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
201
$1.14M 0.09%
14,220
+48
202
$1.14M 0.09%
18,455
+70
203
$1.14M 0.09%
7,636
+26
204
$1.14M 0.09%
7,673
+30
205
$1.13M 0.09%
17,828
+48
206
$1.12M 0.09%
3,872
+12
207
$1.11M 0.09%
18,950
+55
208
$1.1M 0.09%
45,985
+128
209
$1.1M 0.09%
14,843
+45
210
$1.1M 0.09%
17,635
211
$1.09M 0.09%
4,694
+16
212
$1.08M 0.08%
13,779
+46
213
$1.08M 0.08%
9,903
+35
214
$1.08M 0.08%
7,083
+25
215
$1.07M 0.08%
8,447
216
$1.07M 0.08%
4,068
+12
217
$1.07M 0.08%
628
+2
218
$1.06M 0.08%
8,638
+27
219
$1.05M 0.08%
6,952
+31
220
$1.04M 0.08%
17,360
+105
221
$1.03M 0.08%
8,404
+30
222
$1.03M 0.08%
15,102
+49
223
$1.02M 0.08%
3,263
+10
224
$1.02M 0.08%
3,648
+14
225
$1.02M 0.08%
7,707
+38
7 8
9
10 11