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
$352M
AUM Growth
-$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$532K

Top Sells

1
+$262M
2
+$79.5M
3
+$50.4M
4
AMZN icon
Amazon
AMZN
+$34.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$34.6M

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
– –
-3,177
852
– –
-17,832
853
– –
-24,852
854
– –
-18,977
855
– –
-26,843
856
– –
-8,534
857
– –
-6,271
858
– –
-16,065
859
– –
-15,913
860
– –
-27,717
861
– –
-12,215
862
– –
-7,274
863
– –
-22,675
864
– –
-52,625
865
– –
-5,588
866
– –
-5,531
867
– –
-26,451
868
– –
-10,635
869
– –
-93,730
870
– –
-4,530
871
– –
-13,837
872
– –
-16,253
873
– –
-7,705
874
– –
-8,924
875
– –
-5,738
33 34
35
36 37