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
51
$1.58M 0.45%
5,461
-30,891
52
$1.57M 0.45%
700
-3,953
53
$1.56M 0.44%
17,458
-98,348
54
$1.51M 0.43%
15,198
-86,024
55
$1.51M 0.43%
20,800
-117,589
56
$1.49M 0.42%
22,980
-129,643
57
$1.49M 0.42%
20,200
-113,808
58
$1.48M 0.42%
53,370
-300,700
59
$1.47M 0.42%
13,810
-77,827
60
$1.45M 0.41%
14,223
-80,469
61
$1.43M 0.41%
4,737
-26,802
62
$1.37M 0.39%
11,134
-62,760
63
$1.36M 0.39%
24,204
-113,606
64
$1.34M 0.38%
8,833
-49,797
65
$1.33M 0.38%
9,788
-55,188
66
$1.32M 0.37%
18,756
-105,690
67
$1.31M 0.37%
12,660
-71,754
68
$1.31M 0.37%
6,167
-34,720
69
$1.28M 0.36%
12,174
-68,939
70
$1.27M 0.36%
7,874
-44,370
71
$1.26M 0.36%
12,379
-79,020
72
$1.22M 0.35%
3,600
-20,421
73
$976K 0.28%
2,236
-16,594
74
$958K 0.27%
16,678
-123,614
75
$948K 0.27%
11,386
-84,534
1 2
3
4 5