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
$5.03B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$5.03M
3
+$4.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.44M
5
IEV icon
iShares Europe ETF
IEV
+$2.92M

Top Sells

1
+$71.2M
2
+$61.3M
3
+$48.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$42.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$38.9M

Sector Composition

1 Financials 15.16%
2 Technology 13.58%
3 Healthcare 13.3%
4 Industrials 10.9%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.33M 0.07%
138,415
-75,593
327
$3.32M 0.07%
52,645
-28,901
328
$3.31M 0.07%
27,031
-14,980
329
$3.28M 0.07%
47,693
-26,461
330
$3.27M 0.07%
42,141
-23,186
331
$3.24M 0.06%
88,018
-48,528
332
$3.23M 0.06%
62,837
-34,745
333
$3.22M 0.06%
139,143
-76,345
334
$3.22M 0.06%
56,752
-32,135
335
$3.2M 0.06%
82,519
-45,648
336
$3.19M 0.06%
66,980
-36,888
337
$3.18M 0.06%
144,752
-79,500
338
$3.17M 0.06%
72,245
-39,826
339
$3.15M 0.06%
79,691
-44,135
340
$3.15M 0.06%
53,219
-41,338
341
$3.07M 0.06%
322
-183
342
$3.06M 0.06%
48,810
-27,309
343
$3.06M 0.06%
20,698
-11,442
344
$3.05M 0.06%
91,502
-50,196
345
$3.04M 0.06%
20,373
-11,240
346
$3M 0.06%
33,082
-19,617
347
$3M 0.06%
34,149
-19,065
348
$2.98M 0.06%
82,522
-45,493
349
$2.98M 0.06%
37,541
-20,018
350
$2.96M 0.06%
126,725
-69,449
12 13
14
15 16