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
276
$3.8M 0.07%
15,863
+759
277
$3.77M 0.07%
125,878
+6,220
278
$3.72M 0.07%
262,655
-1,325
279
$3.69M 0.07%
44,574
+2,292
280
$3.63M 0.07%
+377,700
281
$3.62M 0.07%
87,861
+4,308
282
$3.62M 0.07%
113,794
+4,338
283
$3.59M 0.07%
46,691
+2,539
284
$3.58M 0.07%
29,042
+1,393
285
$3.58M 0.07%
28,794
+6,011
286
$3.56M 0.07%
64,371
+3,206
287
$3.53M 0.07%
88,256
+5,118
288
$3.5M 0.07%
104,638
+5,122
289
$3.5M 0.07%
51,270
+2,591
290
$3.48M 0.07%
94,536
+4,956
291
$3.47M 0.07%
165,397
+8,475
292
$3.47M 0.07%
114,045
+86,600
293
$3.45M 0.07%
82,416
+5,501
294
$3.45M 0.07%
136,969
+6,677
295
$3.45M 0.07%
104,645
+14,557
296
$3.44M 0.07%
32,778
+2,878
297
$3.42M 0.07%
18,067
+916
298
$3.42M 0.07%
51,025
+2,621
299
$3.37M 0.06%
55,312
+2,830
300
$3.36M 0.06%
32,708
+1,623
10 11
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