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
$5.03B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$5.03M
3
+$4.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.44M
5
IEV icon
iShares Europe ETF
IEV
+$2.92M

Top Sells

1
+$71.2M
2
+$61.3M
3
+$48.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$42.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$38.9M

Sector Composition

1 Financials 15.16%
2 Technology 13.58%
3 Healthcare 13.3%
4 Industrials 10.9%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.65M 0.05%
22,291
-12,310
377
$2.65M 0.05%
83,429
-46,358
378
$2.65M 0.05%
60,418
-32,843
379
$2.64M 0.05%
24,609
-13,597
380
$2.61M 0.05%
28,924
-16,027
381
$2.61M 0.05%
110,168
-61,869
382
$2.61M 0.05%
84,272
-46,103
383
$2.6M 0.05%
20,910
-11,468
384
$2.59M 0.05%
48,928
-27,012
385
$2.57M 0.05%
28,746
-15,849
386
$2.56M 0.05%
62,299
-34,931
387
$2.56M 0.05%
66,017
-36,453
388
$2.54M 0.05%
79,643
-44,599
389
$2.54M 0.05%
51,849
-28,706
390
$2.54M 0.05%
179,935
-99,410
391
$2.53M 0.05%
57,024
-30,701
392
$2.52M 0.05%
22,228
-12,321
393
$2.51M 0.05%
13,567
-7,683
394
$2.49M 0.05%
28,974
-15,900
395
$2.48M 0.05%
47,988
-26,678
396
$2.48M 0.05%
52,214
-28,893
397
$2.48M 0.05%
96,172
-53,315
398
$2.48M 0.05%
74,995
-41,070
399
$2.48M 0.05%
15,435
-8,445
400
$2.47M 0.05%
71,662
-39,574
14 15
16
17 18