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
$2.78B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$76.4M
2
+$7.08M
3
+$4.15M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.13M
5
SPGI icon
S&P Global
SPGI
+$3.83M

Top Sells

1
+$7.75M
2
+$3.63M
3
+$2.98M
4
MSFT icon
Microsoft
MSFT
+$2.88M
5
AAPL icon
Apple
AAPL
+$2.79M

Sector Composition

1 Healthcare 14.37%
2 Financials 13.31%
3 Technology 13.18%
4 Industrials 9.44%
5 Consumer Staples 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.36M 0.08%
40,393
-580
252
$2.35M 0.08%
51,538
-129
253
$2.35M 0.08%
61,980
+5,411
254
$2.34M 0.08%
51,768
-2,776
255
$2.34M 0.08%
38,721
+3,375
256
$2.31M 0.08%
50,360
+2,960
257
$2.2M 0.08%
24,963
+168
258
$2.19M 0.08%
17,730
-1,006
259
$2.17M 0.08%
48,613
+616
260
$2.15M 0.08%
51,377
-871
261
$2.14M 0.08%
8,708
-32
262
$2.13M 0.08%
142,268
-3,848
263
$2.13M 0.08%
25,178
-2,417
264
$2.13M 0.08%
68,284
+139
265
$2.12M 0.08%
32,364
-5,239
266
$2.11M 0.08%
11,837
-1,272
267
$2.1M 0.08%
22,155
+212
268
$2.1M 0.08%
33,414
+896
269
$2.06M 0.07%
17,734
-314
270
$2.05M 0.07%
60,890
+1,238
271
$2.03M 0.07%
30,518
-617
272
$2.02M 0.07%
68,420
-5,864
273
$2.01M 0.07%
35,549
-4,315
274
$1.99M 0.07%
88,275
275
$1.98M 0.07%
17,418
+246
9 10
11
12 13