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
326
$284K 0.05%
3,172
-98
327
$284K 0.05%
1,851
-95
328
$283K 0.05%
357
-18
329
$281K 0.05%
4,058
-214
330
$281K 0.05%
2,735
-144
331
$281K 0.05%
5,854
-100
332
$277K 0.05%
21,132
-1,040
333
$276K 0.05%
5,123
-84
334
$276K 0.05%
1,915
-101
335
$274K 0.05%
3,572
-192
336
$273K 0.05%
21,488
-688
337
$273K 0.05%
1,690
-22
338
$273K 0.05%
8,703
-216
339
$273K 0.05%
1,944
-34
340
$271K 0.05%
11,916
-192
341
$270K 0.05%
4,837
-154
342
$270K 0.05%
6,065
-308
343
$266K 0.05%
6,094
-314
344
$265K 0.05%
4,213
-131
345
$263K 0.05%
9,896
-156
346
$262K 0.05%
4,961
-257
347
$262K 0.05%
3,919
-196
348
$261K 0.05%
10,514
-262
349
$259K 0.05%
6,382
-590
350
$257K 0.05%
3,170
-165
12 13
14
15 16