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
$2.78B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$76.4M
2
+$7.08M
3
+$4.15M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.13M
5
SPGI icon
S&P Global
SPGI
+$3.83M

Top Sells

1
+$7.75M
2
+$3.63M
3
+$2.98M
4
MSFT icon
Microsoft
MSFT
+$2.88M
5
AAPL icon
Apple
AAPL
+$2.79M

Sector Composition

1 Healthcare 14.37%
2 Financials 13.31%
3 Technology 13.18%
4 Industrials 9.44%
5 Consumer Staples 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.15M 0.04%
47,574
-1,302
427
$1.15M 0.04%
18,077
428
$1.15M 0.04%
28,308
-1,534
429
$1.14M 0.04%
32,840
-2,985
430
$1.14M 0.04%
41,005
+6,486
431
$1.13M 0.04%
41,486
+525
432
$1.13M 0.04%
6,853
+31
433
$1.12M 0.04%
23,279
+76
434
$1.12M 0.04%
26,932
+4,018
435
$1.11M 0.04%
13,130
+2,103
436
$1.11M 0.04%
14,149
-672
437
$1.1M 0.04%
21,521
-1,000
438
$1.1M 0.04%
13,266
+2,001
439
$1.09M 0.04%
21,177
+2,417
440
$1.04M 0.04%
76,340
441
$1.04M 0.04%
6,731
+255
442
$1.02M 0.04%
78,192
-2,265
443
$961K 0.03%
23,671
-4,461
444
$933K 0.03%
22,537
445
$902K 0.03%
18,770
446
$892K 0.03%
16,786
+135
447
$890K 0.03%
14,072
-121
448
$886K 0.03%
15,655
+1,254
449
$886K 0.03%
20,064
+161
450
$885K 0.03%
20,175
+1,228
16 17
18
19 20