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
476
$1.96M 0.04%
27,680
+3,363
477
$1.96M 0.04%
97,900
+30,681
478
$1.95M 0.04%
35,728
+26
479
$1.94M 0.04%
48,480
+6,024
480
$1.93M 0.04%
30,361
-2,148
481
$1.93M 0.04%
67,938
+3,288
482
$1.93M 0.04%
39,382
+7,739
483
$1.92M 0.04%
72,282
+308
484
$1.91M 0.04%
104,008
+12,082
485
$1.91M 0.04%
57,342
-6,243
486
$1.9M 0.04%
280,142
+26,962
487
$1.89M 0.04%
57,572
+6,754
488
$1.89M 0.04%
32,231
+4,157
489
$1.88M 0.04%
47,228
+2,254
490
$1.88M 0.04%
48,744
+7,792
491
$1.88M 0.04%
12,017
-43
492
$1.88M 0.04%
27,881
+4,079
493
$1.87M 0.04%
25,978
+1,955
494
$1.86M 0.04%
29,201
+3,575
495
$1.86M 0.04%
+3,892
496
$1.86M 0.04%
36,518
+8,338
497
$1.86M 0.04%
68,931
+8,401
498
$1.85M 0.04%
44,321
+6,284
499
$1.85M 0.04%
20,369
+2,629
500
$1.84M 0.04%
35,186
+5,419
18 19
20
21 22