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
$2.78B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$76.4M
2
+$7.08M
3
+$4.15M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.13M
5
SPGI icon
S&P Global
SPGI
+$3.83M

Top Sells

1
+$7.75M
2
+$3.63M
3
+$2.98M
4
MSFT icon
Microsoft
MSFT
+$2.88M
5
AAPL icon
Apple
AAPL
+$2.79M

Sector Composition

1 Healthcare 14.37%
2 Financials 13.31%
3 Technology 13.18%
4 Industrials 9.44%
5 Consumer Staples 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$282K 0.01%
6,070
-274
877
$280K 0.01%
556
-108
878
$280K 0.01%
20,948
-752
879
$279K 0.01%
14,153
-127
880
$279K 0.01%
15,179
+211
881
$277K 0.01%
+7,544
882
$277K 0.01%
3,738
-459
883
$277K 0.01%
22,227
+1,062
884
$276K 0.01%
31,071
+467
885
$275K 0.01%
5,284
-673
886
$274K 0.01%
41,308
-1,708
887
$272K 0.01%
8,445
-1,625
888
$272K 0.01%
9,436
-157
889
$272K 0.01%
9,342
-106
890
$271K 0.01%
5,549
+604
891
$269K 0.01%
20,013
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892
$267K 0.01%
12,492
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893
$267K 0.01%
+9,387
894
$266K 0.01%
43,024
+195
895
$266K 0.01%
12,923
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896
$266K 0.01%
4,067
-417
897
$265K 0.01%
+12,025
898
$263K 0.01%
5,767
-111
899
$262K 0.01%
5,236
+43
900
$262K 0.01%
5,679
-1,261
34 35
36
37 38