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
301
$225K 0.06%
1,289
-9,568
302
$224K 0.06%
1,329
-9,926
303
$223K 0.06%
1,906
-14,137
304
$223K 0.06%
1,390
-10,260
305
$221K 0.06%
4,015
-29,900
306
$220K 0.06%
12,824
-94,780
307
$220K 0.06%
1,738
-12,910
308
$220K 0.06%
2,521
-19,852
309
$220K 0.06%
2,626
-19,463
310
$218K 0.06%
5,214
-38,579
311
$218K 0.06%
1,325
-9,792
312
$218K 0.06%
2,827
-20,944
313
$218K 0.06%
4,758
-35,202
314
$216K 0.06%
1,834
-13,786
315
$214K 0.06%
11,972
-85,405
316
$214K 0.06%
1,711
-12,021
317
$213K 0.06%
2,558
-18,950
318
$211K 0.06%
1,834
-14,536
319
$210K 0.06%
686
-5,082
320
$207K 0.06%
8,644
-63,864
321
$207K 0.06%
2,323
-17,205
322
$207K 0.06%
2,448
-18,214
323
$206K 0.06%
1,985
-14,675
324
$206K 0.06%
1,575
-11,628
325
$206K 0.06%
1,390
-10,305
11 12
13
14 15