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
576
$1.45M 0.03%
159,259
+13,820
577
$1.45M 0.03%
22,000
+1,558
578
$1.45M 0.03%
54,328
+4,089
579
$1.45M 0.03%
271,086
+20,404
580
$1.43M 0.03%
+8,908
581
$1.43M 0.03%
37,388
+5,662
582
$1.43M 0.03%
57,931
+7,011
583
$1.43M 0.03%
13,246
+997
584
$1.42M 0.03%
12,753
+960
585
$1.42M 0.03%
11,184
+792
586
$1.42M 0.03%
27,028
+3,191
587
$1.42M 0.03%
42,499
+4,972
588
$1.42M 0.03%
24,493
+1,733
589
$1.41M 0.03%
32,952
+3,931
590
$1.41M 0.03%
90,551
+12,124
591
$1.41M 0.03%
35,864
+2,699
592
$1.41M 0.03%
11,813
+864
593
$1.4M 0.03%
67,462
+4,925
594
$1.4M 0.03%
33,423
+3,982
595
$1.4M 0.03%
16,333
+2,132
596
$1.4M 0.03%
85,720
+10,073
597
$1.4M 0.03%
12,774
+903
598
$1.4M 0.03%
32,765
+3,856
599
$1.4M 0.03%
+7,141
600
$1.39M 0.03%
22,150
+2,701
22 23
24
25 26