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
251
$376K 0.07%
18,885
-437
252
$374K 0.07%
6,932
-541
253
$372K 0.07%
12,429
+1,387
254
$370K 0.07%
2,442
-123
255
$369K 0.07%
3,079
-110
256
$368K 0.07%
4,358
-121
257
$368K 0.07%
3,767
-134
258
$367K 0.07%
3,881
-201
259
$367K 0.07%
2,650
-255
260
$366K 0.07%
21,642
+419
261
$364K 0.07%
7,582
-271
262
$361K 0.06%
5,124
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263
$361K 0.06%
6,892
-242
264
$358K 0.06%
11,276
-590
265
$357K 0.06%
3,754
-202
266
$357K 0.06%
2,901
-140
267
$357K 0.06%
12,071
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268
$355K 0.06%
4,973
-32
269
$353K 0.06%
2,365
-84
270
$353K 0.06%
4,500
-12
271
$347K 0.06%
5,796
-318
272
$342K 0.06%
5,593
-170
273
$341K 0.06%
3,668
-118
274
$341K 0.06%
3,149
-163
275
$339K 0.06%
10,559
-274
9 10
11
12 13