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
$532M
AUM Growth
-$515K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$772K
3
+$467K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$409K
5
GPN icon
Global Payments
GPN
+$341K

Top Sells

1
+$782K
2
+$550K
3
+$517K
4
AAPL icon
Apple
AAPL
+$467K
5
AR icon
Antero Resources
AR
+$434K

Sector Composition

1 Technology 15.36%
2 Financials 11.98%
3 Healthcare 10.54%
4 Communication Services 7.99%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.36%
24,984
-269
52
$1.89M 0.36%
7,063
-76
53
$1.86M 0.35%
14,414
-168
54
$1.84M 0.35%
66,630
-700
55
$1.81M 0.34%
20,424
-429
56
$1.79M 0.34%
9,238
-98
57
$1.72M 0.32%
29,440
-328
58
$1.7M 0.32%
390,280
-4,200
59
$1.66M 0.31%
4,250
-40
60
$1.64M 0.31%
7,431
-79
61
$1.63M 0.31%
14,540
-161
62
$1.61M 0.3%
21,078
-220
63
$1.59M 0.3%
12,409
-125
64
$1.55M 0.29%
11,309
-124
65
$1.55M 0.29%
14,131
-350
66
$1.46M 0.27%
744
-20
67
$1.45M 0.27%
12,068
-125
68
$1.44M 0.27%
10,838
+5,816
69
$1.43M 0.27%
12,120
-121
70
$1.41M 0.27%
27,837
-299
71
$1.38M 0.26%
21,912
-233
72
$1.38M 0.26%
21,721
-232
73
$1.37M 0.26%
24,787
-243
74
$1.34M 0.25%
6,216
-59
75
$1.32M 0.25%
29,597
-317
1 2
3
4 5