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
301
$3.35M 0.06%
18,321
+1,004
302
$3.35M 0.06%
54,697
+13,206
303
$3.32M 0.06%
38,379
+2,898
304
$3.29M 0.06%
72,391
-91
305
$3.28M 0.06%
33,803
+1,761
306
$3.27M 0.06%
2,464
+214
307
$3.26M 0.06%
97,662
+4,792
308
$3.25M 0.06%
102,541
+5,031
309
$3.24M 0.06%
139,976
+9,414
310
$3.23M 0.06%
30,620
+1,550
311
$3.22M 0.06%
28,940
+1,447
312
$3.22M 0.06%
71,589
+3,550
313
$3.21M 0.06%
51,783
+2,565
314
$3.21M 0.06%
109,386
+8,784
315
$3.19M 0.06%
99,713
+4,662
316
$3.19M 0.06%
35,741
+2,099
317
$3.18M 0.06%
36,972
+1,808
318
$3.17M 0.06%
133,485
+8,517
319
$3.17M 0.06%
94,549
+4,931
320
$3.16M 0.06%
33,690
+1,833
321
$3.16M 0.06%
22,130
+921
322
$3.15M 0.06%
40,987
+1,924
323
$3.15M 0.06%
58,701
+2,903
324
$3.13M 0.06%
77,597
+3,853
325
$3.13M 0.06%
325,635
-211
11 12
13
14 15