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
551
$660K 0.02%
7,238
+77
552
$659K 0.02%
16,435
+3,156
553
$659K 0.02%
33,212
+1,188
554
$659K 0.02%
9,814
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555
$659K 0.02%
5,720
-63
556
$659K 0.02%
20,114
-118
557
$658K 0.02%
13,170
-420
558
$657K 0.02%
15,193
+177
559
$653K 0.02%
7,928
-1,526
560
$652K 0.02%
4,041
-148
561
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562
$650K 0.02%
23,525
563
$649K 0.02%
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-224
564
$649K 0.02%
15,021
-2,177
565
$648K 0.02%
24,931
-990
566
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20,118
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567
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16,072
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$640K 0.02%
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569
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9,440
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570
$631K 0.02%
18,597
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571
$630K 0.02%
7,677
-253
572
$630K 0.02%
19,157
-156
573
$628K 0.02%
353
-59
574
$626K 0.02%
10,433
+3,753
575
$626K 0.02%
6,453
-241
21 22
23
24 25