IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.04%
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
+$7.94M
2
+$5.15M
3
+$4.22M
4
IEV icon
iShares Europe ETF
IEV
+$3.93M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.47M

Top Sells

1
+$70.8M
2
+$60M
3
+$44.6M
4
MSFT icon
Microsoft
MSFT
+$44.3M
5
GE icon
GE Aerospace
GE
+$37.7M

Sector Composition

1 Financials 15.16%
2 Technology 13.51%
3 Healthcare 13.3%
4 Industrials 10.97%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.19M 0.02%
8,090
-4,418
677
$1.18M 0.02%
30,978
-16,996
678
$1.18M 0.02%
47,672
-26,792
679
$1.18M 0.02%
2,277
+51
680
$1.18M 0.02%
10,816
-6,309
681
$1.18M 0.02%
16,688
-9,675
682
$1.18M 0.02%
16,339
-9,553
683
$1.18M 0.02%
109,705
-63,872
684
$1.18M 0.02%
79,488
-42,710
685
$1.17M 0.02%
95,560
-53,872
686
$1.17M 0.02%
47,520
-27,535
687
$1.17M 0.02%
6,541
-4,449
688
$1.17M 0.02%
36,378
-21,274
689
$1.16M 0.02%
42,002
-24,482
690
$1.15M 0.02%
11,510
-6,721
691
$1.15M 0.02%
41,711
-23,868
692
$1.15M 0.02%
24,113
-11,092
693
$1.15M 0.02%
45,501
-26,289
694
$1.15M 0.02%
24,944
-14,473
695
$1.14M 0.02%
10,096
-5,860
696
$1.14M 0.02%
24,779
-14,542
697
$1.14M 0.02%
30,318
-17,857
698
$1.14M 0.02%
15,922
-9,788
699
$1.14M 0.02%
12,371
-7,222
700
$1.14M 0.02%
4,650
-2,579
26 27
28
29 30