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
751
$1.02M 0.02%
38,361
-21,235
752
$1.02M 0.02%
26,714
-15,449
753
$1.02M 0.02%
11,650
-6,718
754
$1.02M 0.02%
37,479
-21,586
755
$1.02M 0.02%
10,275
-5,971
756
$1.02M 0.02%
221,160
-127,952
757
$1.02M 0.02%
28,002
-15,296
758
$1.02M 0.02%
20,435
-11,349
759
$1.01M 0.02%
29,938
-17,380
760
$1.01M 0.02%
26,567
-15,485
761
$1.01M 0.02%
19,522
-11,419
762
$1.01M 0.02%
29,020
-17,260
763
$1.01M 0.02%
52,620
-30,816
764
$1M 0.02%
25,261
-14,308
765
$997K 0.02%
15,739
-9,069
766
$995K 0.02%
10,226
-6,409
767
$993K 0.02%
35,544
-20,907
768
$991K 0.02%
12,638
-7,266
769
$989K 0.02%
6,573
-3,780
770
$984K 0.02%
26,047
-15,397
771
$980K 0.02%
10,889
-4,493
772
$978K 0.02%
54,368
-31,359
773
$972K 0.02%
35,409
-21,956
774
$967K 0.02%
33,566
-16,594
775
$956K 0.02%
46,141
-27,469
29 30
31
32 33