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
126
$2.2M 0.15%
18,776
+889
127
$2.19M 0.15%
8,220
+1,012
128
$2.15M 0.15%
21,716
+2,695
129
$2.09M 0.14%
6,207
+772
130
$2.09M 0.14%
22,917
+2,852
131
$2.02M 0.14%
13,665
+1,697
132
$2.02M 0.14%
5,605
+696
133
$2.01M 0.14%
4,910
+241
134
$2M 0.14%
9,251
+1,146
135
$1.97M 0.14%
9,345
-226
136
$1.94M 0.13%
27,283
+2,247
137
$1.93M 0.13%
46,341
+2,624
138
$1.91M 0.13%
53,070
+6,572
139
$1.85M 0.13%
15,700
+406
140
$1.8M 0.12%
8,503
+336
141
$1.78M 0.12%
14,859
+1,848
142
$1.78M 0.12%
29,784
+3,663
143
$1.78M 0.12%
22,094
+2,734
144
$1.77M 0.12%
5,794
+710
145
$1.75M 0.12%
6,033
+748
146
$1.74M 0.12%
3,591
+222
147
$1.72M 0.12%
5,087
+661
148
$1.7M 0.12%
12,617
+1,568
149
$1.67M 0.11%
3,865
+479
150
$1.66M 0.11%
16,778
+705
4 5
6
7 8