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
926
$578K 0.01%
21,445
-13,036
927
$578K 0.01%
8,037
-4,652
928
$576K 0.01%
49,577
-28,988
929
$576K 0.01%
13,891
-8,165
930
$575K 0.01%
14,755
-8,542
931
$574K 0.01%
49,662
-28,950
932
$573K 0.01%
18,740
-10,766
933
$569K 0.01%
38,880
-23,663
934
$569K 0.01%
14,939
-7,740
935
$565K 0.01%
20,716
-12,568
936
$559K 0.01%
15,868
-9,170
937
$557K 0.01%
10,520
-6,166
938
$556K 0.01%
54,518
-30,504
939
$552K 0.01%
1,581
-902
940
$550K 0.01%
14,369
-8,265
941
$549K 0.01%
21,912
-12,228
942
$549K 0.01%
10,064
-5,286
943
$543K 0.01%
20,104
-12,172
944
$535K 0.01%
14,825
-8,631
945
$533K 0.01%
16,202
-9,503
946
$518K 0.01%
9,107
-4,992
947
$517K 0.01%
49,080
-27,194
948
$516K 0.01%
+21,188
949
$501K 0.01%
18,659
-11,051
950
$499K 0.01%
35,234
-21,454
36 37
38
39 40