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

Top Buys

1
+$3.3M
2
+$618K
3
+$430K
4
UBER icon
Uber
UBER
+$305K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$220K

Top Sells

1
+$4.75M
2
+$1.22M
3
+$1.03M
4
MSFT icon
Microsoft
MSFT
+$707K
5
STI
SunTrust Banks, Inc.
STI
+$469K

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
376
$229K 0.04%
15,209
-745
377
$228K 0.04%
2,836
-140
378
$228K 0.04%
4,227
-216
379
$226K 0.04%
7,867
-260
380
$226K 0.04%
2,592
-124
381
$224K 0.04%
1,462
-71
382
$224K 0.04%
5,569
-161
383
$223K 0.04%
+10,445
384
$222K 0.04%
4,032
-202
385
$221K 0.04%
3,397
-301
386
$221K 0.04%
2,044
+198
387
$220K 0.04%
4,349
-215
388
$219K 0.04%
1,658
-81
389
$219K 0.04%
939
-102
390
$218K 0.04%
2,050
-101
391
$218K 0.04%
645
-34
392
$217K 0.04%
+953
393
$216K 0.04%
+3,475
394
$215K 0.04%
8,417
-658
395
$214K 0.04%
7,060
-187
396
$212K 0.04%
2,422
-120
397
$211K 0.04%
+2,718
398
$210K 0.04%
15,882
-772
399
$209K 0.04%
1,957
-97
400
$209K 0.04%
1,733
+125
14 15
16
17 18