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
$5.22B
AUM Growth
+$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$6.72M
3
+$5.68M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.9M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.63M

Top Sells

1
+$53.3M
2
+$6.3M
3
+$4.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.84M
5
ALTR
Altera Corp
ALTR
+$3.57M

Sector Composition

1 Financials 14.59%
2 Healthcare 14.43%
3 Technology 13.33%
4 Industrials 9.99%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$621K 0.01%
21,659
+1,630
877
$621K 0.01%
20,010
+1,506
878
$620K 0.01%
25,236
+4,583
879
$617K 0.01%
12,713
+957
880
$606K 0.01%
+124,640
881
$604K 0.01%
28,070
+5,340
882
$602K 0.01%
+10,262
883
$600K 0.01%
14,665
+1,104
884
$595K 0.01%
+5,840
885
$591K 0.01%
+10,529
886
$590K 0.01%
55,910
+4,208
887
$590K 0.01%
+19,150
888
$585K 0.01%
+7,778
889
$584K 0.01%
19,114
+1,439
890
$580K 0.01%
53,212
+4,004
891
$577K 0.01%
+5,443
892
$569K 0.01%
19,840
+1,832
893
$568K 0.01%
41,564
+3,128
894
$568K 0.01%
49,352
+3,715
895
$567K 0.01%
20,384
+1,534
896
$565K 0.01%
13,556
+1,020
897
$565K 0.01%
21,397
+1,610
898
$556K 0.01%
21,467
+1,380
899
$551K 0.01%
39,035
+2,938
900
$550K 0.01%
+3,685
34 35
36
37 38