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
401
$2.42M 0.05%
14,110
+685
402
$2.41M 0.05%
48,674
+2,799
403
$2.41M 0.05%
29,908
-39
404
$2.4M 0.05%
84,656
+2,490
405
$2.4M 0.05%
20,044
+2,445
406
$2.38M 0.05%
34,924
+1,750
407
$2.38M 0.05%
36,066
+3,215
408
$2.38M 0.05%
102,314
+8,582
409
$2.38M 0.05%
62,465
+3,070
410
$2.37M 0.05%
62,962
+3,118
411
$2.36M 0.05%
19,223
+2,607
412
$2.36M 0.05%
39,856
+1,853
413
$2.35M 0.05%
19,643
+2,359
414
$2.35M 0.05%
49,283
+2,445
415
$2.35M 0.05%
97,450
+4,109
416
$2.34M 0.04%
52,414
+3,857
417
$2.33M 0.04%
57,217
+2,844
418
$2.33M 0.04%
100,316
+12,079
419
$2.33M 0.04%
+84,521
420
$2.33M 0.04%
27,278
+3,312
421
$2.32M 0.04%
129,072
+22,267
422
$2.31M 0.04%
59,715
+2,901
423
$2.31M 0.04%
+6,806
424
$2.3M 0.04%
50,706
+2,629
425
$2.29M 0.04%
56,135
-94
15 16
17
18 19