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
701
$1.02M 0.02%
17,552
+1,679
702
$1.02M 0.02%
36,433
+2,742
703
$1.01M 0.02%
+33,809
704
$1.01M 0.02%
41,122
+4,996
705
$1.01M 0.02%
+1,384
706
$1.01M 0.02%
22,516
+1,695
707
$1M 0.02%
37,581
+4,312
708
$998K 0.02%
55,873
+4,205
709
$997K 0.02%
30,777
+2,316
710
$993K 0.02%
37,624
+4,397
711
$990K 0.02%
56,228
+4,068
712
$989K 0.02%
27,421
+5,325
713
$987K 0.02%
28,532
+2,052
714
$986K 0.02%
76,869
+24,143
715
$977K 0.02%
40,671
+3,060
716
$972K 0.02%
99,176
+7,464
717
$967K 0.02%
43,066
+5,038
718
$967K 0.02%
+16,960
719
$966K 0.02%
35,354
+2,386
720
$963K 0.02%
109,167
+12,368
721
$962K 0.02%
46,602
+3,507
722
$961K 0.02%
31,427
+2,365
723
$957K 0.02%
38,315
+4,323
724
$956K 0.02%
17,444
+3,103
725
$955K 0.02%
63,624
+4,589
27 28
29
30 31