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
$1.98B
AUM Growth
-$801M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.48M
3
+$983K
4
MAR icon
Marriott International
MAR
+$550K
5
HTZ
Hertz Global Holdings, Inc.
HTZ
+$273K

Top Sells

1
+$85.2M
2
+$28.9M
3
+$23M
4
MSFT icon
Microsoft
MSFT
+$16.1M
5
XOM icon
Exxon Mobil
XOM
+$13.2M

Sector Composition

1 Technology 14.69%
2 Financials 14.47%
3 Healthcare 14.35%
4 Industrials 10.12%
5 Communication Services 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$286K 0.01%
10,066
-379
852
$286K 0.01%
5,167
-382
853
$285K 0.01%
2,121
-121
854
$282K 0.01%
12,312
-851
855
$281K 0.01%
7,300
856
$281K 0.01%
7,124
-519
857
$280K 0.01%
15,230
-1,054
858
$280K 0.01%
21,497
-292
859
$276K 0.01%
9,850
-681
860
$275K 0.01%
3,342
-226
861
$273K 0.01%
13,241
-858
862
$273K 0.01%
+7,837
863
$273K 0.01%
7,463
-375
864
$272K 0.01%
9,107
-235
865
$272K 0.01%
5,177
-128
866
$270K 0.01%
462
-12
867
$270K 0.01%
7,895
-550
868
$269K 0.01%
29,122
-1,949
869
$268K 0.01%
9,044
-392
870
$268K 0.01%
6,438
-440
871
$268K 0.01%
8,744
-497
872
$267K 0.01%
5,727
-343
873
$266K 0.01%
4,891
-231
874
$266K 0.01%
38,504
-2,804
875
$266K 0.01%
3,901
-359
33 34
35
36 37