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
901
$654K 0.01%
17,356
-10,258
902
$644K 0.01%
69,805
-41,468
903
$644K 0.01%
39,738
-23,382
904
$641K 0.01%
9,574
-5,746
905
$637K 0.01%
15,770
-9,407
906
$636K 0.01%
17,534
-10,231
907
$636K 0.01%
18,418
-10,836
908
$630K 0.01%
15,671
-8,317
909
$628K 0.01%
144,360
-83,843
910
$625K 0.01%
27,162
-15,736
911
$624K 0.01%
24,242
-13,874
912
$620K 0.01%
6,635
-4,018
913
$619K 0.01%
23,336
-15,053
914
$615K 0.01%
48,378
-27,537
915
$610K 0.01%
24,203
-14,171
916
$610K 0.01%
15,075
-19
917
$609K 0.01%
150,126
-89,136
918
$609K 0.01%
25,836
-14,811
919
$603K 0.01%
380
-221
920
$601K 0.01%
+18,275
921
$593K 0.01%
9,366
-5,191
922
$593K 0.01%
10,900
-5,847
923
$587K 0.01%
47,434
-27,167
924
$584K 0.01%
25,394
-14,924
925
$583K 0.01%
9,454
-3,986
35 36
37
38 39