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
501
$1.84M 0.04%
38,151
+4,521
502
$1.84M 0.04%
34,213
+4,102
503
$1.83M 0.04%
38,632
+4,376
504
$1.83M 0.04%
31,100
+4,324
505
$1.81M 0.03%
29,181
+8,601
506
$1.8M 0.03%
31,507
+4,561
507
$1.78M 0.03%
100,897
+5,349
508
$1.77M 0.03%
35,454
+3,021
509
$1.76M 0.03%
+11,224
510
$1.76M 0.03%
83,635
+9,903
511
$1.75M 0.03%
24,055
+3,335
512
$1.74M 0.03%
+10,889
513
$1.74M 0.03%
43,895
-76
514
$1.73M 0.03%
26,842
+3,175
515
$1.73M 0.03%
36,560
+5,240
516
$1.72M 0.03%
37,685
+4,549
517
$1.72M 0.03%
24,175
+3,531
518
$1.72M 0.03%
+68,144
519
$1.72M 0.03%
43,302
+6,113
520
$1.72M 0.03%
33,843
+4,093
521
$1.71M 0.03%
23,887
+3,902
522
$1.71M 0.03%
54,644
+6,360
523
$1.7M 0.03%
18,028
+2,174
524
$1.7M 0.03%
17,491
+2,121
525
$1.69M 0.03%
86,973
+12,762
19 20
21
22 23