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
451
$2.11M 0.04%
53,426
-29,210
452
$2.11M 0.04%
70,081
-38,611
453
$2.11M 0.04%
19,723
-10,630
454
$2.11M 0.04%
35,972
-19,612
455
$2.11M 0.04%
31,048
-17,196
456
$2.11M 0.04%
101
-56
457
$2.1M 0.04%
17,044
-9,621
458
$2.09M 0.04%
46,030
-25,751
459
$2.09M 0.04%
76,258
-43,502
460
$2.08M 0.04%
206,506
-120,191
461
$2.08M 0.04%
3,443
-2,008
462
$2.07M 0.04%
42,247
-23,260
463
$2.06M 0.04%
28,267
-15,560
464
$2.06M 0.04%
17,010
-9,365
465
$2.05M 0.04%
39,233
-21,349
466
$2.05M 0.04%
105,173
-58,510
467
$2.04M 0.04%
45,748
-24,969
468
$2.04M 0.04%
41,942
-23,170
469
$2.03M 0.04%
59,861
-33,350
470
$2.03M 0.04%
77,110
-42,220
471
$2.02M 0.04%
41,526
-22,974
472
$2.01M 0.04%
17,534
-9,712
473
$2.01M 0.04%
27,972
-15,436
474
$2.01M 0.04%
68,649
-38,624
475
$2M 0.04%
20,981
-11,525
17 18
19
20 21