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
351
$2.95M 0.06%
42,690
-23,472
352
$2.92M 0.06%
60,141
-33,175
353
$2.92M 0.06%
+83,321
354
$2.9M 0.06%
28,404
-15,640
355
$2.89M 0.06%
30,999
-16,957
356
$2.89M 0.06%
36,932
-20,364
357
$2.87M 0.06%
71,625
-40,257
358
$2.86M 0.06%
52,576
-28,954
359
$2.85M 0.06%
204,565
-113,552
360
$2.84M 0.06%
57,903
-31,895
361
$2.81M 0.06%
321,426
-176,945
362
$2.8M 0.06%
53,723
-29,809
363
$2.78M 0.06%
34,903
-19,125
364
$2.77M 0.06%
60,629
-33,336
365
$2.74M 0.05%
183,031
+110,394
366
$2.73M 0.05%
58,873
-32,544
367
$2.73M 0.05%
23,134
-12,501
368
$2.72M 0.05%
13,636
-7,556
369
$2.72M 0.05%
68,425
-39,546
370
$2.71M 0.05%
58,044
-32,103
371
$2.68M 0.05%
27,647
-15,276
372
$2.68M 0.05%
40,438
-22,193
373
$2.68M 0.05%
57,276
-31,586
374
$2.67M 0.05%
5,965,280
-3,307,480
375
$2.66M 0.05%
45,862
-25,240
13 14
15
16 17