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
776
$955K 0.02%
29,140
-16,192
777
$953K 0.02%
22,048
-12,941
778
$945K 0.02%
46,985
-27,511
779
$941K 0.02%
22,556
-12,314
780
$940K 0.02%
34,268
-16,984
781
$940K 0.02%
15,741
-8,991
782
$935K 0.02%
19,827
-11,275
783
$931K 0.02%
53,716
-31,701
784
$927K 0.02%
38,602
-22,274
785
$923K 0.02%
2,335
-1,361
786
$923K 0.02%
14,393
-8,161
787
$922K 0.02%
11,116
-6,059
788
$921K 0.02%
8,587
-3,796
789
$920K 0.02%
16,210
-9,278
790
$919K 0.02%
26,876
-15,731
791
$917K 0.02%
11,517
-6,781
792
$916K 0.02%
42,221
-24,424
793
$915K 0.02%
10,877
-6,367
794
$915K 0.02%
30,174
-18,063
795
$913K 0.02%
28,550
-16,604
796
$908K 0.02%
49,919
-28,780
797
$903K 0.02%
58,048
-33,354
798
$901K 0.02%
49,402
-28,883
799
$898K 0.02%
64,042
-40,866
800
$897K 0.02%
1,478
-834
30 31
32
33 34