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
401
$2.47M 0.05%
86,896
-47,668
402
$2.44M 0.05%
35,904
-19,962
403
$2.43M 0.05%
67,784
-37,486
404
$2.43M 0.05%
68,905
-37,528
405
$2.42M 0.05%
73,334
-47,273
406
$2.42M 0.05%
101,416
-55,916
407
$2.41M 0.05%
208,680
-114,942
408
$2.4M 0.05%
30,258
-16,289
409
$2.39M 0.05%
22,109
-12,214
410
$2.39M 0.05%
24,556
-13,795
411
$2.38M 0.05%
69,821
-37,715
412
$2.37M 0.05%
18,776
-10,399
413
$2.37M 0.05%
21,991
-12,174
414
$2.36M 0.05%
12,773
-7,025
415
$2.35M 0.05%
92,063
-50,751
416
$2.35M 0.05%
70,829
-39,164
417
$2.35M 0.05%
143,995
-78,916
418
$2.35M 0.05%
31,903
-17,579
419
$2.35M 0.05%
39,189
-21,724
420
$2.34M 0.05%
75,180
-42,482
421
$2.34M 0.05%
37,546
-20,540
422
$2.33M 0.05%
16,703
-9,282
423
$2.31M 0.05%
421,080
-231,590
424
$2.31M 0.05%
162,160
-88,642
425
$2.3M 0.05%
105,455
-58,984
15 16
17
18 19