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
301
$312K 0.06%
18,650
-1,000
302
$311K 0.06%
1,865
-172
303
$311K 0.06%
2,254
-120
304
$311K 0.06%
12,714
-810
305
$310K 0.06%
2,106
-113
306
$310K 0.06%
1,200
-63
307
$309K 0.06%
2,906
-152
308
$308K 0.06%
16,680
-882
309
$307K 0.05%
8,160
-252
310
$306K 0.05%
+10,289
311
$304K 0.05%
19,173
-1,712
312
$304K 0.05%
3,580
-188
313
$304K 0.05%
2,514
-123
314
$302K 0.05%
2,112
-111
315
$300K 0.05%
3,405
-262
316
$299K 0.05%
4,883
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317
$299K 0.05%
6,948
-192
318
$298K 0.05%
6,003
-188
319
$295K 0.05%
5,809
-303
320
$295K 0.05%
1,531
-81
321
$293K 0.05%
3,341
-170
322
$293K 0.05%
14,493
-909
323
$291K 0.05%
9,522
-574
324
$289K 0.05%
5,280
-260
325
$287K 0.05%
954
-52
11 12
13
14 15