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
$5.22B
AUM Growth
+$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$6.72M
3
+$5.68M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.9M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.63M

Top Sells

1
+$53.3M
2
+$6.3M
3
+$4.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.84M
5
ALTR
Altera Corp
ALTR
+$3.57M

Sector Composition

1 Financials 14.59%
2 Healthcare 14.43%
3 Technology 13.33%
4 Industrials 9.99%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.18M 0.08%
68,956
-43
252
$4.17M 0.08%
39,783
+2,737
253
$4.17M 0.08%
78,797
+3,868
254
$4.16M 0.08%
89,267
+4,224
255
$4.13M 0.08%
38,121
+1,972
256
$4.13M 0.08%
156,906
+7,824
257
$4.09M 0.08%
32,278
+1,963
258
$4.09M 0.08%
56,680
+2,782
259
$4.08M 0.08%
129,245
-343
260
$4.08M 0.08%
91,796
+4,638
261
$3.99M 0.08%
37,390
+1,867
262
$3.97M 0.08%
197,322
-157
263
$3.95M 0.08%
77,361
+3,921
264
$3.94M 0.08%
32,498
+1,769
265
$3.94M 0.08%
76,750
+3,824
266
$3.92M 0.08%
300,356
+14,884
267
$3.91M 0.08%
89,218
+4,753
268
$3.91M 0.08%
163,383
+8,265
269
$3.89M 0.07%
49,268
+2,489
270
$3.87M 0.07%
43,927
-65
271
$3.86M 0.07%
72,394
+4,308
272
$3.85M 0.07%
50,716
+2,703
273
$3.85M 0.07%
107,844
+5,129
274
$3.83M 0.07%
70,510
+3,669
275
$3.81M 0.07%
140,188
+6,818
9 10
11
12 13