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
$5.03B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$5.03M
3
+$4.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.44M
5
IEV icon
iShares Europe ETF
IEV
+$2.92M

Top Sells

1
+$71.2M
2
+$61.3M
3
+$48.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$42.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$38.9M

Sector Composition

1 Financials 15.16%
2 Technology 13.58%
3 Healthcare 13.3%
4 Industrials 10.9%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.3M 0.05%
69,730
-38,940
427
$2.3M 0.05%
42,222
-23,489
428
$2.29M 0.05%
50,568
-28,792
429
$2.28M 0.05%
41,202
-22,628
430
$2.27M 0.05%
27,868
-15,156
431
$2.26M 0.05%
78,137
-43,178
432
$2.26M 0.04%
32,585
-11,422
433
$2.25M 0.04%
25,815
-13,996
434
$2.24M 0.04%
33,765
-18,727
435
$2.23M 0.04%
26,484
-14,777
436
$2.23M 0.04%
23,213
-13,533
437
$2.22M 0.04%
123,864
-54,988
438
$2.22M 0.04%
74,291
-41,009
439
$2.22M 0.04%
35,330
-19,579
440
$2.21M 0.04%
35,550
-19,872
441
$2.19M 0.04%
126,826
-71,158
442
$2.18M 0.04%
37,799
-20,837
443
$2.17M 0.04%
121,296
-70,221
444
$2.16M 0.04%
54,677
-29,149
445
$2.16M 0.04%
53,859
-34,075
446
$2.15M 0.04%
41,034
-22,519
447
$2.15M 0.04%
28,324
-16,567
448
$2.15M 0.04%
174,042
-97,266
449
$2.14M 0.04%
85,693
-46,740
450
$2.13M 0.04%
15,685
-8,621
16 17
18
19 20