403
67
$3.79M 0.26%
52,936
+5,036
68
$3.68M 0.25%
16,390
+1,353
69
$3.66M 0.25%
20,107
+1,280
70
$3.65M 0.25%
24,947
+2,045
71
$3.56M 0.25%
5,378
+142
72
$3.55M 0.25%
9,354
+1,153
73
$3.52M 0.24%
12,903
+480
74
$3.49M 0.24%
64,770
+5,112
75
$3.39M 0.23%
49,498
+13,615
1 2
3
4 5