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
501
$1.85M 0.04%
23,652
-13,615
502
$1.85M 0.04%
14,932
-4,526
503
$1.85M 0.04%
24,058
-13,262
504
$1.84M 0.04%
42,722
-23,608
505
$1.84M 0.04%
35,946
-19,467
506
$1.83M 0.04%
26,677
-14,703
507
$1.83M 0.04%
7,792
-4,353
508
$1.83M 0.04%
38,835
-21,147
509
$1.8M 0.04%
33,595
-18,999
510
$1.8M 0.04%
37,471
-20,454
511
$1.8M 0.04%
16,716
-9,818
512
$1.8M 0.04%
48,522
-27,063
513
$1.79M 0.04%
16,871
-9,280
514
$1.79M 0.04%
4,406
-2,385
515
$1.79M 0.04%
12,748
-7,470
516
$1.78M 0.04%
47,045
-27,215
517
$1.77M 0.04%
35,033
-19,381
518
$1.77M 0.04%
14,591
-8,421
519
$1.76M 0.04%
47,235
-26,258
520
$1.75M 0.03%
33,090
-18,370
521
$1.75M 0.03%
36,821
-21,171
522
$1.74M 0.03%
47,915
-26,409
523
$1.74M 0.03%
31,519
-17,291
524
$1.73M 0.03%
47,582
-27,588
525
$1.72M 0.03%
30,439
-16,841
19 20
21
22 23