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

Top Buys

1
+$3.14M
2
+$692K
3
+$448K
4
UBER icon
Uber
UBER
+$306K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$254K

Top Sells

1
+$4.87M
2
+$1.22M
3
+$1.17M
4
MSFT icon
Microsoft
MSFT
+$759K
5
AMZN icon
Amazon
AMZN
+$486K

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
26
$3.34M 0.6%
62,156
-4,905
27
$3.34M 0.6%
69,703
-2,729
28
$3.3M 0.59%
73,431
-2,820
29
$3.14M 0.56%
+62,890
30
$2.86M 0.51%
35,757
-2,587
31
$2.82M 0.5%
20,637
-902
32
$2.8M 0.5%
8,595
-335
33
$2.71M 0.48%
8,226
-311
34
$2.7M 0.48%
68,181
-2,706
35
$2.53M 0.45%
22,270
-870
36
$2.48M 0.44%
38,623
+10,786
37
$2.44M 0.44%
28,053
-1,094
38
$2.4M 0.43%
12,170
-682
39
$2.4M 0.43%
9,962
-378
40
$2.21M 0.39%
13,595
-364
41
$2.21M 0.39%
375,520
-14,760
42
$2.2M 0.39%
6,800
-263
43
$2.19M 0.39%
10,417
-414
44
$2.17M 0.39%
21,386
-796
45
$2.16M 0.39%
7,338
-278
46
$2.15M 0.38%
25,282
-981
47
$2.15M 0.38%
6,614
-249
48
$2.13M 0.38%
24,057
-927
49
$2.11M 0.38%
19,495
-742
50
$2.1M 0.38%
11,640
-654
1
2
3 4 5