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
$5.03B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$5.03M
3
+$4.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.44M
5
IEV icon
iShares Europe ETF
IEV
+$2.92M

Top Sells

1
+$71.2M
2
+$61.3M
3
+$48.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$42.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$38.9M

Sector Composition

1 Financials 15.16%
2 Technology 13.58%
3 Healthcare 13.3%
4 Industrials 10.9%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.43M 0.03%
17,783
-9,988
602
$1.43M 0.03%
70,823
-36,989
603
$1.43M 0.03%
47,727
-33,382
604
$1.42M 0.03%
45,451
-26,627
605
$1.42M 0.03%
10,337
-6,014
606
$1.42M 0.03%
54,107
-31,189
607
$1.41M 0.03%
83,460
-47,531
608
$1.4M 0.03%
28,666
-16,094
609
$1.39M 0.03%
21,049
-11,396
610
$1.39M 0.03%
13,470
-6,997
611
$1.39M 0.03%
25,460
-14,089
612
$1.38M 0.03%
25,040
-13,496
613
$1.38M 0.03%
32,576
-18,744
614
$1.38M 0.03%
22,238
-12,256
615
$1.37M 0.03%
25,374
-14,892
616
$1.36M 0.03%
31,510
-17,806
617
$1.36M 0.03%
46,340
-25,684
618
$1.36M 0.03%
23,816
-13,916
619
$1.36M 0.03%
1,169
-685
620
$1.35M 0.03%
18,018
-10,459
621
$1.34M 0.03%
18,818
-10,824
622
$1.34M 0.03%
45,440
-26,283
623
$1.34M 0.03%
26,473
-15,808
624
$1.34M 0.03%
136,621
-75,963
625
$1.34M 0.03%
27,293
-16,272
23 24
25
26 27