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
$590M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.13M
3
+$868K
4
MSFT icon
Microsoft
MSFT
+$782K
5
AMZN icon
Amazon
AMZN
+$636K

Top Sells

1
+$960K
2
+$708K
3
+$624K
4
BTI icon
British American Tobacco
BTI
+$405K
5
LVLT
Level 3 Communications Inc
LVLT
+$233K

Sector Composition

1 Technology 17.54%
2 Financials 17.44%
3 Healthcare 14.22%
4 Communication Services 10.79%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$213K 0.04%
+4,484
352
$213K 0.04%
+1,362
353
$213K 0.04%
12,564
354
$212K 0.04%
2,232
+137
355
$212K 0.04%
+2,686
356
$211K 0.04%
+5,416
357
$211K 0.04%
2,572
358
$211K 0.04%
2,077
+142
359
$209K 0.04%
4,180
360
$209K 0.04%
+2,380
361
$208K 0.04%
+1,766
362
$208K 0.04%
+4,726
363
$208K 0.04%
7,142
364
$207K 0.04%
+1,665
365
$207K 0.04%
+4,170
366
$204K 0.03%
+6,979
367
$204K 0.03%
+1,635
368
$202K 0.03%
6,602
369
$201K 0.03%
+2,362
370
$201K 0.03%
+2,573
371
$201K 0.03%
+1,191
372
$181K 0.03%
+11,414
373
$126K 0.02%
12,225
374
$57K 0.01%
1,297
375
$53K 0.01%
67
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15
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