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
651
$1.18M 0.02%
39,271
+2,849
652
$1.16M 0.02%
+9,322
653
$1.16M 0.02%
15,921
+1,154
654
$1.15M 0.02%
17,456
+1,314
655
$1.15M 0.02%
15,937
+1,199
656
$1.15M 0.02%
24,696
+4,106
657
$1.15M 0.02%
40,449
+4,339
658
$1.14M 0.02%
76,340
659
$1.14M 0.02%
26,848
+1,943
660
$1.14M 0.02%
+5,851
661
$1.13M 0.02%
12,031
+1,443
662
$1.13M 0.02%
54,840
+3,964
663
$1.13M 0.02%
19,948
+2,441
664
$1.13M 0.02%
12,653
+1,427
665
$1.13M 0.02%
26,108
+4,344
666
$1.12M 0.02%
36,187
+4,252
667
$1.12M 0.02%
60,159
+4,352
668
$1.12M 0.02%
18,652
+1,347
669
$1.11M 0.02%
+9,754
670
$1.11M 0.02%
46,883
+3,387
671
$1.11M 0.02%
50,468
+3,798
672
$1.1M 0.02%
33,757
-36,610
673
$1.1M 0.02%
36,108
+2,718
674
$1.1M 0.02%
14,283
+1,075
675
$1.09M 0.02%
22,537
+4,000
25 26
27
28 29