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
751
$203K 0.01%
+8,621
752
$203K 0.01%
+1,358
753
$203K 0.01%
+3,407
754
$202K 0.01%
+5,913
755
$200K 0.01%
14,062
+1,799
756
$200K 0.01%
+5,932
757
$200K 0.01%
+3,254
758
$199K 0.01%
15,412
-13,399
759
$196K 0.01%
10,168
-5,256
760
$190K 0.01%
28,423
+2,842
761
$189K 0.01%
12,936
+1,676
762
$186K 0.01%
13,542
+936
763
$182K 0.01%
10,995
-4,979
764
$177K 0.01%
5,594
+729
765
$173K 0.01%
13,967
+1,807
766
$170K 0.01%
+10,046
767
$159K 0.01%
+11,186
768
$157K 0.01%
12,546
+1,581
769
$156K 0.01%
284
-53
770
$153K 0.01%
15,415
+1,952
771
$148K 0.01%
+10,164
772
$129K 0.01%
+10,145
773
$123K 0.01%
+10,239
774
$122K 0.01%
15,183
+1,930
775
$122K 0.01%
14,913
+1,845
28 29 30
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