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
351
$1.45M 0.05%
30,110
-325
352
$1.45M 0.05%
7,307
+25
353
$1.45M 0.05%
8,372
+302
354
$1.43M 0.05%
16,784
-161
355
$1.43M 0.05%
20,704
-109
356
$1.43M 0.05%
33,202
-576
357
$1.43M 0.05%
26,043
+203
358
$1.42M 0.05%
10,143
-697
359
$1.42M 0.05%
25,109
-1,692
360
$1.42M 0.05%
8,392
-207
361
$1.41M 0.05%
167,400
-15,300
362
$1.41M 0.05%
33,045
+558
363
$1.4M 0.05%
8,572
-584
364
$1.4M 0.05%
19,960
-280
365
$1.39M 0.05%
1,084
-122
366
$1.39M 0.05%
9,087
-545
367
$1.39M 0.05%
17,767
-1,690
368
$1.38M 0.05%
11,085
-38
369
$1.38M 0.05%
14,281
-167
370
$1.38M 0.05%
30,250
-356
371
$1.37M 0.05%
15,430
-172
372
$1.37M 0.05%
28,228
+155
373
$1.36M 0.05%
31,721
-3,157
374
$1.35M 0.05%
18,180
+4,840
375
$1.34M 0.05%
9,100
-633
13 14
15
16 17