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
$5.03B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$5.03M
3
+$4.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.44M
5
IEV icon
iShares Europe ETF
IEV
+$2.92M

Top Sells

1
+$71.2M
2
+$61.3M
3
+$48.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$42.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$38.9M

Sector Composition

1 Financials 15.16%
2 Technology 13.58%
3 Healthcare 13.3%
4 Industrials 10.9%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.14M 0.02%
15,934
-9,142
702
$1.14M 0.02%
47,572
-45,370
703
$1.14M 0.02%
7,898
-4,598
704
$1.13M 0.02%
19,286
-10,974
705
$1.13M 0.02%
37,661
-21,944
706
$1.13M 0.02%
70,582
-40,100
707
$1.12M 0.02%
18,934
-11,198
708
$1.12M 0.02%
29,738
-17,316
709
$1.11M 0.02%
69,627
-40,926
710
$1.11M 0.02%
31,192
-17,824
711
$1.11M 0.02%
13,086
-7,617
712
$1.11M 0.02%
272,249
-166,096
713
$1.11M 0.02%
43,672
-25,309
714
$1.1M 0.02%
33,764
-11,154
715
$1.1M 0.02%
25,520
-15,120
716
$1.1M 0.02%
34,914
-24,163
717
$1.1M 0.02%
12,268
-7,224
718
$1.1M 0.02%
69,913
-40,323
719
$1.1M 0.02%
14,856
-8,970
720
$1.1M 0.02%
29,074
-62,138
721
$1.1M 0.02%
16,387
-9,392
722
$1.1M 0.02%
12,258
-7,105
723
$1.09M 0.02%
10,095
-5,886
724
$1.09M 0.02%
11,461
-6,685
725
$1.09M 0.02%
24,729
-14,404
27 28
29
30 31