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
851
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-7,038
852
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853
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854
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-14,398
855
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856
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857
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-7,549
858
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859
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-10,905
860
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-3,842
861
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-9,310
862
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-16,704
863
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-2,097
864
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-10,346
865
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866
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-4,217
867
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-3,687
868
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869
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870
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871
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-6,621
872
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-7,660
873
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-27,717
874
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-12,215
875
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-7,274
33 34
35
36 37