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
$560M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$692K
3
+$448K
4
UBER icon
Uber
UBER
+$306K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$254K

Top Sells

1
+$4.87M
2
+$1.22M
3
+$1.17M
4
MSFT icon
Microsoft
MSFT
+$759K
5
AMZN icon
Amazon
AMZN
+$486K

Sector Composition

1 Technology 16.76%
2 Financials 11.84%
3 Healthcare 10.89%
4 Communication Services 7.93%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$426K 0.08%
17,943
-694
227
$424K 0.08%
14,582
-591
228
$421K 0.08%
5,326
-390
229
$418K 0.07%
2,347
-123
230
$416K 0.07%
349
-29
231
$414K 0.07%
362
-9
232
$410K 0.07%
11,365
-1,160
233
$410K 0.07%
3,365
-181
234
$408K 0.07%
728
-8,684
235
$407K 0.07%
2,528
-1
236
$405K 0.07%
4,759
-178
237
$405K 0.07%
2,620
-137
238
$404K 0.07%
4,750
-188
239
$400K 0.07%
1,659
-62
240
$399K 0.07%
1,721
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241
$393K 0.07%
2,194
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242
$391K 0.07%
7,421
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243
$391K 0.07%
2,606
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244
$388K 0.07%
5,148
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245
$388K 0.07%
4,261
-157
246
$386K 0.07%
4,528
-306
247
$386K 0.07%
1,910
-72
248
$381K 0.07%
6,060
-215
249
$378K 0.07%
10,546
-558
250
$377K 0.07%
8,126
-429
8 9
10
11 12