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
901
$550K 0.01%
32,466
+5,808
902
$547K 0.01%
40,821
+3,072
903
$546K 0.01%
14,976
+1,127
904
$545K 0.01%
11,668
+878
905
$544K 0.01%
11,198
+843
906
$544K 0.01%
14,720
+1,108
907
$542K 0.01%
13,480
+1,014
908
$536K 0.01%
+5,609
909
$535K 0.01%
47,059
+3,280
910
$535K 0.01%
+9,855
911
$534K 0.01%
+642
912
$533K 0.01%
+8,999
913
$532K 0.01%
32,009
+2,410
914
$524K 0.01%
29,497
+2,220
915
$521K 0.01%
27,876
+2,098
916
$514K 0.01%
21,170
+1,593
917
$513K 0.01%
13,548
+1,020
918
$512K 0.01%
33,924
+2,553
919
$510K 0.01%
17,842
+1,240
920
$505K 0.01%
46,876
-11,298
921
$505K 0.01%
21,516
+2,716
922
$504K 0.01%
+18,764
923
$503K 0.01%
+12,100
924
$503K 0.01%
+13,096
925
$502K 0.01%
32,425
+7,971
35 36
37
38 39