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
276
$3.9M 0.08%
59,537
-34,018
277
$3.89M 0.08%
137,538
-76,080
278
$3.89M 0.08%
192,572
-106,719
279
$3.88M 0.08%
128,202
-70,203
280
$3.87M 0.08%
56,409
-31,104
281
$3.87M 0.08%
77,454
-42,271
282
$3.85M 0.08%
57,866
-32,000
283
$3.83M 0.08%
15,193
-8,318
284
$3.81M 0.08%
788
-433
285
$3.77M 0.08%
329,800
-182,344
286
$3.77M 0.07%
155,779
-86,912
287
$3.76M 0.07%
305,380
-168,136
288
$3.76M 0.07%
71,347
-39,556
289
$3.75M 0.07%
58,459
-38,491
290
$3.73M 0.07%
128,979
-142,221
291
$3.72M 0.07%
71,555
-46,585
292
$3.71M 0.07%
3,131
-2,037
293
$3.69M 0.07%
68,058
-37,304
294
$3.68M 0.07%
80,980
-44,576
295
$3.67M 0.07%
108,667
-60,067
296
$3.66M 0.07%
107,760
-58,854
297
$3.65M 0.07%
69,889
-38,067
298
$3.65M 0.07%
67,629
-36,963
299
$3.6M 0.07%
84,920
+2,415
300
$3.6M 0.07%
54,666
-47,334
10 11
12
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