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 14.84%
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
-439
577
-12,792
578
-26,838
579
-4,637
580
-5,934
581
-25,200
582
-11,418
583
-25,039
584
-23,093
585
-4,400
586
-9,145
587
-16,140
588
-15,976
589
-14,701
590
-12,891
591
-7,813
592
-19,608
593
-33,013
594
-25,846
595
-18,962
596
-5,817
597
-11,228
598
-48,984
599
-7,788
600
-15,227