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
851
$297K 0.01%
6,311
-50
852
$297K 0.01%
21,508
-2,976
853
$297K 0.01%
+9,241
854
$296K 0.01%
+9,131
855
$296K 0.01%
2,482
-94
856
$296K 0.01%
7,615
+1,734
857
$295K 0.01%
4,284
-163
858
$295K 0.01%
9,889
-40
859
$293K 0.01%
16,284
+70
860
$293K 0.01%
4,019
-30
861
$292K 0.01%
4,260
-163
862
$292K 0.01%
6,125
-376
863
$292K 0.01%
17,372
-282
864
$292K 0.01%
9,123
+34
865
$290K 0.01%
18,195
-326
866
$287K 0.01%
18,599
+187
867
$286K 0.01%
9,627
-2
868
$286K 0.01%
10,445
-1,334
869
$285K 0.01%
3,568
+84
870
$285K 0.01%
5,072
+65
871
$284K 0.01%
5,305
-235
872
$283K 0.01%
12,162
+110
873
$283K 0.01%
21,789
-2,864
874
$282K 0.01%
6,172
-262
875
$282K 0.01%
9,537
+12
33 34
35
36 37