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
$5.22B
AUM Growth
+$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$6.72M
3
+$5.68M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.9M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.63M

Top Sells

1
+$53.3M
2
+$6.3M
3
+$4.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.84M
5
ALTR
Altera Corp
ALTR
+$3.57M

Sector Composition

1 Financials 14.59%
2 Healthcare 14.43%
3 Technology 13.33%
4 Industrials 9.99%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.9M 0.06%
15,316
+1,042
352
$2.9M 0.06%
15,656
+816
353
$2.89M 0.06%
75,376
+3,420
354
$2.88M 0.06%
65,395
+3,255
355
$2.88M 0.06%
66,666
-32
356
$2.88M 0.06%
41,506
+2,028
357
$2.87M 0.06%
97,558
+4,751
358
$2.86M 0.05%
36,078
+1,738
359
$2.84M 0.05%
101,535
-110
360
$2.83M 0.05%
165,795
+8,190
361
$2.83M 0.05%
184,207
+9,205
362
$2.82M 0.05%
31,367
+3,754
363
$2.81M 0.05%
19,099
+913
364
$2.8M 0.05%
65,368
+6,334
365
$2.78M 0.05%
56,473
+2,652
366
$2.78M 0.05%
25,409
+1,633
367
$2.77M 0.05%
209,592
+2,899
368
$2.74M 0.05%
50,836
+2,487
369
$2.74M 0.05%
79,306
+3,680
370
$2.71M 0.05%
18,023
+1,123
371
$2.71M 0.05%
20,106
+1,002
372
$2.7M 0.05%
63,688
+3,194
373
$2.7M 0.05%
42,000
+1,997
374
$2.69M 0.05%
38,859
+4,688
375
$2.69M 0.05%
101,756
+6,405
13 14
15
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