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
$5.22B
AUM Growth
+$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$6.72M
3
+$5.68M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.9M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.63M

Top Sells

1
+$53.3M
2
+$6.3M
3
+$4.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.84M
5
ALTR
Altera Corp
ALTR
+$3.57M

Sector Composition

1 Financials 14.59%
2 Healthcare 14.43%
3 Technology 13.33%
4 Industrials 9.99%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$954K 0.02%
23,620
+1,697
727
$953K 0.02%
48,384
+3,642
728
$953K 0.02%
23,316
+1,755
729
$952K 0.02%
80,897
+9,637
730
$952K 0.02%
16,166
+1,916
731
$950K 0.02%
33,839
+3,898
732
$947K 0.02%
22,238
+1,674
733
$943K 0.02%
20,857
+2,459
734
$942K 0.02%
+9,061
735
$940K 0.02%
25,724
+1,936
736
$936K 0.02%
23,869
+2,998
737
$935K 0.02%
34,886
+3,586
738
$934K 0.02%
35,143
+2,381
739
$932K 0.02%
35,445
+2,668
740
$931K 0.02%
28,719
+3,543
741
$925K 0.02%
23,732
+2,801
742
$925K 0.02%
+14,452
743
$924K 0.02%
15,006
+2,491
744
$922K 0.02%
34,869
+2,624
745
$919K 0.02%
25,315
+2,704
746
$918K 0.02%
+40,812
747
$917K 0.02%
26,472
+1,902
748
$913K 0.02%
16,613
+1,250
749
$911K 0.02%
34,493
+4,151
750
$906K 0.02%
17,466
+1,315
28 29
30
31 32