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
651
$1.26M 0.03%
15,675
-8,945
652
$1.26M 0.03%
122,568
-67,544
653
$1.26M 0.03%
27,565
-16,022
654
$1.26M 0.03%
19,001
655
$1.25M 0.02%
43,862
-24,600
656
$1.25M 0.02%
18,129
+674
657
$1.25M 0.02%
37,299
-20,555
658
$1.25M 0.02%
20,924
-11,341
659
$1.24M 0.02%
33,570
-17,154
660
$1.23M 0.02%
21,485
-12,591
661
$1.23M 0.02%
27,433
-15,805
662
$1.23M 0.02%
57,045
-26,851
663
$1.22M 0.02%
57,135
-32,277
664
$1.22M 0.02%
18,762
-10,622
665
$1.21M 0.02%
47,391
-26,213
666
$1.21M 0.02%
14,402
-8,324
667
$1.21M 0.02%
23,673
-13,743
668
$1.21M 0.02%
20,226
-11,047
669
$1.2M 0.02%
18,954
-11,530
670
$1.2M 0.02%
36,968
-21,884
671
$1.2M 0.02%
36,872
-20,061
672
$1.2M 0.02%
20,232
-12,188
673
$1.2M 0.02%
21,242
-12,228
674
$1.19M 0.02%
36,707
-21,018
675
$1.19M 0.02%
16,075
-9,429
25 26
27
28 29