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
326
$228K 0.04%
1,902
-1,044
327
$228K 0.04%
4,023
328
$226K 0.04%
6,000
329
$225K 0.04%
+1,020
330
$225K 0.04%
+4,064
331
$223K 0.04%
2,083
332
$222K 0.04%
2,458
333
$222K 0.04%
+6,521
334
$221K 0.04%
1,142
335
$220K 0.04%
4,202
336
$219K 0.04%
11,028
337
$219K 0.04%
+2,283
338
$219K 0.04%
+3,324
339
$219K 0.04%
5,473
340
$218K 0.04%
5,963
341
$216K 0.04%
+4,447
342
$216K 0.04%
+2,353
343
$216K 0.04%
6,010
+411
344
$216K 0.04%
2,490
+196
345
$215K 0.04%
4,968
346
$215K 0.04%
+1,249
347
$214K 0.04%
3,634
348
$214K 0.04%
+9,151
349
$213K 0.04%
1,668
350
$213K 0.04%
+2,295
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