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
$1.98B
AUM Growth
-$801M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.48M
3 +$983K
4
MAR icon
Marriott International
MAR
+$550K
5
HTZ
Hertz Global Holdings, Inc.
HTZ
+$273K

Top Sells

1 +$85.2M
2 +$28.9M
3 +$23M
4
MSFT icon
Microsoft
MSFT
+$16.1M
5
XOM icon
Exxon Mobil
XOM
+$13.2M

Sector Composition

1 Technology 14.69%
2 Financials 14.47%
3 Healthcare 14.35%
4 Industrials 10.12%
5 Communication Services 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$373K 0.02%
15,216
-1,156
752
$373K 0.02%
13,320
-1,235
753
$369K 0.02%
4,426
-289
754
$368K 0.02%
6,856
-371
755
$368K 0.02%
27,879
756
$367K 0.02%
5,322
-393
757
$367K 0.02%
28,598
-1,768
758
$365K 0.02%
11,606
-730
759
$364K 0.02%
12,095
-837
760
$364K 0.02%
6,176
-460
761
$362K 0.02%
5,030
-334
762
$362K 0.02%
289
-71
763
$361K 0.02%
3,819
-258
764
$361K 0.02%
7,860
-608
765
$360K 0.02%
5,751
-420
766
$360K 0.02%
29,565
-1,912
767
$357K 0.02%
8,258
-474
768
$355K 0.02%
13,835
-935
769
$355K 0.02%
4,262
-296
770
$354K 0.02%
13,675
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771
$353K 0.02%
11,674
-655
772
$352K 0.02%
12,678
-760
773
$351K 0.02%
7,043
-547
774
$350K 0.02%
37,882
-9,303
775
$348K 0.02%
12,673
-573