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
776
$369K 0.01%
27,511
-78
777
$369K 0.01%
2,623
-13
778
$369K 0.01%
7,590
-762
779
$367K 0.01%
41,642
-1,767
780
$365K 0.01%
6,171
-1,490
781
$365K 0.01%
10,531
+688
782
$364K 0.01%
4,721
-323
783
$364K 0.01%
12,569
-694
784
$364K 0.01%
8,732
+157
785
$361K 0.01%
4,271
-263
786
$359K 0.01%
12,329
-746
787
$357K 0.01%
12,336
+147
788
$356K 0.01%
10,846
-567
789
$356K 0.01%
21,040
-337
790
$354K 0.01%
16,408
-1,180
791
$353K 0.01%
26,058
-3,473
792
$351K 0.01%
7,351
-20
793
$351K 0.01%
7,600
-1,200
794
$350K 0.01%
31,609
+13,325
795
$349K 0.01%
18,884
-498
796
$348K 0.01%
+5,035
797
$347K 0.01%
20,339
-1,395
798
$346K 0.01%
35,538
+172
799
$345K 0.01%
3,895
+3
800
$344K 0.01%
16,809
-3,565
30 31
32
33 34