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
$590M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.13M
3
+$868K
4
MSFT icon
Microsoft
MSFT
+$782K
5
AMZN icon
Amazon
AMZN
+$636K

Top Sells

1
+$960K
2
+$708K
3
+$624K
4
BTI icon
British American Tobacco
BTI
+$405K
5
LVLT
Level 3 Communications Inc
LVLT
+$233K

Sector Composition

1 Technology 17.54%
2 Financials 17.44%
3 Healthcare 14.22%
4 Communication Services 10.79%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$262K 0.04%
5,806
-3,761
302
$258K 0.04%
3,555
+229
303
$255K 0.04%
1,803
-1,338
304
$252K 0.04%
5,973
-3,329
305
$252K 0.04%
3,953
-2,847
306
$250K 0.04%
4,525
+335
307
$247K 0.04%
3,910
+301
308
$245K 0.04%
1,787
-1,294
309
$245K 0.04%
215
+13
310
$244K 0.04%
2,664
311
$244K 0.04%
2,322
-1,509
312
$244K 0.04%
3,610
+211
313
$241K 0.04%
1,218
+73
314
$238K 0.04%
+14,273
315
$238K 0.04%
+9,919
316
$237K 0.04%
2,087
317
$237K 0.04%
7,667
-4,429
318
$235K 0.04%
974
319
$235K 0.04%
+17,180
320
$234K 0.04%
5,740
+402
321
$233K 0.04%
376
322
$232K 0.04%
2,602
323
$232K 0.04%
2,841
324
$229K 0.04%
2,282
325
$228K 0.04%
2,625
11 12
13
14 15