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
51
$4.17M 0.33%
19,645
+36
52
$4.17M 0.33%
43,996
+94
53
$4.15M 0.32%
47,618
-1,459
54
$4.11M 0.32%
31,840
+65
55
$4.07M 0.32%
20,037
-244
56
$4.02M 0.31%
57,236
-1,026
57
$3.88M 0.3%
7,200
+14
58
$3.75M 0.29%
38,486
-684
59
$3.74M 0.29%
63,137
+146
60
$3.73M 0.29%
20,463
+41
61
$3.68M 0.29%
9,571
+22
62
$3.68M 0.29%
42,795
+95
63
$3.67M 0.29%
33,295
+69
64
$3.61M 0.28%
35,073
+79
65
$3.6M 0.28%
18,387
-313
66
$3.53M 0.28%
9,337
+19
67
$3.51M 0.27%
26,424
+57
68
$3.47M 0.27%
5,572
+14
69
$3.45M 0.27%
16,212
+36
70
$3.38M 0.26%
4,036
+7
71
$3.38M 0.26%
12,743
+27
72
$3.33M 0.26%
25,874
+58
73
$3.33M 0.26%
15,134
+36
74
$3.31M 0.26%
10,002
+21
75
$3.22M 0.25%
14,080
+29
1 2
3
4 5