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
276
$339K 0.06%
4,745
-98
277
$338K 0.06%
4,606
-327
278
$336K 0.06%
3,372
-120
279
$336K 0.06%
11,595
-600
280
$336K 0.06%
7,272
+136
281
$334K 0.06%
2,502
-132
282
$333K 0.06%
4,944
-260
283
$333K 0.06%
7,924
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284
$331K 0.06%
3,778
-142
285
$329K 0.06%
2,682
-94
286
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287
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1,261
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288
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-134
289
$328K 0.06%
10,865
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290
$327K 0.06%
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291
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4,481
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292
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5,348
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293
$323K 0.06%
3,439
-178
294
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1,155
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295
$320K 0.06%
4,427
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296
$320K 0.06%
10,402
-869
297
$318K 0.06%
5,080
-92
298
$314K 0.06%
1,220
-63
299
$314K 0.06%
5,432
-288
300
$312K 0.06%
4,820
-256
10 11
12
13 14