IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
-$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$506K

Top Sells

1
+$263M
2
+$57.7M
3
+$38.8M
4
XOM icon
Exxon Mobil
XOM
+$27.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$26.3M

Sector Composition

1 Technology 14.84%
2 Financials 14.77%
3 Healthcare 14.21%
4 Communication Services 10.06%
5 Real Estate 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
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-12,068
802
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-7,651
803
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804
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805
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806
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807
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808
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809
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810
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-28,781
811
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-11,111
812
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813
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-112,750
814
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-2,675
815
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816
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-26,758
817
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-8,641
818
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819
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820
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821
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822
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823
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824
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825
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-11,779
31 32
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