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
726
$221K 0.02%
+1,858
727
$221K 0.02%
+1,667
728
$219K 0.02%
7,950
-3,199
729
$219K 0.02%
+3,699
730
$219K 0.02%
+3,650
731
$219K 0.02%
+5,109
732
$218K 0.02%
+4,930
733
$217K 0.02%
+6,796
734
$215K 0.01%
1,226
+160
735
$214K 0.01%
+3,549
736
$213K 0.01%
+2,474
737
$213K 0.01%
+4,863
738
$212K 0.01%
+4,827
739
$211K 0.01%
2,208
+286
740
$209K 0.01%
+3,855
741
$209K 0.01%
+4,040
742
$209K 0.01%
+5,703
743
$209K 0.01%
+10,580
744
$208K 0.01%
+2,612
745
$207K 0.01%
+2,171
746
$206K 0.01%
+5,358
747
$205K 0.01%
+2,164
748
$204K 0.01%
+9,006
749
$204K 0.01%
+5,514
750
$203K 0.01%
+9,163
28 29
30
31 32