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
826
$706K 0.01%
18,072
+1,360
827
$706K 0.01%
12,424
+1,033
828
$706K 0.01%
20,846
+1,569
829
$700K 0.01%
33,728
+4,251
830
$698K 0.01%
11,556
+823
831
$697K 0.01%
13,667
+1,029
832
$695K 0.01%
22,927
+1,726
833
$695K 0.01%
+17,840
834
$695K 0.01%
17,761
+1,337
835
$693K 0.01%
32,256
+2,428
836
$691K 0.01%
12,276
+2,105
837
$689K 0.01%
27,930
+2,102
838
$688K 0.01%
40,756
+12,822
839
$688K 0.01%
14,238
+1,072
840
$686K 0.01%
10,586
+796
841
$682K 0.01%
12,249
+1,598
842
$682K 0.01%
50,826
+5,649
843
$678K 0.01%
23,916
+1,800
844
$677K 0.01%
14,126
+1,063
845
$675K 0.01%
28,756
+2,030
846
$674K 0.01%
35,678
+2,685
847
$672K 0.01%
+10,422
848
$671K 0.01%
+11,461
849
$668K 0.01%
25,063
+3,511
850
$668K 0.01%
19,930
+1,500
32 33
34
35 36