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
401
$1.24M 0.04%
9,452
-98
402
$1.24M 0.04%
17,508
-2
403
$1.24M 0.04%
23,663
+250
404
$1.23M 0.04%
24,787
+3,773
405
$1.23M 0.04%
32,086
+385
406
$1.22M 0.04%
31,956
-889
407
$1.22M 0.04%
15,442
-1,423
408
$1.22M 0.04%
44,815
-3,127
409
$1.21M 0.04%
31,415
+757
410
$1.2M 0.04%
29,681
-4,539
411
$1.2M 0.04%
12,763
-226
412
$1.2M 0.04%
29,332
-2,195
413
$1.2M 0.04%
36,165
+111
414
$1.2M 0.04%
17,479
-631
415
$1.2M 0.04%
33,070
+8,323
416
$1.19M 0.04%
20,422
-583
417
$1.19M 0.04%
18,876
+3,070
418
$1.19M 0.04%
3,111
-185
419
$1.19M 0.04%
34,560
-713
420
$1.17M 0.04%
44,677
-2,702
421
$1.17M 0.04%
22,906
-240
422
$1.17M 0.04%
13,315
+2,125
423
$1.17M 0.04%
58,330
-2,377
424
$1.16M 0.04%
14,200
-500
425
$1.15M 0.04%
8,503
+1,303
15 16
17
18 19