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
$8.11B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$176M
3
+$137M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$128M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$126M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.8%
2 Technology 12.81%
3 Healthcare 12.25%
4 Industrials 10.28%
5 Energy 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.72M 0.02%
+41,905
727
$1.71M 0.02%
+22,772
728
$1.71M 0.02%
+69,574
729
$1.71M 0.02%
+20,872
730
$1.7M 0.02%
+30,871
731
$1.7M 0.02%
+65,304
732
$1.7M 0.02%
+31,411
733
$1.7M 0.02%
+21,891
734
$1.69M 0.02%
+208,832
735
$1.68M 0.02%
+133,020
736
$1.68M 0.02%
+51,789
737
$1.68M 0.02%
+39,740
738
$1.68M 0.02%
+19,777
739
$1.68M 0.02%
+25,454
740
$1.68M 0.02%
+18,555
741
$1.67M 0.02%
+64,286
742
$1.67M 0.02%
+35,369
743
$1.66M 0.02%
+139,156
744
$1.66M 0.02%
+42,765
745
$1.66M 0.02%
+35,128
746
$1.66M 0.02%
+57,785
747
$1.66M 0.02%
+194,866
748
$1.65M 0.02%
+27,027
749
$1.65M 0.02%
+164,070
750
$1.65M 0.02%
+66,125
28 29
30
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