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
526
$708K 0.03%
20,319
+3,039
527
$706K 0.03%
32,270
-600
528
$705K 0.03%
12,096
-3,196
529
$698K 0.03%
13,199
+136
530
$695K 0.03%
118,157
+465
531
$695K 0.03%
14,002
+157
532
$694K 0.02%
14,083
+36
533
$694K 0.02%
7,955
-261
534
$690K 0.02%
26,908
-245
535
$689K 0.02%
13,596
-490
536
$688K 0.02%
76,381
+1,044
537
$684K 0.02%
13,390
-521
538
$681K 0.02%
+18,712
539
$679K 0.02%
34,815
-1,537
540
$673K 0.02%
9,696
+40
541
$672K 0.02%
8,992
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542
$672K 0.02%
11,056
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543
$671K 0.02%
11,063
-277
544
$670K 0.02%
9,253
-137
545
$668K 0.02%
6,324
-243
546
$667K 0.02%
5,336
+277
547
$665K 0.02%
15,772
-373
548
$664K 0.02%
33,518
-1,376
549
$663K 0.02%
28,213
-829
550
$662K 0.02%
5,042
-523
20 21
22
23 24