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
$8.11B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1 +$191M
2 +$176M
3 +$137M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$128M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$126M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.8%
2 Technology 12.87%
3 Healthcare 12.25%
4 Industrials 10.22%
5 Energy 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$1.03M 0.01%
+20,042
902
$1.03M 0.01%
+21,641
903
$1.03M 0.01%
+44,290
904
$1.02M 0.01%
+12,502
905
$1.02M 0.01%
+102,935
906
$1.02M 0.01%
+23,519
907
$1.02M 0.01%
+31,226
908
$1.02M 0.01%
+30,602
909
$1.02M 0.01%
+26,102
910
$1.01M 0.01%
+23,399
911
$1.01M 0.01%
+20,544
912
$1.01M 0.01%
+36,905
913
$1.01M 0.01%
+39,713
914
$1.01M 0.01%
+17,878
915
$1.01M 0.01%
+20,456
916
$1M 0.01%
+40,825
917
$998K 0.01%
+20,402
918
$993K 0.01%
+29,467
919
$992K 0.01%
+36,914
920
$984K 0.01%
+72,778
921
$983K 0.01%
+49,097
922
$981K 0.01%
+35,037
923
$974K 0.01%
+3,333
924
$967K 0.01%
+22,710
925
$966K 0.01%
+21,424