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
676
$1.09M 0.02%
24,348
+4,070
677
$1.09M 0.02%
25,731
+3,047
678
$1.09M 0.02%
42,154
+5,184
679
$1.09M 0.02%
95,022
+11,897
680
$1.08M 0.02%
67,763
+4,901
681
$1.08M 0.02%
36,087
+3,955
682
$1.08M 0.02%
21,372
+6,512
683
$1.08M 0.02%
+9,427
684
$1.08M 0.02%
173,000
+20,425
685
$1.07M 0.02%
41,517
+3,125
686
$1.07M 0.02%
25,948
+1,953
687
$1.07M 0.02%
19,001
+924
688
$1.07M 0.02%
28,795
+3,485
689
$1.06M 0.02%
223,080
+6,800
690
$1.06M 0.02%
17,707
+2,139
691
$1.05M 0.02%
14,465
+1,089
692
$1.05M 0.02%
33,705
+2,537
693
$1.04M 0.02%
18,986
+1,429
694
$1.04M 0.02%
44,772
+3,370
695
$1.04M 0.02%
15,544
+5,444
696
$1.03M 0.02%
+9,594
697
$1.03M 0.02%
13,797
+998
698
$1.02M 0.02%
22,747
+1,712
699
$1.02M 0.02%
49,397
+3,555
700
$1.02M 0.02%
94,691
+6,832
26 27
28
29 30