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
$5.22B
AUM Growth
+$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$6.72M
3
+$5.68M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.9M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.63M

Top Sells

1
+$53.3M
2
+$6.3M
3
+$4.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.84M
5
ALTR
Altera Corp
ALTR
+$3.57M

Sector Composition

1 Financials 14.59%
2 Healthcare 14.43%
3 Technology 13.33%
4 Industrials 9.99%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.69M 0.05%
64,060
-118
377
$2.69M 0.05%
76,758
-2,161
378
$2.68M 0.05%
35,442
+4,068
379
$2.66M 0.05%
22,292
+1,079
380
$2.64M 0.05%
95,558
+4,349
381
$2.63M 0.05%
29,766
+2,755
382
$2.62M 0.05%
69,039
+3,457
383
$2.61M 0.05%
43,725
+2,130
384
$2.61M 0.05%
30,057
+1,511
385
$2.61M 0.05%
66,771
+3,342
386
$2.6M 0.05%
59,031
+3,004
387
$2.58M 0.05%
65,130
+7,946
388
$2.55M 0.05%
79,741
+3,865
389
$2.55M 0.05%
59,065
+3,018
390
$2.55M 0.05%
112,380
+17,222
391
$2.55M 0.05%
+10,901
392
$2.53M 0.05%
20,979
+1,326
393
$2.52M 0.05%
59,207
+3,911
394
$2.51M 0.05%
37,280
+1,869
395
$2.51M 0.05%
35,266
+2,082
396
$2.5M 0.05%
20,171
+1,619
397
$2.49M 0.05%
36,873
+2,518
398
$2.44M 0.05%
16,675
+798
399
$2.43M 0.05%
66,814
+7,900
400
$2.42M 0.05%
67,213
+3,248
14 15
16
17 18