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
551
$1.57M 0.03%
17,328
+1,230
552
$1.57M 0.03%
88,152
+10,243
553
$1.57M 0.03%
+9,651
554
$1.57M 0.03%
49,118
+5,844
555
$1.57M 0.03%
117,185
+11,008
556
$1.56M 0.03%
20,409
+3,755
557
$1.55M 0.03%
18,731
+1,371
558
$1.55M 0.03%
27,527
+5,960
559
$1.55M 0.03%
32,792
+3,930
560
$1.54M 0.03%
+940
561
$1.53M 0.03%
65,764
+8,559
562
$1.52M 0.03%
19,479
+2,005
563
$1.5M 0.03%
73,488
+22,640
564
$1.5M 0.03%
16,647
+1,253
565
$1.5M 0.03%
23,764
+2,845
566
$1.49M 0.03%
20,174
+2,511
567
$1.49M 0.03%
156,927
+8,915
568
$1.49M 0.03%
27,635
+2,020
569
$1.49M 0.03%
27,724
+3,537
570
$1.48M 0.03%
85,553
+10,169
571
$1.48M 0.03%
53,613
+4,035
572
$1.48M 0.03%
42,222
+3,178
573
$1.48M 0.03%
32,749
+2,465
574
$1.47M 0.03%
23,284
+1,700
575
$1.46M 0.03%
74,639
+7,420
21 22
23
24 25