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
851
$667K 0.01%
+41,608
852
$665K 0.01%
93,497
+11,327
853
$662K 0.01%
+4,774
854
$661K 0.01%
35,246
+2,653
855
$658K 0.01%
38,873
+8,048
856
$657K 0.01%
14,759
+1,111
857
$656K 0.01%
181,288
+9,747
858
$656K 0.01%
12,212
+872
859
$651K 0.01%
30,809
+2,319
860
$650K 0.01%
1,527
+115
861
$649K 0.01%
37,259
+2,804
862
$648K 0.01%
15,834
+1,192
863
$644K 0.01%
+7,911
864
$643K 0.01%
41,792
+3,145
865
$643K 0.01%
714
+36
866
$642K 0.01%
16,680
+1,255
867
$641K 0.01%
98,361
+7,403
868
$638K 0.01%
38,281
+2,881
869
$635K 0.01%
+10,459
870
$634K 0.01%
+10,080
871
$630K 0.01%
24,316
+1,830
872
$630K 0.01%
18,631
+1,402
873
$629K 0.01%
13,093
+985
874
$624K 0.01%
23,383
+68
875
$623K 0.01%
25,655
+1,931
33 34
35
36 37