IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.04%
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
+$2.14M
2
+$1.21M
3
+$785K
4
MSFT icon
Microsoft
MSFT
+$687K
5
AMZN icon
Amazon
AMZN
+$548K

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
376
$53K 0.01%
67
377
$42K 0.01%
10,576
378
$1K ﹤0.01%
94,774
379
– –
-6,553
380
– –
-5,116
381
– –
-6,320
382
– –
-6,479
383
– –
-3,544
384
– –
-9,800
385
– –
-2,740
386
– –
-4,368
387
– –
-5,351
388
– –
-1,771
12 13 14 15
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