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
101
$2.25M 0.18%
34,074
+77
102
$2.25M 0.18%
19,304
+43
103
$2.23M 0.17%
37,989
+104
104
$2.17M 0.17%
14,364
+26
105
$2.14M 0.17%
12,330
-280
106
$2.13M 0.17%
17,526
+52
107
$2.12M 0.17%
16,618
+42
108
$2.12M 0.17%
21,680
+38
109
$2.11M 0.16%
12,159
+28
110
$2.06M 0.16%
12,738
+34
111
$2.05M 0.16%
38,909
+106
112
$2.04M 0.16%
45,633
+126
113
$2.01M 0.16%
8,372
+20
114
$1.99M 0.16%
2,524
+6
115
$1.98M 0.15%
17,461
+44
116
$1.96M 0.15%
10,149
+24
117
$1.95M 0.15%
6,978
+14
118
$1.94M 0.15%
6,464
+13
119
$1.93M 0.15%
9,650
+32
120
$1.89M 0.15%
63,657
+153
121
$1.85M 0.14%
29,810
+52
122
$1.83M 0.14%
8,882
+13
123
$1.83M 0.14%
16,898
+50
124
$1.81M 0.14%
6,328
+15
125
$1.8M 0.14%
15,675
+30
3 4
5
6 7