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
$352M
AUM Growth
-$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$532K

Top Sells

1
+$262M
2
+$79.5M
3
+$50.4M
4
AMZN icon
Amazon
AMZN
+$34.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$34.6M

Sector Composition

1 Technology 14.84%
2 Financials 14.77%
3 Healthcare 14.21%
4 Communication Services 10.06%
5 Real Estate 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-3,838
402
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-25,089
403
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-9,121
404
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-20,080
405
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-16,546
406
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-53,280
407
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-8,614
408
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-3,513
409
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-25,319
410
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-6,878
411
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-9,777
412
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-18,951
413
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-7,131
414
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-7,038
415
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-3,521
416
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-2,694
417
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-7,666
418
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419
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-16,305
420
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421
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-7,589
422
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-7,549
423
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-6,140
424
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-10,905
425
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-3,842
15 16
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