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
551
$1.62M 0.03%
57,070
-31,514
552
$1.62M 0.03%
21,696
-11,967
553
$1.62M 0.03%
47,954
-27,828
554
$1.61M 0.03%
29,807
-16,713
555
$1.61M 0.03%
9,337
-5,771
556
$1.6M 0.03%
27,088
-14,884
557
$1.6M 0.03%
60,566
-35,106
558
$1.6M 0.03%
16,405
-9,108
559
$1.59M 0.03%
101,064
-55,244
560
$1.59M 0.03%
106,756
-58,836
561
$1.59M 0.03%
21,761
-12,771
562
$1.59M 0.03%
15,130
-9,030
563
$1.58M 0.03%
44,177
-24,166
564
$1.58M 0.03%
73,238
-40,281
565
$1.58M 0.03%
96,509
-53,063
566
$1.58M 0.03%
27,265
-15,104
567
$1.57M 0.03%
21,157
-12,370
568
$1.57M 0.03%
107,532
-62,867
569
$1.57M 0.03%
142,016
-78,753
570
$1.56M 0.03%
19,866
-10,977
571
$1.56M 0.03%
24,943
-14,715
572
$1.55M 0.03%
36,193
-20,822
573
$1.54M 0.03%
28,192
-15,793
574
$1.53M 0.03%
14,343
-8,186
575
$1.53M 0.03%
11,940
-6,683
21 22
23
24 25