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 14.87%
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
– –
-21,673
702
– –
-16,664
703
– –
-4,438
704
– –
-15,815
705
– –
-45,610
706
– –
-7,441
707
– –
-31,508
708
– –
-6,147
709
– –
-6,371
710
– –
-5,731
711
– –
-9,633
712
– –
-32,115
713
– –
-2,831
714
– –
-11,226
715
– –
-20,835
716
– –
-6,427
717
– –
-7,267
718
– –
-38,341
719
– –
-11,623
720
– –
-7,064
721
– –
-25,673
722
– –
-14,852
723
– –
-29,339
724
– –
-6,301
725
– –
-3,583
27 28
29
30 31