IRF
IBM Retirement Fund Portfolio holdings
AUM
$72.1M
This Quarter Return
+24.29%
1 Year Return
-12.05%
3 Year Return
+54.45%
5 Year Return
+100.28%
10 Year Return
–
AUM
$777M
AUM Growth
+$777M
(+43%)
Cap. Flow
+$123M
Cap. Flow
% of AUM
15.81%
Top 10 Holdings %
Top 10 Hldgs %
35.53%
Holding
548
New
70
Increased
119
Reduced
345
Closed
11
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$112M |
| 2 |
Zoom
ZM
|
$991K |
| 3 |
RTX Corp
RTX
|
$873K |
| 4 |
AbbVie
ABBV
|
$677K |
| 5 |
Edwards Lifesciences
EW
|
$658K |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
$1.51M |
| 2 |
RTN
Raytheon Company
RTN
|
$868K |
| 3 |
Microsoft
MSFT
|
$764K |
| 4 |
Apple
AAPL
|
$673K |
| 5 |
JPMorgan Chase
JPM
|
$277K |
Sector Composition
| 1 | Technology | 21.79% |
| 2 | Healthcare | 12.63% |
| 3 | Financials | 10.82% |
| 4 | Consumer Discretionary | 9.33% |
| 5 | Communication Services | 8.95% |
