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
451
$2.13M 0.04%
57,308
+2,641
452
$2.13M 0.04%
13,322
+683
453
$2.11M 0.04%
90,798
+4,779
454
$2.11M 0.04%
+11,507
455
$2.11M 0.04%
27,606
+1,509
456
$2.1M 0.04%
45,186
+5,287
457
$2.1M 0.04%
46,484
+2,317
458
$2.09M 0.04%
56,693
+3,784
459
$2.09M 0.04%
70,394
+8,446
460
$2.08M 0.04%
32,264
+3,862
461
$2.07M 0.04%
33,950
+4,076
462
$2.06M 0.04%
163,889
+7,898
463
$2.06M 0.04%
78,623
+11,988
464
$2.06M 0.04%
25,833
+3,166
465
$2.05M 0.04%
22,966
+1,106
466
$2.04M 0.04%
42,728
+5,199
467
$2.03M 0.04%
+24,094
468
$2.02M 0.04%
60,727
+7,414
469
$2.02M 0.04%
21,820
+2,638
470
$2.02M 0.04%
41,776
+2,215
471
$2.01M 0.04%
88,224
+6,684
472
$2M 0.04%
26,848
+1,312
473
$2M 0.04%
40,184
+4,879
474
$1.98M 0.04%
12,915
+2,088
475
$1.98M 0.04%
16,677
+1,977
17 18
19
20 21