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
26
$36.3M 0.7%
720,825
-65
27
$36.2M 0.69%
357,909
+281
28
$35.9M 0.69%
359,335
-9
29
$34.4M 0.66%
1,220,798
+18,750
30
$33.6M 0.64%
1,238,022
-1,442
31
$33.2M 0.64%
377,213
-5
32
$32.1M 0.62%
546,962
33
$30.5M 0.58%
231,526
-62
34
$30.1M 0.58%
185,217
-8
35
$29.9M 0.57%
95,643
+78
36
$28.3M 0.54%
775,476
+405
37
$27.9M 0.54%
405,753
+152
38
$27.9M 0.53%
478,828
-163
39
$27.6M 0.53%
233,227
-119
40
$27.3M 0.52%
231,807
+215
41
$26.8M 0.51%
274,540
-210
42
$26.7M 0.51%
346,891
-117
43
$24.3M 0.47%
167,751
-150
44
$23.9M 0.46%
402,780
-23,076
45
$23.7M 0.45%
243,563
+94
46
$23.6M 0.45%
1,153,479
-1,485
47
$23.3M 0.45%
184,691
-157
48
$23.2M 0.44%
193,384
+215
49
$22M 0.42%
366,201
+938
50
$21.6M 0.41%
309,508
+306
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2
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