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
151
$1.64M 0.11%
20,003
+2,432
152
$1.63M 0.11%
9,890
+1,219
153
$1.6M 0.11%
39,900
+2,199
154
$1.59M 0.11%
12,954
+1,596
155
$1.56M 0.11%
3,120
+386
156
$1.55M 0.11%
2,896
+359
157
$1.55M 0.11%
28,569
-1,001
158
$1.53M 0.11%
18,434
+2,281
159
$1.53M 0.11%
6,386
-371
160
$1.53M 0.11%
27,545
+2,289
161
$1.53M 0.11%
4,856
+601
162
$1.53M 0.11%
50,684
+6,290
163
$1.52M 0.1%
10,584
+1,304
164
$1.52M 0.1%
18,898
+2,331
165
$1.51M 0.1%
7,976
+244
166
$1.49M 0.1%
5,761
+715
167
$1.47M 0.1%
6,608
+823
168
$1.47M 0.1%
4,214
+521
169
$1.45M 0.1%
10,374
+1,683
170
$1.44M 0.1%
5,558
-910
171
$1.43M 0.1%
51,700
+6,450
172
$1.43M 0.1%
5,835
+308
173
$1.4M 0.1%
42,900
+5,360
174
$1.4M 0.1%
9,424
+1,173
175
$1.4M 0.1%
53,766
+6,643
5 6
7
8 9