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
$2.78B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$76.4M
2
+$7.08M
3
+$4.15M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.13M
5
SPGI icon
S&P Global
SPGI
+$3.83M

Top Sells

1
+$7.75M
2
+$3.63M
3
+$2.98M
4
MSFT icon
Microsoft
MSFT
+$2.88M
5
AAPL icon
Apple
AAPL
+$2.79M

Sector Composition

1 Healthcare 14.37%
2 Financials 13.31%
3 Technology 13.18%
4 Industrials 9.44%
5 Consumer Staples 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.33M 0.05%
5,157
+45
377
$1.33M 0.05%
56,195
+3,776
378
$1.33M 0.05%
75,128
+8,674
379
$1.32M 0.05%
40,429
+602
380
$1.32M 0.05%
49,836
+786
381
$1.32M 0.05%
61,818
+7,722
382
$1.32M 0.05%
27,298
-1,218
383
$1.32M 0.05%
22,506
-814
384
$1.31M 0.05%
39,978
+1,315
385
$1.31M 0.05%
62,799
+31,606
386
$1.31M 0.05%
16,872
-253
387
$1.3M 0.05%
48,759
-1,989
388
$1.29M 0.05%
18,684
+578
389
$1.29M 0.05%
14,796
+277
390
$1.28M 0.05%
11,941
-156
391
$1.28M 0.05%
30,843
+9,612
392
$1.28M 0.05%
36,561
-415
393
$1.28M 0.05%
51,160
+767
394
$1.28M 0.05%
49,459
+11
395
$1.27M 0.05%
39,326
-1,653
396
$1.26M 0.05%
17,278
+516
397
$1.26M 0.05%
37,768
-793
398
$1.26M 0.05%
47,433
+205
399
$1.25M 0.05%
110,296
+430
400
$1.25M 0.04%
33,510
-39
14 15
16
17 18