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
$560M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$692K
3
+$448K
4
UBER icon
Uber
UBER
+$306K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$254K

Top Sells

1
+$4.87M
2
+$1.22M
3
+$1.17M
4
MSFT icon
Microsoft
MSFT
+$759K
5
AMZN icon
Amazon
AMZN
+$486K

Sector Composition

1 Technology 16.76%
2 Financials 11.84%
3 Healthcare 10.89%
4 Communication Services 7.93%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$208K 0.04%
823
-40
402
$207K 0.04%
1,676
-89
403
$206K 0.04%
+2,115
404
$206K 0.04%
2,612
-129
405
$205K 0.04%
6,729
-90
406
$204K 0.04%
+4,242
407
$204K 0.04%
+537
408
$203K 0.04%
3,885
-188
409
$203K 0.04%
+1,829
410
$202K 0.04%
2,344
-116
411
$202K 0.04%
2,768
-58
412
$201K 0.04%
1,557
-75
413
$201K 0.04%
3,827
-187
414
$200K 0.04%
14,363
-176
415
$200K 0.04%
1,637
-80
416
$200K 0.04%
4,283
-51
417
$192K 0.03%
10,352
-864
418
$165K 0.03%
12,313
-187
419
$161K 0.03%
11,828
-537
420
$86K 0.02%
209
-9
421
$76K 0.01%
12,384
-776
422
$37K 0.01%
+12,260
423
$16K ﹤0.01%
95
-6
424
– –
-1,797
425
– –
-7,695
14 15 16
17
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