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
826
$840K 0.02%
29,432
-17,085
827
$840K 0.02%
18,971
-11,071
828
$839K 0.02%
24,760
-14,789
829
$836K 0.02%
87,553
-49,263
830
$834K 0.02%
23,558
-14,769
831
$833K 0.02%
24,023
-13,941
832
$832K 0.02%
40,532
-23,484
833
$830K 0.02%
12,715
-7,286
834
$827K 0.02%
14,921
-8,604
835
$827K 0.02%
34,440
-17,353
836
$821K 0.02%
5,172
-3,004
837
$817K 0.02%
11,110
-6,382
838
$814K 0.02%
101,062
-58,568
839
$808K 0.02%
20,300
-11,611
840
$808K 0.02%
40,527
-23,771
841
$805K 0.02%
12,187
-7,134
842
$803K 0.02%
17,990
-10,624
843
$802K 0.02%
43,975
-25,576
844
$801K 0.02%
16,698
-9,674
845
$793K 0.02%
11,550
-6,546
846
$791K 0.02%
25,224
-13,939
847
$783K 0.02%
36,292
-21,168
848
$782K 0.02%
37,775
-21,850
849
$777K 0.02%
29,218
-16,942
850
$776K 0.02%
11,717
-6,874
32 33
34
35 36