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
851
$772K 0.02%
16,637
-8,767
852
$767K 0.02%
39,745
-23,752
853
$766K 0.02%
59,776
-34,816
854
$762K 0.02%
1,771
-1,038
855
$761K 0.02%
122,652
-71,976
856
$760K 0.02%
41,638
-23,915
857
$759K 0.02%
11,377
-6,649
858
$752K 0.02%
19,315
-11,062
859
$748K 0.01%
167,820
-97,110
860
$746K 0.01%
+11,044
861
$739K 0.01%
59,215
-35,534
862
$738K 0.01%
10,912
-6,246
863
$736K 0.01%
12,066
-7,348
864
$733K 0.01%
10,950
-4,876
865
$731K 0.01%
14,330
-8,249
866
$731K 0.01%
+37,290
867
$726K 0.01%
40,433
-23,605
868
$724K 0.01%
41,063
-22,308
869
$723K 0.01%
15,444
-9,035
870
$721K 0.01%
22,142
-13,066
871
$716K 0.01%
23,546
-13,716
872
$716K 0.01%
48,558
-28,532
873
$706K 0.01%
22,860
-13,326
874
$701K 0.01%
13,187
-9,287
875
$700K 0.01%
+22,224
33 34
35
36 37