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
526
$1.68M 0.03%
33,493
+3,980
527
$1.67M 0.03%
16,813
+1,265
528
$1.67M 0.03%
40,875
+4,989
529
$1.65M 0.03%
42,500
+5,083
530
$1.65M 0.03%
34,868
+4,236
531
$1.64M 0.03%
72,412
+21,725
532
$1.64M 0.03%
22,321
+2,667
533
$1.64M 0.03%
17,365
+2,162
534
$1.64M 0.03%
32,658
+2,395
535
$1.63M 0.03%
194,589
+15,588
536
$1.63M 0.03%
75,384
+9,071
537
$1.62M 0.03%
14,543
+1,759
538
$1.62M 0.03%
28,901
+4,929
539
$1.62M 0.03%
21,095
+2,539
540
$1.62M 0.03%
43,112
+3,413
541
$1.62M 0.03%
11,589
+1,389
542
$1.61M 0.03%
44,054
+5,300
543
$1.6M 0.03%
+77,490
544
$1.6M 0.03%
19,007
+2,292
545
$1.6M 0.03%
23,517
+3,360
546
$1.6M 0.03%
61,364
+7,290
547
$1.58M 0.03%
165,548
+7,899
548
$1.58M 0.03%
21,626
+1,628
549
$1.58M 0.03%
46,988
+5,716
550
$1.57M 0.03%
16,433
+1,203
20 21
22
23 24