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
751
$399K 0.01%
19,049
+671
752
$398K 0.01%
8,822
-378
753
$397K 0.01%
33,236
-3,321
754
$397K 0.01%
+7,139
755
$396K 0.01%
8,753
+87
756
$396K 0.01%
12,676
+1,848
757
$395K 0.01%
+8,681
758
$393K 0.01%
9,717
-958
759
$392K 0.01%
11,080
-716
760
$391K 0.01%
13,163
+832
761
$390K 0.01%
10,702
-1,131
762
$390K 0.01%
9,361
-465
763
$389K 0.01%
4,715
-2
764
$389K 0.01%
16,372
-2,024
765
$388K 0.01%
40,668
-5,068
766
$387K 0.01%
16,515
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767
$387K 0.01%
15,279
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768
$386K 0.01%
6,636
-356
769
$385K 0.01%
21,811
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770
$383K 0.01%
12,870
+100
771
$383K 0.01%
+4,077
772
$382K 0.01%
15,123
+698
773
$378K 0.01%
9,416
-97
774
$376K 0.01%
10,354
+1,451
775
$371K 0.01%
7,643
+49
29 30
31
32 33