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
776
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8,910
-506
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$347K 0.02%
2,466
-157
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$346K 0.02%
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$342K 0.02%
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$341K 0.02%
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18,105
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$329K 0.02%
9,506
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800
$329K 0.02%
4,978
-341