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
801
$759K 0.01%
6,577
-11,841
802
$755K 0.01%
18,937
+3,342
803
$755K 0.01%
77,006
+23,798
804
$752K 0.01%
12,525
+943
805
$748K 0.01%
+1,965
806
$745K 0.01%
25,978
+1,955
807
$743K 0.01%
41,071
+2,909
808
$743K 0.01%
12,553
+888
809
$736K 0.01%
26,282
+1,978
810
$734K 0.01%
104,748
+13,152
811
$725K 0.01%
23,501
+1,769
812
$724K 0.01%
33,002
+2,485
813
$724K 0.01%
22,144
+1,667
814
$721K 0.01%
19,323
+6,758
815
$720K 0.01%
42,287
+5,231
816
$720K 0.01%
28,454
+2,142
817
$719K 0.01%
24,821
+1,868
818
$715K 0.01%
12,683
+3,908
819
$713K 0.01%
26,901
+1,897
820
$713K 0.01%
13,550
+1,629
821
$712K 0.01%
+7,983
822
$710K 0.01%
+6,065
823
$710K 0.01%
21,928
+1,650
824
$710K 0.01%
48,201
+3,628
825
$707K 0.01%
70,345
+32,706
31 32
33
34 35