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
276
$1.97M 0.07%
15,702
+27
277
$1.97M 0.07%
16,625
-510
278
$1.97M 0.07%
20,082
-832
279
$1.95M 0.07%
37,726
+54
280
$1.93M 0.07%
63,753
-2,784
281
$1.93M 0.07%
135,927
-4,609
282
$1.93M 0.07%
15,461
+234
283
$1.89M 0.07%
50,403
-162
284
$1.88M 0.07%
14,046
-20
285
$1.88M 0.07%
163,368
+3,246
286
$1.86M 0.07%
21,112
-181
287
$1.86M 0.07%
34,655
+435
288
$1.85M 0.07%
15,401
-440
289
$1.84M 0.07%
7,727
+32
290
$1.84M 0.07%
50,458
+764
291
$1.83M 0.07%
17,319
-700
292
$1.83M 0.07%
100,989
-4,594
293
$1.81M 0.07%
41,854
-86
294
$1.8M 0.06%
42,442
+230
295
$1.79M 0.06%
24,745
-421
296
$1.79M 0.06%
15,832
-434
297
$1.78M 0.06%
38,545
-599
298
$1.76M 0.06%
6,938
-616
299
$1.76M 0.06%
27,249
-1,095
300
$1.75M 0.06%
21,091
-3,058
10 11
12
13 14