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
$8.11B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$176M
3
+$137M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$128M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$126M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.8%
2 Technology 12.81%
3 Healthcare 12.25%
4 Industrials 10.28%
5 Energy 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.68M 0.03%
+110,448
527
$2.67M 0.03%
+41,307
528
$2.67M 0.03%
+41,075
529
$2.67M 0.03%
+89,540
530
$2.65M 0.03%
+105,304
531
$2.63M 0.03%
+99,216
532
$2.62M 0.03%
+176,931
533
$2.61M 0.03%
+80,077
534
$2.61M 0.03%
+228,451
535
$2.61M 0.03%
+72,917
536
$2.6M 0.03%
+41,757
537
$2.59M 0.03%
+202,601
538
$2.59M 0.03%
+56,548
539
$2.59M 0.03%
+42,820
540
$2.58M 0.03%
+77,430
541
$2.58M 0.03%
+187
542
$2.57M 0.03%
+37,394
543
$2.57M 0.03%
+189,105
544
$2.56M 0.03%
+58,710
545
$2.56M 0.03%
+109,183
546
$2.56M 0.03%
+51,944
547
$2.56M 0.03%
+31,451
548
$2.53M 0.03%
+37,492
549
$2.53M 0.03%
+90,472
550
$2.52M 0.03%
+24,382
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