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
$560M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$692K
3
+$448K
4
UBER icon
Uber
UBER
+$306K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$254K

Top Sells

1
+$4.87M
2
+$1.22M
3
+$1.17M
4
MSFT icon
Microsoft
MSFT
+$759K
5
AMZN icon
Amazon
AMZN
+$486K

Sector Composition

1 Technology 16.76%
2 Financials 11.84%
3 Healthcare 10.89%
4 Communication Services 7.93%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.37%
11,759
-476
52
$2.03M 0.36%
64,190
-2,440
53
$2.01M 0.36%
21,370
-843
54
$1.91M 0.34%
14,939
-600
55
$1.88M 0.33%
8,807
-431
56
$1.82M 0.33%
13,861
-679
57
$1.8M 0.32%
33,955
-4,224
58
$1.77M 0.32%
13,812
-602
59
$1.74M 0.31%
28,776
-664
60
$1.71M 0.31%
19,461
-963
61
$1.7M 0.3%
19,219
-1,859
62
$1.65M 0.29%
12,106
-303
63
$1.64M 0.29%
7,152
-279
64
$1.61M 0.29%
13,452
-679
65
$1.61M 0.29%
10,885
-424
66
$1.59M 0.28%
4,083
-167
67
$1.58M 0.28%
28,500
-1,097
68
$1.57M 0.28%
21,079
-833
69
$1.52M 0.27%
30,543
-1,168
70
$1.45M 0.26%
10,448
-390
71
$1.45M 0.26%
706
-38
72
$1.43M 0.25%
11,473
-647
73
$1.36M 0.24%
11,624
-444
74
$1.36M 0.24%
20,929
-792
75
$1.36M 0.24%
22,265
-763
1 2
3
4 5