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
$8.11B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$176M
3
+$137M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$128M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$126M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.8%
2 Technology 12.81%
3 Healthcare 12.25%
4 Industrials 10.28%
5 Energy 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.79M 0.02%
+85,107
702
$1.79M 0.02%
+34,278
703
$1.79M 0.02%
+35,725
704
$1.78M 0.02%
+140,389
705
$1.77M 0.02%
+31,895
706
$1.77M 0.02%
+12,367
707
$1.77M 0.02%
+98,069
708
$1.76M 0.02%
+109,288
709
$1.76M 0.02%
+35,995
710
$1.76M 0.02%
+21,637
711
$1.76M 0.02%
+92,719
712
$1.75M 0.02%
+50,109
713
$1.75M 0.02%
+86,540
714
$1.75M 0.02%
+40,676
715
$1.75M 0.02%
+48,404
716
$1.75M 0.02%
+79,237
717
$1.74M 0.02%
+56,557
718
$1.74M 0.02%
+20,863
719
$1.74M 0.02%
+158,931
720
$1.74M 0.02%
+26,791
721
$1.74M 0.02%
+63,103
722
$1.74M 0.02%
+113,465
723
$1.73M 0.02%
+39,825
724
$1.73M 0.02%
+100,604
725
$1.73M 0.02%
+78,351
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