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
$5.03B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$5.03M
3
+$4.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.44M
5
IEV icon
iShares Europe ETF
IEV
+$2.92M

Top Sells

1
+$71.2M
2
+$61.3M
3
+$48.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$42.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$38.9M

Sector Composition

1 Financials 15.16%
2 Technology 13.58%
3 Healthcare 13.3%
4 Industrials 10.9%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.09M 0.02%
16,988
-9,874
727
$1.09M 0.02%
32,305
-17,647
728
$1.08M 0.02%
13,888
-8,424
729
$1.08M 0.02%
24,222
-14,131
730
$1.07M 0.02%
34,893
-20,657
731
$1.07M 0.02%
86,832
-47,670
732
$1.06M 0.02%
64,105
-37,822
733
$1.06M 0.02%
52,861
-30,846
734
$1.06M 0.02%
36,883
-19,701
735
$1.06M 0.02%
33,449
-19,767
736
$1.06M 0.02%
111,386
-64,965
737
$1.06M 0.02%
41,277
-23,358
738
$1.05M 0.02%
10,703
-6,176
739
$1.05M 0.02%
13,388
-7,710
740
$1.05M 0.02%
1,795
-991
741
$1.05M 0.02%
36,358
-21,358
742
$1.05M 0.02%
24,790
-12,262
743
$1.05M 0.02%
46,504
-27,054
744
$1.04M 0.02%
37,934
-22,136
745
$1.04M 0.02%
19,379
-11,239
746
$1.03M 0.02%
42,876
-25,389
747
$1.03M 0.02%
12,759
-7,433
748
$1.03M 0.02%
24,858
-13,972
749
$1.03M 0.02%
19,311
-10,996
750
$1.02M 0.02%
13,561
-7,850
28 29
30
31 32