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
$5.22B
AUM Growth
+$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$6.72M
3
+$5.68M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.9M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.63M

Top Sells

1
+$53.3M
2
+$6.3M
3
+$4.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.84M
5
ALTR
Altera Corp
ALTR
+$3.57M

Sector Composition

1 Financials 14.59%
2 Healthcare 14.43%
3 Technology 13.33%
4 Industrials 9.99%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.28M 0.02%
20,290
+1,477
627
$1.28M 0.02%
27,189
+1,976
628
$1.28M 0.02%
46,834
+3,414
629
$1.27M 0.02%
48,375
+5,730
630
$1.27M 0.02%
43,404
+4,240
631
$1.27M 0.02%
37,343
+4,444
632
$1.27M 0.02%
42,476
+4,640
633
$1.26M 0.02%
23,604
+3,001
634
$1.26M 0.02%
+11,169
635
$1.26M 0.02%
23,303
+2,858
636
$1.26M 0.02%
+9,596
637
$1.25M 0.02%
19,288
+1,452
638
$1.25M 0.02%
13,983
+1,052
639
$1.25M 0.02%
50,628
+6,021
640
$1.24M 0.02%
30,963
+2,330
641
$1.23M 0.02%
18,605
+1,351
642
$1.22M 0.02%
71,069
-194,960
643
$1.22M 0.02%
56,359
+6,134
644
$1.22M 0.02%
37,527
+2,740
645
$1.22M 0.02%
17,768
+1,285
646
$1.22M 0.02%
46,695
+3,514
647
$1.21M 0.02%
86,288
+6,259
648
$1.21M 0.02%
74,880
+8,830
649
$1.19M 0.02%
15,267
+2,019
650
$1.18M 0.02%
15,078
+1,789
24 25
26
27 28