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
301
$1.75M 0.06%
18,609
-1,230
302
$1.71M 0.06%
39,789
-2,603
303
$1.7M 0.06%
24,547
-2,971
304
$1.66M 0.06%
14,753
-479
305
$1.66M 0.06%
189,110
+2,460
306
$1.65M 0.06%
44,289
+9,290
307
$1.65M 0.06%
71,884
+867
308
$1.65M 0.06%
37,491
+4,522
309
$1.65M 0.06%
14,117
+399
310
$1.63M 0.06%
5,938
-338
311
$1.63M 0.06%
30,410
-404
312
$1.63M 0.06%
21,462
-143
313
$1.62M 0.06%
10,855
+39
314
$1.61M 0.06%
19,288
+839
315
$1.61M 0.06%
1,618
-31
316
$1.61M 0.06%
28,765
+288
317
$1.6M 0.06%
19,865
-955
318
$1.58M 0.06%
136,472
-1,936
319
$1.58M 0.06%
33,000
+884
320
$1.57M 0.06%
100,507
+1,203
321
$1.57M 0.06%
44,788
-845
322
$1.57M 0.06%
14,151
+255
323
$1.57M 0.06%
47,841
-728
324
$1.56M 0.06%
19,233
+346
325
$1.56M 0.06%
72,738
-7,357
11 12
13
14 15