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

Top Buys

1
+$3.3M
2
+$618K
3
+$430K
4
UBER icon
Uber
UBER
+$305K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$220K

Top Sells

1
+$4.75M
2
+$1.22M
3
+$1.03M
4
MSFT icon
Microsoft
MSFT
+$707K
5
STI
SunTrust Banks, Inc.
STI
+$469K

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
426
– –
-1,884
427
– –
-1,892
428
– –
-1,775
429
– –
-6,813
430
– –
-12,260
14 15 16 17
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