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
201
$1.27M 0.09%
27,400
+3,396
202
$1.26M 0.09%
7,053
+873
203
$1.26M 0.09%
8,756
+1,088
204
$1.26M 0.09%
13,648
+1,688
205
$1.26M 0.09%
29,672
+1,399
206
$1.25M 0.09%
50,972
+4,452
207
$1.25M 0.09%
18,032
+2,288
208
$1.24M 0.09%
21,006
-1,632
209
$1.24M 0.09%
5,471
+680
210
$1.24M 0.09%
24,708
+3,002
211
$1.23M 0.09%
7,888
+974
212
$1.23M 0.08%
8,139
+1,025
213
$1.23M 0.08%
15,320
+1,930
214
$1.22M 0.08%
40,515
+4,830
215
$1.22M 0.08%
5,882
+728
216
$1.22M 0.08%
32,200
+2,476
217
$1.22M 0.08%
11,193
+1,398
218
$1.21M 0.08%
32,020
+1,941
219
$1.2M 0.08%
1,937
+240
220
$1.19M 0.08%
5,623
+694
221
$1.18M 0.08%
7,909
+974
222
$1.17M 0.08%
26,285
+3,196
223
$1.16M 0.08%
24,479
+3,053
224
$1.16M 0.08%
4,106
+512
225
$1.16M 0.08%
13,088
+1,612
7 8
9
10 11