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
176
$1.29M 0.1%
5,369
+15
177
$1.28M 0.1%
18,370
-822
178
$1.28M 0.1%
4,267
+12
179
$1.28M 0.1%
5,799
+21
180
$1.27M 0.1%
24,590
+60
181
$1.27M 0.1%
4,278
+12
182
$1.26M 0.1%
9,543
+34
183
$1.25M 0.1%
6,370
+16
184
$1.23M 0.1%
22,680
+54
185
$1.23M 0.1%
10,562
+35
186
$1.22M 0.1%
21,170
+68
187
$1.2M 0.09%
32,876
+96
188
$1.2M 0.09%
29,535
+90
189
$1.2M 0.09%
4,249
+15
190
$1.2M 0.09%
9,235
+30
191
$1.2M 0.09%
7,623
+24
192
$1.18M 0.09%
11,253
+53
193
$1.18M 0.09%
22,785
+75
194
$1.18M 0.09%
39,687
+195
195
$1.17M 0.09%
7,733
+28
196
$1.16M 0.09%
6,736
+22
197
$1.16M 0.09%
15,140
+1,150
198
$1.15M 0.09%
8,115
+30
199
$1.15M 0.09%
14,134
+40
200
$1.15M 0.09%
7,930
+22
6 7
8
9 10