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
$5.22B
AUM Growth
+$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$6.72M
3
+$5.68M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.9M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.63M

Top Sells

1
+$53.3M
2
+$6.3M
3
+$4.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.84M
5
ALTR
Altera Corp
ALTR
+$3.57M

Sector Composition

1 Financials 14.59%
2 Healthcare 14.43%
3 Technology 13.33%
4 Industrials 9.99%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.28M 0.04%
43,366
+2,116
427
$2.27M 0.04%
83,397
+11,102
428
$2.26M 0.04%
65,093
+8,040
429
$2.25M 0.04%
16,295
+1,775
430
$2.25M 0.04%
76,043
+5,764
431
$2.25M 0.04%
73,948
+3,842
432
$2.25M 0.04%
125,662
+6,419
433
$2.24M 0.04%
119,962
+8,735
434
$2.23M 0.04%
17,396
+2,584
435
$2.23M 0.04%
42,519
+2,293
436
$2.22M 0.04%
16,262
+681
437
$2.21M 0.04%
34,013
+1,701
438
$2.2M 0.04%
76,992
+9,510
439
$2.2M 0.04%
25,144
+3,038
440
$2.2M 0.04%
35,415
+1,735
441
$2.19M 0.04%
67,052
+8,016
442
$2.18M 0.04%
196,794
+10,093
443
$2.16M 0.04%
65,013
+3,179
444
$2.16M 0.04%
65,874
+4,456
445
$2.16M 0.04%
57,486
-72
446
$2.15M 0.04%
45,286
+5,431
447
$2.14M 0.04%
35,424
+4,885
448
$2.14M 0.04%
65,541
+7,869
449
$2.14M 0.04%
28,684
+3,689
450
$2.14M 0.04%
15,220
+2,172
16 17
18
19 20