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
$352M
AUM Growth
-$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$532K

Top Sells

1
+$262M
2
+$79.5M
3
+$50.4M
4
AMZN icon
Amazon
AMZN
+$34.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$34.6M

Sector Composition

1 Technology 14.87%
2 Financials 14.77%
3 Healthcare 14.21%
4 Communication Services 10.06%
5 Real Estate 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-18,378
577
– –
-10,474
578
– –
-16,357
579
– –
-3,574
580
– –
-5,557
581
– –
-8,690
582
– –
-10,563
583
– –
-16,605
584
– –
-11,731
585
– –
-7,178
586
– –
-15,360
587
– –
-15,644
588
– –
-10,285
589
– –
-10,541
590
– –
-5,558
591
– –
-19,258
592
– –
-7,488
593
– –
-10,430
594
– –
-7,996
595
– –
-34,079
596
– –
-6,794
597
– –
-3,615
598
– –
-4,596
599
– –
-12,051
600
– –
-9,966
22 23
24
25 26