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
776
$824K 0.02%
+11,231
777
$823K 0.02%
33,507
+2,391
778
$822K 0.02%
22,339
+3,955
779
$822K 0.02%
+9,715
780
$820K 0.02%
+13,135
781
$820K 0.02%
+16,738
782
$817K 0.02%
117,293
+7,845
783
$817K 0.02%
21,955
+1,560
784
$813K 0.02%
19,051
+1,434
785
$810K 0.02%
19,095
+1,437
786
$809K 0.02%
40,527
+759
787
$809K 0.02%
54,801
+4,125
788
$806K 0.02%
54,302
+3,635
789
$796K 0.02%
28,467
+4,184
790
$795K 0.02%
15,330
+1,154
791
$793K 0.02%
19,358
+3,741
792
$788K 0.02%
22,302
+2,643
793
$787K 0.02%
40,404
+2,856
794
$785K 0.02%
42,547
+3,202
795
$785K 0.02%
24,722
+1,861
796
$781K 0.02%
21,506
+2,444
797
$780K 0.02%
53,719
+3,821
798
$776K 0.01%
28,788
+2,036
799
$774K 0.01%
38,221
-5,474
800
$769K 0.01%
19,670
+1,480
30 31
32
33 34