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
176
$1.4M 0.1%
10,225
+1,265
177
$1.37M 0.09%
21,500
+972
178
$1.36M 0.09%
11,477
+1,424
179
$1.35M 0.09%
4,963
+622
180
$1.35M 0.09%
3,022
+368
181
$1.34M 0.09%
28,559
+3,543
182
$1.34M 0.09%
14,460
-2,170
183
$1.34M 0.09%
18,007
+2,243
184
$1.32M 0.09%
22,536
-292
185
$1.32M 0.09%
14,711
+1,808
186
$1.32M 0.09%
9,398
+197
187
$1.31M 0.09%
9,962
+273
188
$1.31M 0.09%
3,935
+496
189
$1.3M 0.09%
19,520
+2,436
190
$1.3M 0.09%
5,917
+322
191
$1.29M 0.09%
9,929
+1,223
192
$1.29M 0.09%
4,750
-304
193
$1.29M 0.09%
5,596
+694
194
$1.29M 0.09%
8,867
+1,102
195
$1.28M 0.09%
27,568
+767
196
$1.28M 0.09%
9,057
+1,117
197
$1.28M 0.09%
21,320
+2,637
198
$1.27M 0.09%
11,588
+1,392
199
$1.27M 0.09%
8,399
+1,045
200
$1.27M 0.09%
144,490
+17,728
6 7
8
9 10