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
$2.78B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$76.4M
2
+$7.08M
3
+$4.15M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.13M
5
SPGI icon
S&P Global
SPGI
+$3.83M

Top Sells

1
+$7.75M
2
+$3.63M
3
+$2.98M
4
MSFT icon
Microsoft
MSFT
+$2.88M
5
AAPL icon
Apple
AAPL
+$2.79M

Sector Composition

1 Healthcare 14.37%
2 Financials 13.31%
3 Technology 13.18%
4 Industrials 9.44%
5 Consumer Staples 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$763K 0.03%
8,631
-69
502
$759K 0.03%
7,462
-380
503
$757K 0.03%
20,162
-3,650
504
$748K 0.03%
13,641
-348
505
$747K 0.03%
14,434
+452
506
$746K 0.03%
11,775
-843
507
$742K 0.03%
12,006
-562
508
$742K 0.03%
18,497
-23,853
509
$740K 0.03%
11,510
+245
510
$734K 0.03%
30,219
+886
511
$733K 0.03%
33,981
-876
512
$732K 0.03%
8,079
-77
513
$726K 0.03%
17,640
-14
514
$726K 0.03%
16,820
-162
515
$726K 0.03%
10,682
-423
516
$725K 0.03%
8,957
-264
517
$725K 0.03%
9,813
-1,389
518
$721K 0.03%
29,315
-221
519
$720K 0.03%
12,824
-98
520
$719K 0.03%
15,985
-100
521
$717K 0.03%
13,233
+642
522
$716K 0.03%
25,131
-1,884
523
$712K 0.03%
15,211
-328
524
$709K 0.03%
9,198
-1,110
525
$708K 0.03%
18,666
-383
19 20
21
22 23