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
126
$1.78M 0.14%
23,533
+59
127
$1.78M 0.14%
11,902
+23
128
$1.77M 0.14%
6,199
+17
129
$1.74M 0.14%
40,103
+110
130
$1.73M 0.14%
7,114
-216
131
$1.71M 0.13%
2,830
+8
132
$1.69M 0.13%
21,842
+63
133
$1.69M 0.13%
7,052
+20
134
$1.68M 0.13%
11,274
+33
135
$1.68M 0.13%
5,542
+2,168
136
$1.67M 0.13%
4,236
+10
137
$1.66M 0.13%
22,779
+58
138
$1.63M 0.13%
4,583
+9
139
$1.6M 0.13%
6,255
+15
140
$1.59M 0.12%
16,885
+55
141
$1.58M 0.12%
6,041
+16
142
$1.57M 0.12%
111,030
+350
143
$1.54M 0.12%
4,268
+12
144
$1.52M 0.12%
6,931
+17
145
$1.51M 0.12%
3,865
+131
146
$1.5M 0.12%
4,714
+140
147
$1.49M 0.12%
16,533
+44
148
$1.49M 0.12%
10,900
+32
149
$1.49M 0.12%
7,118
150
$1.48M 0.12%
2,385
+6
4 5
6
7 8