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
$352M
AUM Growth
-$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$532K

Top Sells

1
+$262M
2
+$79.5M
3
+$50.4M
4
AMZN icon
Amazon
AMZN
+$34.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$34.6M

Sector Composition

1 Technology 14.84%
2 Financials 14.77%
3 Healthcare 14.21%
4 Communication Services 10.06%
5 Real Estate 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-17,743
702
– –
-11,924
703
– –
-3,991
704
– –
-9,286
705
– –
-13,386
706
– –
-26,360
707
– –
-3,997
708
– –
-3,325
709
– –
-12,464
710
– –
-13,861
711
– –
-4,580
712
– –
-4,969
713
– –
-4,724
714
– –
-5,088
715
– –
-29,719
716
– –
-2,178
717
– –
-15,641
718
– –
-11,582
719
– –
-3,712
720
– –
-14,445
721
– –
-9,644
722
– –
-14,252
723
– –
-3,188
724
– –
-5,349
725
– –
-7,462
27 28
29
30 31