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
826
$322K 0.01%
20,682
-2,089
827
$322K 0.01%
360
+14
828
$321K 0.01%
23,273
+336
829
$320K 0.01%
6,206
-38
830
$319K 0.01%
4,558
-4
831
$317K 0.01%
6,614
-135
832
$315K 0.01%
14,626
-249
833
$315K 0.01%
4,861
+229
834
$313K 0.01%
10,622
+889
835
$312K 0.01%
16,596
-1,224
836
$311K 0.01%
13,246
-1,943
837
$311K 0.01%
14,579
+16
838
$310K 0.01%
8,835
-488
839
$309K 0.01%
6,570
-359
840
$308K 0.01%
10,024
-218
841
$308K 0.01%
743
-124
842
$308K 0.01%
+9,425
843
$307K 0.01%
7,838
-378
844
$303K 0.01%
10,342
-163
845
$303K 0.01%
8,785
846
$303K 0.01%
32,491
+1,944
847
$303K 0.01%
2,242
-129
848
$302K 0.01%
8,536
+390
849
$300K 0.01%
2,096
-3
850
$299K 0.01%
4,366
-225
32 33
34
35 36