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

Top Buys

1
+$2.68M
2
+$506K

Top Sells

1
+$263M
2
+$57.7M
3
+$38.8M
4
XOM icon
Exxon Mobil
XOM
+$27.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$26.3M

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
– –
-14,398
402
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403
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-16,065
404
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-7,549
405
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406
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407
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-3,842
408
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-9,310
409
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-16,704
410
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-2,097
411
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-5,765
412
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-348
413
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-14,438
414
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-46,136
415
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-6,388
416
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-12,253
417
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-14,199
418
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-5,438
419
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-27,793
420
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-8,023
421
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-4,137
422
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-15,937
423
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-17,832
424
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-12,628
425
– –
-17,028
15 16
17
18 19