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
601
$572K 0.02%
+24,314
602
$568K 0.02%
9,183
-491
603
$568K 0.02%
23,589
-77
604
$568K 0.02%
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605
$567K 0.02%
23,779
-3,231
606
$564K 0.02%
24,122
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607
$561K 0.02%
20,928
+9,399
608
$558K 0.02%
7,542
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609
$556K 0.02%
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610
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+17,924
611
$550K 0.02%
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612
$549K 0.02%
8,285
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613
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8,181
-168
614
$545K 0.02%
20,447
+5,024
615
$544K 0.02%
8,335
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616
$543K 0.02%
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617
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7,021
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$540K 0.02%
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-63
619
$539K 0.02%
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620
$539K 0.02%
32,539
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621
$538K 0.02%
6,239
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622
$538K 0.02%
+3,702
623
$536K 0.02%
+9,898
624
$533K 0.02%
36,116
-1,395
625
$531K 0.02%
7,852
-454
23 24
25
26 27