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
$560M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$692K
3
+$448K
4
UBER icon
Uber
UBER
+$306K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$254K

Top Sells

1
+$4.87M
2
+$1.22M
3
+$1.17M
4
MSFT icon
Microsoft
MSFT
+$759K
5
AMZN icon
Amazon
AMZN
+$486K

Sector Composition

1 Technology 16.76%
2 Financials 11.84%
3 Healthcare 10.89%
4 Communication Services 7.93%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$257K 0.05%
1,721
-84
352
$255K 0.05%
2,680
-139
353
$255K 0.05%
911
-47
354
$254K 0.05%
+2,203
355
$254K 0.05%
674
-33
356
$253K 0.05%
7,721
-103
357
$250K 0.04%
7,250
-184
358
$250K 0.04%
4,444
-224
359
$248K 0.04%
3,824
-195
360
$246K 0.04%
+9,615
361
$246K 0.04%
1,754
-92
362
$244K 0.04%
7,332
-565
363
$243K 0.04%
14,188
-1,292
364
$243K 0.04%
2,112
-106
365
$242K 0.04%
1,666
-86
366
$241K 0.04%
+730
367
$241K 0.04%
7,038
-349
368
$239K 0.04%
13,498
-453
369
$236K 0.04%
6,354
-261
370
$235K 0.04%
+1,761
371
$234K 0.04%
2,221
-114
372
$234K 0.04%
1,709
-37
373
$234K 0.04%
2,728
-138
374
$233K 0.04%
1,833
375
$231K 0.04%
10,685
-277
13 14
15
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