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
151
$1.48M 0.12%
2,226
+6
152
$1.46M 0.11%
7,475
-281
153
$1.45M 0.11%
4,330
+15
154
$1.44M 0.11%
39,700
+100
155
$1.44M 0.11%
6,802
+19
156
$1.42M 0.11%
3,643
+12
157
$1.39M 0.11%
7,104
+22
158
$1.39M 0.11%
5,400
+17
159
$1.38M 0.11%
20,278
+64
160
$1.38M 0.11%
22,821
+63
161
$1.38M 0.11%
2,261
+5
162
$1.37M 0.11%
5,583
+1,048
163
$1.35M 0.11%
8,555
+23
164
$1.35M 0.11%
41,441
+117
165
$1.33M 0.1%
22,069
+62
166
$1.33M 0.1%
7,334
+27
167
$1.33M 0.1%
24,220
+72
168
$1.33M 0.1%
16,515
+64
169
$1.32M 0.1%
38,395
170
$1.32M 0.1%
3,255
+11
171
$1.32M 0.1%
2,953
+8
172
$1.31M 0.1%
8,285
+32
173
$1.3M 0.1%
5,206
+17
174
$1.29M 0.1%
16,224
+66
175
$1.29M 0.1%
20,915
+55
5 6
7
8 9