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
$352M
AUM Growth
-$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$532K

Top Sells

1
+$262M
2
+$79.5M
3
+$50.4M
4
AMZN icon
Amazon
AMZN
+$34.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$34.6M

Sector Composition

1 Technology 14.87%
2 Financials 14.77%
3 Healthcare 14.21%
4 Communication Services 10.06%
5 Real Estate 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$262K 0.07%
4,869
-36,128
277
$260K 0.07%
5,922
-43,897
278
$259K 0.07%
1,443
-10,702
279
$257K 0.07%
3,279
-24,317
280
$256K 0.07%
2,366
-17,547
281
$255K 0.07%
3,622
-26,802
282
$252K 0.07%
1,774
-13,344
283
$252K 0.07%
2,994
-22,079
284
$249K 0.07%
3,258
-24,189
285
$248K 0.07%
652
-4,822
286
$247K 0.07%
2,083
-15,422
287
$245K 0.07%
1,876
-13,937
288
$245K 0.07%
2,700
-19,994
289
$244K 0.07%
1,912
-14,165
290
$241K 0.07%
1,319
-9,784
291
$240K 0.07%
3,123
-21,869
292
$240K 0.07%
3,853
-29,311
293
$237K 0.07%
1,476
-10,955
294
$233K 0.07%
5,509
-1,528
295
$233K 0.07%
2,019
-14,960
296
$230K 0.07%
4,682
-35,502
297
$228K 0.06%
1,564
-11,592
298
$225K 0.06%
4,011
-29,777
299
$225K 0.06%
728
-5,408
300
$225K 0.06%
4,211
-31,145
10 11
12
13 14