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
476
$2M 0.04%
54,422
-30,006
477
$2M 0.04%
218,311
-83,311
478
$1.99M 0.04%
95,531
-64,305
479
$1.99M 0.04%
27,520
-15,259
480
$1.99M 0.04%
27,564
-12,398
481
$1.98M 0.04%
72,336
-40,442
482
$1.98M 0.04%
92,245
-63,390
483
$1.96M 0.04%
37,082
-20,336
484
$1.94M 0.04%
101,577
-54,558
485
$1.94M 0.04%
171,317
-93,648
486
$1.93M 0.04%
23,571
-13,066
487
$1.92M 0.04%
16,800
-9,639
488
$1.92M 0.04%
45,828
-26,919
489
$1.91M 0.04%
99,694
-55,130
490
$1.91M 0.04%
16,801
-9,283
491
$1.9M 0.04%
12,455
-6,829
492
$1.9M 0.04%
47,012
-27,300
493
$1.89M 0.04%
110,480
-61,043
494
$1.88M 0.04%
51,194
-28,633
495
$1.88M 0.04%
18,711
-10,868
496
$1.88M 0.04%
17,647
-13,993
497
$1.88M 0.04%
96,984
-55,884
498
$1.88M 0.04%
1,524
-851
499
$1.87M 0.04%
35,790
-19,703
500
$1.86M 0.04%
70,571
-38,766
18 19
20
21 22