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
901
$260K 0.01%
9,722
-738
902
$260K 0.01%
+5,882
903
$260K 0.01%
27,879
+4,320
904
$258K 0.01%
15,063
-554
905
$257K 0.01%
5,554
-337
906
$255K 0.01%
5,595
-72
907
$255K 0.01%
8,513
-256
908
$254K 0.01%
63,024
+8,496
909
$253K 0.01%
5,056
+251
910
$252K 0.01%
3,402
+32
911
$252K 0.01%
15,289
+1,529
912
$248K 0.01%
4,496
-67
913
$248K 0.01%
9,019
+299
914
$245K 0.01%
7,300
-2,300
915
$245K 0.01%
5,122
+76
916
$245K 0.01%
2,462
-317
917
$245K 0.01%
10,036
-336
918
$244K 0.01%
+6,342
919
$242K 0.01%
+474
920
$241K 0.01%
+8,474
921
$240K 0.01%
10,561
-716
922
$240K 0.01%
4,662
-352
923
$239K 0.01%
18,847
+708
924
$237K 0.01%
8,800
-451
925
$236K 0.01%
1,657
+58
35 36
37
38 39