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
801
$897K 0.02%
18,825
-10,751
802
$895K 0.02%
21,852
-12,507
803
$894K 0.02%
105,804
-62,050
804
$890K 0.02%
49,585
-28,442
805
$888K 0.02%
12,652
-7,553
806
$887K 0.02%
38,084
-22,156
807
$887K 0.02%
28,019
-16,899
808
$886K 0.02%
17,932
-10,448
809
$873K 0.02%
35,105
810
$873K 0.02%
17,954
-9,885
811
$869K 0.02%
19,396
-11,061
812
$869K 0.02%
26,582
-15,752
813
$867K 0.02%
16,344
-9,711
814
$864K 0.02%
23,475
-1,886
815
$861K 0.02%
47,553
-23,581
816
$860K 0.02%
29,318
-17,440
817
$859K 0.02%
34,381
-19,428
818
$859K 0.02%
14,432
-8,613
819
$857K 0.02%
9,043
-5,063
820
$857K 0.02%
24,624
-13,245
821
$856K 0.02%
41,630
-25,000
822
$853K 0.02%
14,021
-8,449
823
$852K 0.02%
50,564
-29,538
824
$851K 0.02%
22,294
-15,926
825
$841K 0.02%
25,858
-14,703
31 32
33
34 35