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
$352M
AUM Growth
-$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$532K

Top Sells

1
+$262M
2
+$79.5M
3
+$50.4M
4
AMZN icon
Amazon
AMZN
+$34.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$34.6M

Sector Composition

1 Technology 14.87%
2 Financials 14.77%
3 Healthcare 14.21%
4 Communication Services 10.06%
5 Real Estate 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.05M 0.87%
66,935
-378,077
27
$3.04M 0.86%
71,267
-402,987
28
$3.03M 0.86%
26,994
-152,565
29
$2.97M 0.84%
39,288
-237,107
30
$2.96M 0.84%
55,161
-310,901
31
$2.89M 0.82%
20,458
-115,295
32
$2.77M 0.79%
13,357
-75,047
33
$2.74M 0.78%
13,024
-73,587
34
$2.68M 0.76%
+130,528
35
$2.5M 0.71%
27,709
-156,945
36
$2.36M 0.67%
41,884
-236,802
37
$2.21M 0.63%
10,641
-60,195
38
$2.02M 0.57%
19,860
-112,551
39
$2.01M 0.57%
9,966
-56,151
40
$1.95M 0.55%
64,272
-362,202
41
$1.95M 0.55%
19,715
-111,462
42
$1.94M 0.55%
13,654
-77,223
43
$1.93M 0.55%
11,771
-66,595
44
$1.89M 0.54%
8,446
-47,763
45
$1.89M 0.54%
22,920
-129,621
46
$1.71M 0.49%
10,885
-61,613
47
$1.7M 0.48%
11,237
-63,634
48
$1.62M 0.46%
23,653
-133,775
49
$1.61M 0.46%
18,766
-106,170
50
$1.6M 0.45%
11,941
-67,290
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