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
326
$1.56M 0.06%
+8,463
327
$1.56M 0.06%
6,559
-808
328
$1.55M 0.06%
20,055
329
$1.54M 0.06%
16,319
-2,918
330
$1.54M 0.06%
22,158
-874
331
$1.54M 0.06%
18,169
-1,798
332
$1.54M 0.06%
23,098
-576
333
$1.53M 0.06%
22,095
+1,558
334
$1.53M 0.06%
46,341
-4,418
335
$1.53M 0.06%
8,804
-461
336
$1.53M 0.06%
40,512
+8,192
337
$1.53M 0.06%
33,840
+1,520
338
$1.53M 0.05%
27,416
-2,688
339
$1.51M 0.05%
17,004
-1,518
340
$1.51M 0.05%
7,529
-388
341
$1.51M 0.05%
79,075
-1,450
342
$1.5M 0.05%
31,141
-3,730
343
$1.5M 0.05%
27,946
-924
344
$1.49M 0.05%
42,777
-2,992
345
$1.49M 0.05%
22,498
-10
346
$1.48M 0.05%
39,634
-3,868
347
$1.48M 0.05%
87,261
-1,966
348
$1.47M 0.05%
54,559
-154
349
$1.46M 0.05%
166,703
-5,931
350
$1.46M 0.05%
20,702
+289
12 13
14
15 16