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
$2.78B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$76.4M
2
+$7.08M
3
+$4.15M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.13M
5
SPGI icon
S&P Global
SPGI
+$3.83M

Top Sells

1
+$7.75M
2
+$3.63M
3
+$2.98M
4
MSFT icon
Microsoft
MSFT
+$2.88M
5
AAPL icon
Apple
AAPL
+$2.79M

Sector Composition

1 Healthcare 14.37%
2 Financials 13.31%
3 Technology 13.18%
4 Industrials 9.44%
5 Consumer Staples 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.79M 0.1%
65,963
-1,248
227
$2.79M 0.1%
41,414
+395
228
$2.77M 0.1%
19,673
+374
229
$2.77M 0.1%
36,943
230
$2.76M 0.1%
34,999
+65
231
$2.72M 0.1%
20,018
+18
232
$2.71M 0.1%
69,188
-1,689
233
$2.7M 0.1%
+104,073
234
$2.67M 0.1%
28,498
+970
235
$2.67M 0.1%
57,306
+697
236
$2.63M 0.09%
38,304
-136
237
$2.63M 0.09%
76,282
+252
238
$2.61M 0.09%
31,082
-891
239
$2.59M 0.09%
42,207
+4,084
240
$2.57M 0.09%
41,688
+81
241
$2.53M 0.09%
47,248
-786
242
$2.44M 0.09%
53,542
-1,671
243
$2.42M 0.09%
24,352
+1,798
244
$2.42M 0.09%
16,992
+1,606
245
$2.42M 0.09%
34,882
+4,716
246
$2.41M 0.09%
20,825
-1,308
247
$2.4M 0.09%
67,535
-1,936
248
$2.4M 0.09%
31,999
-1,833
249
$2.39M 0.09%
15,243
+1,165
250
$2.37M 0.09%
22,735
+4,162
8 9
10
11 12