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
$5.03B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$5.03M
3
+$4.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.44M
5
IEV icon
iShares Europe ETF
IEV
+$2.92M

Top Sells

1
+$71.2M
2
+$61.3M
3
+$48.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$42.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$38.9M

Sector Composition

1 Financials 15.16%
2 Technology 13.58%
3 Healthcare 13.3%
4 Industrials 10.9%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.22M 0.08%
427,320
-236,625
252
$4.21M 0.08%
79,432
-43,400
253
$4.2M 0.08%
71,449
-39,199
254
$4.18M 0.08%
78,592
-43,149
255
$4.18M 0.08%
111,357
-80,077
256
$4.17M 0.08%
90,653
-50,192
257
$4.14M 0.08%
120,232
-244,299
258
$4.13M 0.08%
+126,288
259
$4.13M 0.08%
117,219
-65,040
260
$4.13M 0.08%
81,852
-44,926
261
$4.11M 0.08%
71,944
-47,665
262
$4.09M 0.08%
44,686
-24,512
263
$4.07M 0.08%
633,270
-338,930
264
$4.05M 0.08%
113,358
-62,352
265
$4.04M 0.08%
364,053
-201,453
266
$4.04M 0.08%
38,723
-21,415
267
$4.03M 0.08%
38,183
-21,239
268
$4.03M 0.08%
75,275
-41,320
269
$4.03M 0.08%
75,548
-41,624
270
$4.03M 0.08%
61,554
-33,823
271
$4.01M 0.08%
60,037
-32,888
272
$4M 0.08%
32,994
-18,190
273
$3.99M 0.08%
88,697
-50,998
274
$3.98M 0.08%
50,229
-27,676
275
$3.97M 0.08%
50,007
-27,499
9 10
11
12 13