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
826
– –
-35,390
827
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-6,020
828
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-11,315
829
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-4,857
830
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831
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-13,279
832
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-4,270
833
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-5,235
834
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-49,936
835
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-7,023
836
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-11,594
837
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-13,295
838
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-14,469
839
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840
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-27,009
841
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-7,243
842
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-12,283
843
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-10,112
844
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-8,055
845
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846
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-3,474
847
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-9,166
848
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-31,900
849
– –
-7,199
850
– –
-28,781
32 33
34
35 36