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
$2.78B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$76.4M
2
+$7.08M
3
+$4.15M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.13M
5
SPGI icon
S&P Global
SPGI
+$3.83M

Top Sells

1
+$7.75M
2
+$3.63M
3
+$2.98M
4
MSFT icon
Microsoft
MSFT
+$2.88M
5
AAPL icon
Apple
AAPL
+$2.79M

Sector Composition

1 Healthcare 14.37%
2 Financials 13.31%
3 Technology 13.18%
4 Industrials 9.44%
5 Consumer Staples 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$423K 0.02%
7,442
-1,069
727
$421K 0.02%
+5,435
728
$420K 0.02%
15,617
-2,061
729
$419K 0.02%
7,559
+76
730
$419K 0.02%
7,227
+16
731
$418K 0.02%
14,840
-112
732
$417K 0.02%
3,830
-447
733
$415K 0.01%
+34,870
734
$414K 0.01%
9,137
-196
735
$413K 0.01%
11,800
-21
736
$413K 0.01%
+15,258
737
$411K 0.01%
20,448
-561
738
$408K 0.01%
7,359
+1,311
739
$408K 0.01%
15,192
-1,216
740
$406K 0.01%
8,468
-153
741
$405K 0.01%
23,988
-463
742
$404K 0.01%
32,212
-761
743
$404K 0.01%
20,504
-1,066
744
$404K 0.01%
9,262
-395
745
$403K 0.01%
14,293
-3,888
746
$403K 0.01%
12,147
-1,480
747
$402K 0.01%
13,023
-723
748
$401K 0.01%
12,932
+2,283
749
$400K 0.01%
475
-118
750
$400K 0.01%
39,767
-1,449
28 29
30
31 32