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
801
$344K 0.01%
8,927
-228
802
$342K 0.01%
5,364
-16
803
$341K 0.01%
13,438
-841
804
$340K 0.01%
11,472
+1,169
805
$339K 0.01%
19,064
-1,439
806
$338K 0.01%
2,751
-169
807
$338K 0.01%
4,785
+13
808
$337K 0.01%
9,421
-1,373
809
$337K 0.01%
14,169
-2
810
$337K 0.01%
14,555
-861
811
$337K 0.01%
5,715
+26
812
$334K 0.01%
6,611
+931
813
$332K 0.01%
5,329
-280
814
$332K 0.01%
6,982
-345
815
$332K 0.01%
31,477
-1,778
816
$331K 0.01%
7,032
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817
$331K 0.01%
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818
$330K 0.01%
5,404
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819
$328K 0.01%
13,090
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820
$327K 0.01%
17,449
-97
821
$325K 0.01%
13,023
-532
822
$325K 0.01%
5,319
-123
823
$324K 0.01%
7,521
-189
824
$323K 0.01%
7,207
-111
825
$323K 0.01%
14,099
-1,314
31 32
33
34 35