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
526
$1.71M 0.03%
45,609
-24,933
527
$1.71M 0.03%
24,066
-13,878
528
$1.71M 0.03%
69,482
-38,090
529
$1.7M 0.03%
37,059
-20,259
530
$1.7M 0.03%
23,700
-13,059
531
$1.7M 0.03%
37,411
-20,553
532
$1.69M 0.03%
44,951
-25,106
533
$1.68M 0.03%
19,803
-11,327
534
$1.68M 0.03%
64,981
-36,863
535
$1.67M 0.03%
128,365
-71,583
536
$1.66M 0.03%
37,236
-21,133
537
$1.66M 0.03%
50,433
-28,083
538
$1.65M 0.03%
70,787
-41,548
539
$1.65M 0.03%
47,428
-27,644
540
$1.64M 0.03%
29,601
-16,542
541
$1.64M 0.03%
42,031
-23,574
542
$1.64M 0.03%
35,356
-19,351
543
$1.64M 0.03%
14,310
-8,168
544
$1.64M 0.03%
112,365
-61,617
545
$1.64M 0.03%
26,680
-15,474
546
$1.64M 0.03%
36,688
-20,200
547
$1.64M 0.03%
49,717
-29,540
548
$1.63M 0.03%
34,554
-20,430
549
$1.62M 0.03%
23,095
-13,510
550
$1.62M 0.03%
27,221
-15,207
20 21
22
23 24