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
$590M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.13M
3
+$868K
4
MSFT icon
Microsoft
MSFT
+$782K
5
AMZN icon
Amazon
AMZN
+$636K

Top Sells

1
+$960K
2
+$708K
3
+$624K
4
BTI icon
British American Tobacco
BTI
+$405K
5
LVLT
Level 3 Communications Inc
LVLT
+$233K

Sector Composition

1 Technology 17.54%
2 Financials 17.44%
3 Healthcare 14.22%
4 Communication Services 10.79%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.57M 0.44%
15,314
-62
52
$2.56M 0.43%
36,495
-206
53
$2.54M 0.43%
34,324
-183
54
$2.52M 0.43%
32,073
-250
55
$2.42M 0.41%
8,673
-464
56
$2.42M 0.41%
14,000
-176
57
$2.4M 0.41%
35,328
+2,391
58
$2.33M 0.4%
12,154
-133
59
$2.3M 0.39%
1,208
-12
60
$2.25M 0.38%
27,924
-207
61
$2.25M 0.38%
38,238
-803
62
$2.23M 0.38%
24,103
-207
63
$2.23M 0.38%
17,032
-121
64
$2.19M 0.37%
10,757
-129
65
$2.19M 0.37%
34,860
-267
66
$2.18M 0.37%
19,090
-205
67
$2.18M 0.37%
6,196
-7
68
$2.13M 0.36%
101,140
-790
69
$2.09M 0.35%
20,518
-868
70
$2.05M 0.35%
+111,720
71
$2.04M 0.35%
9,823
+98
72
$2M 0.34%
46,548
+772
73
$2M 0.34%
25,103
-210
74
$1.94M 0.33%
17,800
-664
75
$1.92M 0.33%
19,159
-87
1 2
3
4 5