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
$352M
AUM Growth
-$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$532K

Top Sells

1
+$262M
2
+$79.5M
3
+$50.4M
4
AMZN icon
Amazon
AMZN
+$34.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$34.6M

Sector Composition

1 Technology 14.84%
2 Financials 14.77%
3 Healthcare 14.21%
4 Communication Services 10.06%
5 Real Estate 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-18,450
352
– –
-7,778
353
– –
-12,222
354
– –
-9,214
355
– –
-10,346
356
– –
-9,515
357
– –
-5,993
358
– –
-4,668
359
– –
-14,717
360
– –
-8,346
361
– –
-13,092
362
– –
-6,394
363
– –
-28,436
364
– –
-6,648
365
– –
-5,973
366
– –
-32,023
367
– –
-11,403
368
– –
-8,258
369
– –
-3,997
370
– –
-25,403
371
– –
-1,771
372
– –
-10,248
373
– –
-6,992
374
– –
-7,495
375
– –
-8,098
13 14
15
16 17