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
$5.03B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$5.03M
3
+$4.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.44M
5
IEV icon
iShares Europe ETF
IEV
+$2.92M

Top Sells

1
+$71.2M
2
+$61.3M
3
+$48.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$42.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$38.9M

Sector Composition

1 Financials 15.16%
2 Technology 13.58%
3 Healthcare 13.3%
4 Industrials 10.9%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$700K 0.01%
20,161
-12,232
877
$698K 0.01%
16,179
-9,381
878
$697K 0.01%
15,489
-9,093
879
$694K 0.01%
23,138
-12,489
880
$693K 0.01%
11,575
-6,665
881
$690K 0.01%
23,794
-13,629
882
$684K 0.01%
11,009
-6,493
883
$684K 0.01%
40,612
-24,041
884
$683K 0.01%
8,190
-4,703
885
$682K 0.01%
50,772
-29,604
886
$679K 0.01%
19,743
-11,716
887
$677K 0.01%
12,575
-7,347
888
$676K 0.01%
18,451
-10,634
889
$675K 0.01%
38,931
-26,783
890
$670K 0.01%
24,943
-14,728
891
$669K 0.01%
10,835
-6,127
892
$666K 0.01%
13,420
-8,289
893
$665K 0.01%
10,842
-6,320
894
$664K 0.01%
15,486
-8,952
895
$661K 0.01%
18,696
-10,206
896
$659K 0.01%
21,000
-10,931
897
$659K 0.01%
11,967
-6,898
898
$658K 0.01%
5,083
-2,896
899
$656K 0.01%
11,252
-6,749
900
$655K 0.01%
10,559
-6,125
34 35
36
37 38