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
$2.78B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$76.4M
2
+$7.08M
3
+$4.15M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.13M
5
SPGI icon
S&P Global
SPGI
+$3.83M

Top Sells

1
+$7.75M
2
+$3.63M
3
+$2.98M
4
MSFT icon
Microsoft
MSFT
+$2.88M
5
AAPL icon
Apple
AAPL
+$2.79M

Sector Composition

1 Healthcare 14.37%
2 Financials 13.31%
3 Technology 13.18%
4 Industrials 9.44%
5 Consumer Staples 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$477K 0.02%
22,472
-1,499
677
$477K 0.02%
11,984
+873
678
$477K 0.02%
6,279
+23
679
$476K 0.02%
10,794
-572
680
$476K 0.02%
10,315
-311
681
$475K 0.02%
15,629
+141
682
$474K 0.02%
12,452
-310
683
$474K 0.02%
+13,296
684
$473K 0.02%
+7,096
685
$473K 0.02%
6,568
+96
686
$472K 0.02%
9,795
+281
687
$471K 0.02%
24,416
-1,758
688
$471K 0.02%
4,451
-189
689
$470K 0.02%
51,538
-741
690
$470K 0.02%
8,207
-40
691
$465K 0.02%
17,854
-536
692
$464K 0.02%
7,204
-283
693
$464K 0.02%
+7,241
694
$462K 0.02%
73,155
+1,790
695
$461K 0.02%
16,492
+1,884
696
$458K 0.02%
31,231
+1,187
697
$455K 0.02%
30,366
+13,951
698
$454K 0.02%
5,700
-1,600
699
$451K 0.02%
+7,308
700
$449K 0.02%
+15,237
26 27
28
29 30