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
576
$625K 0.02%
15,566
+82
577
$621K 0.02%
12,901
-1,257
578
$619K 0.02%
25,431
-756
579
$619K 0.02%
10,802
+996
580
$618K 0.02%
15,436
-1,728
581
$613K 0.02%
105,772
+242
582
$611K 0.02%
8,693
-1,027
583
$608K 0.02%
30,628
-560
584
$606K 0.02%
9,142
+289
585
$603K 0.02%
14,627
-746
586
$599K 0.02%
8,920
-234
587
$597K 0.02%
11,585
-267
588
$593K 0.02%
13,128
-388
589
$587K 0.02%
7,293
-846
590
$586K 0.02%
14,762
-394
591
$585K 0.02%
5,544
-313
592
$583K 0.02%
2,774
-88
593
$581K 0.02%
36,758
-1,157
594
$581K 0.02%
23,708
-569
595
$580K 0.02%
32,663
-658
596
$576K 0.02%
9,533
+3,465
597
$576K 0.02%
37,108
+45
598
$575K 0.02%
10,967
-431
599
$572K 0.02%
4,010
-56
600
$572K 0.02%
50,403
+277
22 23
24
25 26