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
701
$448K 0.02%
3,673
-52
702
$445K 0.02%
17,529
703
$443K 0.02%
4,547
+13
704
$442K 0.02%
12,527
705
$442K 0.02%
28,609
-1,212
706
$442K 0.02%
13,656
+1,174
707
$442K 0.02%
8,385
-165
708
$442K 0.02%
+4,134
709
$441K 0.02%
16,633
+6,411
710
$441K 0.02%
16,740
-18
711
$440K 0.02%
23,512
+336
712
$440K 0.02%
12,818
-1,061
713
$439K 0.02%
5,910
-264
714
$438K 0.02%
+4,009
715
$437K 0.02%
+9,094
716
$436K 0.02%
14,900
+138
717
$435K 0.02%
15,120
-256
718
$434K 0.02%
14,770
+77
719
$434K 0.02%
6,455
+161
720
$433K 0.02%
+10,766
721
$433K 0.02%
11,513
-111
722
$433K 0.02%
47,185
+5,083
723
$428K 0.02%
13,844
-235
724
$425K 0.02%
89,730
+1,429
725
$424K 0.02%
14,604
-185
27 28
29
30 31