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
76
$3.16M 0.25%
37,195
+88
77
$3.1M 0.24%
42,559
-1,728
78
$3.09M 0.24%
18,450
+42
79
$2.98M 0.23%
15,508
+36
80
$2.89M 0.23%
6,795
+13
81
$2.87M 0.22%
19,544
+40
82
$2.75M 0.21%
1,157
+3
83
$2.69M 0.21%
11,206
+180
84
$2.67M 0.21%
7,973
+17
85
$2.63M 0.21%
3,614
-87
86
$2.61M 0.2%
7,566
87
$2.61M 0.2%
20,812
+43
88
$2.6M 0.2%
13,398
+32
89
$2.6M 0.2%
15,511
+5,143
90
$2.59M 0.2%
9,816
+19
91
$2.58M 0.2%
6,925
+20
92
$2.58M 0.2%
38,066
+91
93
$2.48M 0.19%
35,429
+87
94
$2.4M 0.19%
12,014
+25
95
$2.38M 0.19%
52,332
+132
96
$2.34M 0.18%
11,974
+23
97
$2.29M 0.18%
40,270
+110
98
$2.29M 0.18%
39,286
+70
99
$2.26M 0.18%
37,963
+96
100
$2.25M 0.18%
31,689
+80
2 3
4
5 6