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
751
$905K 0.02%
24,125
+3,026
752
$904K 0.02%
31,550
+2,375
753
$903K 0.02%
34,521
+2,253
754
$902K 0.02%
14,056
+1,058
755
$901K 0.02%
19,469
+1,395
756
$895K 0.02%
26,775
+2,015
757
$890K 0.02%
82,045
+6,175
758
$886K 0.02%
96,560
+7,267
759
$882K 0.02%
33,170
+2,496
760
$880K 0.02%
10,944
+824
761
$867K 0.02%
15,419
+1,160
762
$864K 0.02%
40,213
+3,027
763
$860K 0.02%
49,730
+3,743
764
$857K 0.02%
+28,356
765
$856K 0.02%
53,320
+3,810
766
$850K 0.02%
30,996
+2,332
767
$844K 0.02%
18,602
+2,395
768
$838K 0.02%
+9,475
769
$838K 0.02%
32,921
+4,361
770
$834K 0.02%
24,921
+3,003
771
$834K 0.02%
19,507
+1,468
772
$831K 0.02%
+10,217
773
$831K 0.02%
29,974
+2,256
774
$830K 0.02%
96,444
+7,259
775
$826K 0.02%
11,860
+808
29 30
31
32 33