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
$8.11B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1 +$191M
2 +$176M
3 +$137M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$128M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$126M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.8%
2 Technology 12.81%
3 Healthcare 12.25%
4 Industrials 10.28%
5 Energy 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$6.9M 0.09%
+253,919
252
$6.82M 0.08%
+61,031
253
$6.77M 0.08%
+140,852
254
$6.76M 0.08%
+208,582
255
$6.75M 0.08%
+70,784
256
$6.71M 0.08%
+210,931
257
$6.68M 0.08%
+235,757
258
$6.68M 0.08%
+215,980
259
$6.65M 0.08%
+115,115
260
$6.58M 0.08%
+603
261
$6.58M 0.08%
+146,028
262
$6.55M 0.08%
+113,147
263
$6.53M 0.08%
+150,801
264
$6.47M 0.08%
+145,801
265
$6.46M 0.08%
+170,941
266
$6.45M 0.08%
+562,336
267
$6.39M 0.08%
+671,031
268
$6.36M 0.08%
+71,196
269
$6.31M 0.08%
+121,175
270
$6.3M 0.08%
+74,710
271
$6.27M 0.08%
+149,258
272
$6.27M 0.08%
+151,333
273
$6.23M 0.08%
+132,719
274
$6.14M 0.08%
+172,625
275
$6.13M 0.08%
+134,409