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
$352M
AUM Growth
-$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$532K

Top Sells

1
+$262M
2
+$79.5M
3
+$50.4M
4
AMZN icon
Amazon
AMZN
+$34.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$34.6M

Sector Composition

1 Technology 14.87%
2 Financials 14.77%
3 Healthcare 14.21%
4 Communication Services 10.06%
5 Real Estate 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$330K 0.09%
5,240
-38,822
227
$329K 0.09%
8,348
-56,287
228
$327K 0.09%
3,042
-22,588
229
$327K 0.09%
3,770
-27,961
230
$325K 0.09%
5,835
-43,223
231
$324K 0.09%
1,815
-13,473
232
$318K 0.09%
1,485
-11,173
233
$317K 0.09%
13,352
-99,012
234
$316K 0.09%
328
-2,428
235
$310K 0.09%
2,863
-21,188
236
$309K 0.09%
4,824
-35,734
237
$308K 0.09%
4,049
-30,118
238
$307K 0.09%
1,113
-8,249
239
$304K 0.09%
17,770
-131,430
240
$302K 0.09%
1,710
-12,623
241
$302K 0.09%
2,625
-19,587
242
$300K 0.09%
1,446
-10,711
243
$295K 0.08%
3,171
-23,512
244
$295K 0.08%
7,062
-52,389
245
$295K 0.08%
1,666
-12,315
246
$290K 0.08%
4,236
-31,375
247
$289K 0.08%
8,522
-63,108
248
$287K 0.08%
9,332
-69,334
249
$285K 0.08%
12,005
-88,907
250
$284K 0.08%
3,517
-26,260
8 9
10
11 12